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Caprock Group’s Federal Realty Investment Trust FRT Stock Holding History

Caprock Group’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
+2,307
New +$268K 0.01% 1049
2026
Q1 		– Sell
-5,254
Closed -$530K – 1171
2025
Q4 		$530K Sell
5,254
-10
-0.2% -$985 0.01% 795
2025
Q3 		$529K Buy
+5,264
New +$509K 0.01% 789

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caprock Group's FRT Position: Q2 2026 in Review

Caprock Group opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 2,307 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Caprock Group previously reported a position in FRT as recently as Q4 2025.

Caprock Group first reported a position in FRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $530K in Q4 2025. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Caprock Group held 2,307 shares of Federal Realty Investment Trust worth $285K as of Q2 2026.
  • Federal Realty Investment Trust was a new Caprock Group position in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1049 holding.
  • Caprock Group first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's Federal Realty Investment Trust position peaked at $530K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.