Coppell Advisory Solutions’s Federal Realty Investment Trust FRT Stock Holding History

Coppell Advisory Solutions’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	$369K	Buy	+1,543	New	+$180K	0.03%	346
2025 Q1	–	Sell	-1,537	Closed	-$170K	–	889
2024 Q4	$170K	Sell	1,537 -88	-5%	-$9.95K	0.02%	309
2024 Q3	$186K	Sell	1,625 -98	-6%	-$10.9K	0.03%	298
2024 Q2	$174K	Buy	+1,723	New	+$174K	0.03%	283
2023 Q4	$175K	Sell	1,697 -818	-33%	-$77.2K	0.03%	278
2023 Q3	$254K	Sell	2,515 -4	-0.2%	-$394	0.09%	147
2023 Q2	$243K	Sell	2,519 -700	-22%	-$65.8K	0.07%	167
2023 Q1	$307K	Buy	3,219 +704	+28%	+$73.6K	0.1%	155
2022 Q4	$254K	Buy	+2,515	New	+$255K	0.09%	151

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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's FRT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 1,543 shares worth $369K. The stake represents 0.03% of the portfolio and ranks #346 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FRT as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in FRT in Q4 2022 and has held it in 9 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Coppell Advisory Solutions held 1,543 shares of Federal Realty Investment Trust worth $369K as of Q2 2026.
Federal Realty Investment Trust was a new Coppell Advisory Solutions position in Q2 2026.
Federal Realty Investment Trust made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #346 holding.
Coppell Advisory Solutions first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 9 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.