CGH
FRT icon

Crossmark Global Holdings’s Federal Realty Investment Trust FRT Stock Holding History

Crossmark Global Holdings’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 		$285K Buy
2,312
+113
+5% +$13.1K ﹤0.01% 1085
2026
Q1 		$234K Sell
2,199
-46
-2% -$4.81K ﹤0.01% 1138
2025
Q4 		$226K Sell
2,245
-9
-0.4% -$886 ﹤0.01% 1142
2025
Q3 		$228K Sell
2,254
-47
-2% -$4.54K ﹤0.01% 1205
2025
Q2 		$219K Sell
2,301
-95
-4% -$8.98K ﹤0.01% 1229
2025
Q1 		$234K Sell
2,396
-49
-2% -$5.09K ﹤0.01% 1197
2024
Q4 		$273K Sell
2,445
-12
-0.5% -$1.36K 0.01% 1078
2024
Q3 		$282K Sell
2,457
-913
-27% -$102K 0.01% 1110
2024
Q2 		$340K Sell
3,370
-1,218
-27% -$123K 0.01% 1004
2024
Q1 		$469K Buy
4,588
+115
+3% +$11.6K 0.01% 900
2023
Q4 		$461K Sell
4,473
-64
-1% -$6.04K 0.01% 880
2023
Q3 		$405K Buy
4,537
+196
+5% +$19.3K 0.01% 899
2023
Q2 		$438K Sell
4,341
-1
-0% -$94 0.01% 908
2023
Q1 		$430K Buy
4,342
+1,632
+60% +$171K 0.01% 894
2022
Q4 		$274K Sell
2,710
-15
-0.6% -$1.52K 0.01% 1048
2022
Q3 		$245K Sell
2,725
-410
-13% -$41.7K 0.01% 1085
2022
Q2 		$300K Sell
3,135
-40
-1% -$4.49K 0.01% 1027
2022
Q1 		$388K Buy
3,175
+330
+12% +$40.6K 0.01% 1021
2021
Q4 		$388K Sell
2,845
-260
-8% -$33K 0.01% 1016
2021
Q3 		$366K Sell
3,105
-150
-5% -$17.8K 0.01% 1075
2021
Q2 		$381K Sell
3,255
-200
-6% -$22.7K 0.01% 1057
2021
Q1 		$351K Buy
3,455
+110
+3% +$10.6K 0.01% 1090
2020
Q4 		$285K Sell
3,345
-420
-11% -$34.9K 0.01% 1124
2020
Q3 		$277K Sell
3,765
-350
-9% -$27.6K 0.01% 1066
2020
Q2 		$351K Sell
4,115
-966
-19% -$78K 0.01% 924
2020
Q1 		$379K Buy
5,081
+2
+0% +$230 0.01% 753
2019
Q4 		$654K Buy
5,079
+263
+5% +$35K 0.02% 695
2019
Q3 		$656K Buy
4,816
+515
+12% +$67.9K 0.02% 681
2019
Q2 		$554K Buy
4,301
+144
+3% +$19.1K 0.02% 765
2019
Q1 		$573K Sell
4,157
-220
-5% -$28.8K 0.02% 746
2018
Q4 		$517K Sell
4,377
-433
-9% -$54.4K 0.02% 752
2018
Q3 		$608K Sell
4,810
-1,046
-18% -$133K 0.02% 829
2018
Q2 		$741K Sell
5,856
-700
-11% -$82.6K 0.02% 729
2018
Q1 		$761K Sell
6,556
-993
-13% -$117K 0.02% 701
2017
Q4 		$1M Buy
7,549
+975
+15% +$126K 0.02% 642
2017
Q3 		$817K Buy
+6,574
New +$846K 0.02% 691
2016
Q3 		$817K Buy
+6,574
New +$1.06M 0.02% 691

Other funds holding FRT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Crossmark Global Holdings's FRT Position: Q2 2026 in Review

Crossmark Global Holdings increased its Federal Realty Investment Trust (FRT) stake by 5.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,312 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Crossmark Global Holdings first reported a position in FRT in Q3 2016 and has held it in 37 quarters since. The position peaked at $1M in Q4 2017. 61 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Crossmark Global Holdings held 2,312 shares of Federal Realty Investment Trust worth $285K as of Q2 2026.
  • Crossmark Global Holdings bought 113 Federal Realty Investment Trust shares in Q2 2026, an estimated $13.1K.
  • Federal Realty Investment Trust made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1085 holding.
  • Crossmark Global Holdings first reported a position in Federal Realty Investment Trust in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Federal Realty Investment Trust position peaked at $1M in Q4 2017.
  • 61 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.