Covestor’s Federal Realty Investment Trust FRT Stock Holding History

Covestor’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 Q3	$4K	Buy	36 +29	+414%	+$3.43K	﹤0.01%	1901
2026 Q2	$1K	Sell	7 -24	-77%	-$2.79K	﹤0.01%	2160
2026 Q1	$3K	Buy	31 +25	+417%	+$2.61K	﹤0.01%	1909
2025 Q4	$1K	Sell	6 -1	-14%	-$98	﹤0.01%	2056
2025 Q3	$1K	Hold	7	–	–	﹤0.01%	2075
2025 Q2	$1K	Sell	7 -1	-13%	-$95	﹤0.01%	1992
2025 Q1	$1K	Sell	8 -16	-67%	-$1.66K	﹤0.01%	1978
2024 Q4	$3K	Sell	24 -1	-4%	-$113	﹤0.01%	1801
2024 Q3	$3K	Buy	25 +13	+108%	+$1.45K	﹤0.01%	1766
2024 Q2	$1K	Hold	12	–	–	﹤0.01%	1999
2024 Q1	$1K	Sell	12 -3	-20%	-$303	﹤0.01%	1974
2023 Q4	$2K	Buy	15 +2	+15%	+$189	﹤0.01%	1850
2023 Q3	$1K	Sell	13 -1	-7%	-$99	﹤0.01%	1929
2023 Q2	$1K	Sell	14 -113	-89%	-$10.6K	﹤0.01%	1941
2023 Q1	$13K	Sell	127 -1	-0.8%	-$105	0.01%	1183
2022 Q4	$13K	Sell	128 -2	-2%	-$203	0.01%	1198
2022 Q3	$12K	Sell	130 -1	-0.8%	-$102	0.01%	1184
2022 Q2	$13K	Buy	+131	New	+$14.7K	0.01%	1113
2022 Q1	–	Sell	-83	Closed	-$11K	–	2223
2021 Q4	$11K	Buy	+83	New	+$10.5K	0.02%	988

Other funds holding FRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Covestor's FRT Position: Q3 2026 in Review

Covestor increased its Federal Realty Investment Trust (FRT) stake by 414% in Q3 2026, buying an estimated $3.43K and bringing the position to 36 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Covestor first reported a position in FRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $13K in Q1 2023. 501 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Covestor held 36 shares of Federal Realty Investment Trust worth $4K as of Q3 2026.
Covestor bought 29 Federal Realty Investment Trust shares in Q3 2026, an estimated $3.43K.
Federal Realty Investment Trust made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1901 holding.
Covestor first reported a position in Federal Realty Investment Trust in Q4 2021 and has held it in 19 quarters since.
Covestor's Federal Realty Investment Trust position peaked at $13K in Q1 2023.
501 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.