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Clayton Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Clayton Financial 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 		– Sell
-14
Closed -$1.49K – 255
2026
Q1 		$1.49K Buy
14
+4
+40% +$418 ﹤0.01% 517
2025
Q4 		$1.01K Buy
+10
New +$985 ﹤0.01% 550

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

Clayton Financial Group's FRT Position: Q2 2026 in Review

Clayton Financial Group sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 14 shares — an estimated $1.49K sold.

Clayton Financial Group first reported a position in FRT in Q4 2025 and held it in 2 quarters. The position peaked at $1.49K in Q1 2026. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Clayton Financial Group reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 14 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.49K.
  • Clayton Financial Group first reported a position in Federal Realty Investment Trust in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Federal Realty Investment Trust position peaked at $1.49K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.