Cerity Partners
FRT icon

Cerity Partners’s Federal Realty Investment Trust FRT Stock Holding History

Cerity Partners’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 		$13.4M Buy
108,188
+7,501
+7% +$873K 0.02% 627
2026
Q1 		$10.7M Buy
100,687
+16,777
+20% +$1.75M 0.02% 659
2025
Q4 		$8.46M Buy
83,910
+47,259
+129% +$4.65M 0.01% 709
2025
Q3 		$3.71M Buy
36,651
+24,156
+193% +$2.33M 0.01% 1010
2025
Q2 		$1.19M Buy
12,495
+6,319
+102% +$597K ﹤0.01% 1438
2025
Q1 		$604K Sell
6,176
-586
-9% -$60.9K ﹤0.01% 1662
2024
Q4 		$766K Buy
6,762
+2,380
+54% +$269K ﹤0.01% 1541
2024
Q3 		$504K Buy
4,382
+1,401
+47% +$156K ﹤0.01% 1771
2024
Q2 		$301K Sell
2,981
-373
-11% -$37.6K ﹤0.01% 1818
2024
Q1 		$343K Buy
+3,354
New +$339K ﹤0.01% 1793
2023
Q4 		– Sell
-3,668
Closed -$333K – 1864
2023
Q3 		$333K Buy
+3,668
New +$361K ﹤0.01% 1117
2020
Q2 		– Sell
-5,505
Closed -$411K – 466
2020
Q1 		$411K Buy
+5,505
New +$634K 0.03% 304

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's FRT Position: Q2 2026 in Review

Cerity Partners increased its Federal Realty Investment Trust (FRT) stake by 7.4% in Q2 2026, buying an estimated $873K and bringing the position to 108,188 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #627.

Cerity Partners first reported a position in FRT in Q1 2020 and has held it in 12 quarters since. 584 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Cerity Partners held 108,188 shares of Federal Realty Investment Trust worth $13.4M as of Q2 2026.
  • Cerity Partners bought 7,501 Federal Realty Investment Trust shares in Q2 2026, an estimated $873K.
  • Federal Realty Investment Trust made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #627 holding.
  • Cerity Partners first reported a position in Federal Realty Investment Trust in Q1 2020 and has held it in 12 quarters since.
  • 584 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.