Cresset Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Cresset Asset Management’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	$10.6M	Buy	85,753 +7,654	+10%	+$891K	0.04%	274
2026 Q1	$8.29M	Buy	78,099 +37,825	+94%	+$3.95M	0.04%	295
2025 Q4	$4.06M	Buy	40,274 +99	+0.2%	+$9.75K	0.02%	403
2025 Q3	$4.07M	Buy	40,175 +786	+2%	+$76K	0.02%	387
2025 Q2	$3.74M	Buy	+39,389	New	+$3.72M	0.02%	376
2022 Q4	–	Sell	-2,399	Closed	-$219K	–	800
2022 Q3	$219K	Buy	+2,399	New	+$244K	﹤0.01%	768
2022 Q2	–	Sell	-5,264	Closed	-$651K	–	999
2022 Q1	$651K	Buy	+5,264	New	+$648K	0.01%	523
2021 Q4	–	Sell	-12,875	Closed	-$1.53M	–	1181
2021 Q3	$1.53M	Buy	12,875 +2,081	+19%	+$247K	0.02%	285
2021 Q2	$1.28M	Buy	10,794 +4,395	+69%	+$499K	0.02%	292
2021 Q1	$654K	Buy	+6,399	New	+$617K	0.01%	400
2019 Q2	–	Sell	-94	Closed	-$13K	–	902
2019 Q1	$13K	Buy	94 +55	+141%	+$7.2K	﹤0.01%	1124
2018 Q4	$5K	Buy	+39	New	+$4.9K	﹤0.01%	1014

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

Cresset Asset Management's FRT Position: Q2 2026 in Review

Cresset Asset Management increased its Federal Realty Investment Trust (FRT) stake by 9.8% in Q2 2026, buying an estimated $891K and bringing the position to 85,753 shares worth $10.6M. The position accounts for 0.04% of the portfolio, ranked #274.

Cresset Asset Management first reported a position in FRT in Q4 2018 and has held it in 12 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Cresset Asset Management held 85,753 shares of Federal Realty Investment Trust worth $10.6M as of Q2 2026.
Cresset Asset Management bought 7,654 Federal Realty Investment Trust shares in Q2 2026, an estimated $891K.
Federal Realty Investment Trust made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #274 holding.
Cresset Asset Management first reported a position in Federal Realty Investment Trust in Q4 2018 and has held it in 12 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.