Commonwealth Equity Services
FRT icon

Commonwealth Equity Services’s Federal Realty Investment Trust FRT Stock Holding History

Commonwealth Equity Services’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 		$951K Sell
7,707
-565
-7% -$65.7K ﹤0.01% 2748
2026
Q1 		$879K Buy
8,272
+523
+7% +$54.7K ﹤0.01% 2718
2025
Q4 		$781K Sell
7,749
-333
-4% -$32.8K ﹤0.01% 2792
2025
Q3 		$819K Buy
8,082
+321
+4% +$31K ﹤0.01% 2748
2025
Q2 		$737K Buy
7,761
+1,043
+16% +$98.6K ﹤0.01% 2825
2025
Q1 		$657K Buy
6,718
+526
+8% +$54.7K ﹤0.01% 2814
2024
Q4 		$693K Buy
6,192
+257
+4% +$29.1K ﹤0.01% 2705
2024
Q3 		$682K Sell
5,935
-587
-9% -$65.5K ﹤0.01% 2644
2024
Q2 		$659K Buy
6,522
+303
+5% +$30.6K ﹤0.01% 2611
2024
Q1 		$635K Buy
6,219
+865
+16% +$87.5K ﹤0.01% 2609
2023
Q4 		$552K Sell
5,354
-622
-10% -$58.7K ﹤0.01% 2621
2023
Q3 		$542K Sell
5,976
-353
-6% -$34.8K ﹤0.01% 2525
2023
Q2 		$613K Sell
6,329
-217
-3% -$20.4K ﹤0.01% 2450
2023
Q1 		$646 Buy
6,546
+57
+0.9% +$5.96K ﹤0.01% 2344
2022
Q4 		$655K Sell
6,489
-226
-3% -$22.9K ﹤0.01% 2255
2022
Q3 		$605K Buy
6,715
+313
+5% +$31.8K ﹤0.01% 2253
2022
Q2 		$613K Sell
6,402
-261
-4% -$29.3K ﹤0.01% 2258
2022
Q1 		$813K Sell
6,663
-5
-0.1% -$616 ﹤0.01% 2147
2021
Q4 		$909K Sell
6,668
-107
-2% -$13.6K ﹤0.01% 2064
2021
Q3 		$799K Buy
6,775
+802
+13% +$95.1K ﹤0.01% 2100
2021
Q2 		$699K Sell
5,973
-471
-7% -$53.5K ﹤0.01% 2203
2021
Q1 		$653K Sell
6,444
-807
-11% -$77.8K ﹤0.01% 2117
2020
Q4 		$617K Buy
7,251
+1,109
+18% +$92.3K ﹤0.01% 2003
2020
Q3 		$451K Buy
6,142
+748
+14% +$59K ﹤0.01% 2041
2020
Q2 		$459K Buy
5,394
+11
+0.2% +$888 ﹤0.01% 1943
2020
Q1 		$401K Sell
5,383
-441
-8% -$50.8K ﹤0.01% 1846
2019
Q4 		$749K Sell
5,824
-141
-2% -$18.7K ﹤0.01% 1613
2019
Q3 		$812K Sell
5,965
-97
-2% -$12.8K ﹤0.01% 1489
2019
Q2 		$780K Sell
6,062
-129
-2% -$17.1K ﹤0.01% 1511
2019
Q1 		$853K Buy
6,191
+1,008
+19% +$132K ﹤0.01% 1403
2018
Q4 		$611K Sell
5,183
-174
-3% -$21.9K ﹤0.01% 1503
2018
Q3 		$677K Sell
5,357
-7,949
-60% -$1.01M ﹤0.01% 1571
2018
Q2 		$1.68M Buy
13,306
+951
+8% +$112K 0.01% 997
2018
Q1 		$1.43M Buy
12,355
+2,243
+22% +$265K 0.01% 1055
2017
Q4 		$1.34M Buy
10,112
+336
+3% +$43.4K 0.01% 1067
2017
Q3 		$1.21M Sell
9,776
-100
-1% -$12.9K 0.01% 1083
2017
Q2 		$1.25M Sell
9,876
-2,545
-20% -$328K 0.01% 1027
2017
Q1 		$1.66M Sell
12,421
-2,783
-18% -$385K 0.01% 841
2016
Q4 		$2.16M Buy
15,204
+6,608
+77% +$938K 0.02% 686
2016
Q3 		$1.32M Buy
8,596
+297
+4% +$48K 0.01% 865
2016
Q2 		$1.37M Buy
8,299
+439
+6% +$68.3K 0.01% 839
2016
Q1 		$1.23M Sell
7,860
-725
-8% -$108K 0.01% 858
2015
Q4 		$1.25M Buy
8,585
+239
+3% +$34.5K 0.01% 816
2015
Q3 		$1.14M Buy
8,346
+463
+6% +$61.8K 0.01% 838
2015
Q2 		$1.01M Buy
7,883
+1,147
+17% +$156K 0.01% 952
2015
Q1 		$992K Buy
6,736
+1,773
+36% +$254K 0.01% 953
2014
Q4 		$662K Buy
4,963
+722
+17% +$93.7K 0.01% 1111
2014
Q3 		$502K Buy
4,241
+1,570
+59% +$193K 0.01% 1243
2014
Q2 		$323K Sell
2,671
-734
-22% -$86.7K ﹤0.01% 1496
2014
Q1 		$391K Sell
3,405
-230
-6% -$25.1K 0.01% 1318
2013
Q4 		$369K Buy
3,635
+5
+0.1% +$521 0.01% 1315
2013
Q3 		$368K Sell
3,630
-98
-3% -$10K 0.01% 1249
2013
Q2 		$387K Buy
+3,728
New +$412K 0.01% 1162

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services's FRT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Federal Realty Investment Trust (FRT) stake by 6.8% in Q2 2026, selling an estimated $65.7K and leaving 7,707 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Commonwealth Equity Services first reported a position in FRT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.16M in Q4 2016. 182 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Commonwealth Equity Services held 7,707 shares of Federal Realty Investment Trust worth $951K as of Q2 2026.
  • Commonwealth Equity Services sold 565 Federal Realty Investment Trust shares in Q2 2026, an estimated $65.7K.
  • Federal Realty Investment Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2748 holding.
  • Commonwealth Equity Services first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Federal Realty Investment Trust position peaked at $2.16M in Q4 2016.
  • 182 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.