Chicago Partners Investment Group’s Federal Realty Investment Trust FRT Stock Holding History

Chicago Partners Investment 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	$1.48M	Buy	11,849 +3,238	+38%	+$377K	0.03%	482
2026 Q1	$948K	Buy	8,611 +3,534	+70%	+$369K	0.02%	576
2025 Q4	$517K	Buy	5,077 +2,312	+84%	+$228K	0.01%	746
2025 Q3	$271K	Buy	+2,765	New	+$267K	0.01%	1009
2018 Q4	–	Sell	-700	Closed	-$88K	–	538
2018 Q3	$88K	Hold	700	–	–	0.01%	431
2018 Q2	$89K	Hold	700	–	–	0.01%	402
2018 Q1	$81K	Hold	700	–	–	0.01%	382
2017 Q4	$93K	Hold	700	–	–	0.02%	365
2017 Q3	$87K	Buy	+700	New	+$90K	0.01%	362
2017 Q2	–	Sell	-700	Closed	-$93K	–	692
2017 Q1	$93K	Hold	700	–	–	0.03%	256
2016 Q4	$99K	Hold	700	–	–	0.04%	232
2016 Q3	$108K	Hold	700	–	–	0.04%	226
2016 Q2	$116K	Hold	700	–	–	0.06%	181
2016 Q1	$109K	Hold	700	–	–	0.06%	173
2015 Q4	$102K	Hold	700	–	–	0.05%	225
2015 Q3	$96K	Hold	700	–	–	0.05%	187
2015 Q2	$90K	Sell	700 -72	-9%	-$9.78K	0.04%	198
2015 Q1	$103K	Buy	772 +72	+10%	+$10.3K	0.05%	178
2014 Q4	$93K	Buy	+700	New	+$90.9K	0.04%	184

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chicago Partners Investment Group's FRT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Federal Realty Investment Trust (FRT) stake by 38% in Q2 2026, buying an estimated $377K and bringing the position to 11,849 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #482.

Chicago Partners Investment Group first reported a position in FRT in Q4 2014 and has held it in 19 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Chicago Partners Investment Group held 11,849 shares of Federal Realty Investment Trust worth $1.48M as of Q2 2026.
Chicago Partners Investment Group bought 3,238 Federal Realty Investment Trust shares in Q2 2026, an estimated $377K.
Federal Realty Investment Trust made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #482 holding.
Chicago Partners Investment Group first reported a position in Federal Realty Investment Trust in Q4 2014 and has held it in 19 quarters since.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.