CFD
FRT icon

Creative Financial Designs’s Federal Realty Investment Trust FRT Stock Holding History

Creative Financial Designs’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 		$506K Buy
4,101
+42
+1% +$4.89K 0.02% 406
2026
Q1 		$431K Buy
4,059
+3,253
+404% +$340K 0.03% 361
2025
Q4 		$81.2K Sell
806
-478
-37% -$47.1K 0.01% 709
2025
Q3 		$130K Sell
1,284
-5,112
-80% -$494K 0.01% 572
2025
Q2 		$608K Sell
6,396
-110
-2% -$10.4K 0.04% 291
2025
Q1 		$636K Buy
6,506
+502
+8% +$52.2K 0.05% 256
2024
Q4 		$672K Sell
6,004
-236
-4% -$26.7K 0.05% 247
2024
Q3 		$717K Buy
6,240
+426
+7% +$47.5K 0.06% 233
2024
Q2 		$587K Buy
5,814
+483
+9% +$48.7K 0.05% 250
2024
Q1 		$544K Buy
5,331
+3,293
+162% +$333K 0.05% 254
2023
Q4 		$210K Buy
2,038
+1,085
+114% +$102K 0.02% 376
2023
Q3 		$86.4K Buy
+953
New +$93.9K 0.01% 513
2022
Q2 		– Sell
-21
Closed -$3K – 1271
2022
Q1 		$3K Sell
21
-34
-62% -$4.19K ﹤0.01% 1117
2021
Q4 		$7K Hold
55
– – ﹤0.01% 958
2021
Q3 		$6K Sell
55
-80
-59% -$9.48K ﹤0.01% 1113
2021
Q2 		$16K Sell
135
-34
-20% -$3.86K ﹤0.01% 912
2021
Q1 		$17K Sell
169
-628
-79% -$60.6K ﹤0.01% 818
2020
Q4 		$68K Sell
797
-1,615
-67% -$134K 0.01% 447
2020
Q3 		$177K Buy
2,412
+86
+4% +$6.78K 0.04% 250
2020
Q2 		$198K Buy
2,326
+1,088
+88% +$87.8K 0.06% 208
2020
Q1 		$92K Buy
+1,238
New +$143K 0.05% 178

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 $3.38T AUM 44.17% 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

Creative Financial Designs's FRT Position: Q2 2026 in Review

Creative Financial Designs increased its Federal Realty Investment Trust (FRT) stake by 1% in Q2 2026, buying an estimated $4.89K and bringing the position to 4,101 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #406.

Creative Financial Designs first reported a position in FRT in Q1 2020 and has held it in 21 quarters since. The position peaked at $717K in Q3 2024. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Creative Financial Designs held 4,101 shares of Federal Realty Investment Trust worth $506K as of Q2 2026.
  • Creative Financial Designs bought 42 Federal Realty Investment Trust shares in Q2 2026, an estimated $4.89K.
  • Federal Realty Investment Trust made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #406 holding.
  • Creative Financial Designs first reported a position in Federal Realty Investment Trust in Q1 2020 and has held it in 21 quarters since.
  • Creative Financial Designs's Federal Realty Investment Trust position peaked at $717K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.