CVA Family Office’s Federal Realty Investment Trust FRT Stock Holding History

CVA Family Office’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	$4.94K	Hold	40	–	–	﹤0.01%	1280
2026 Q1	$4.25K	Hold	40	–	–	﹤0.01%	1285
2025 Q4	$4.03K	Buy	+40	New	+$3.94K	﹤0.01%	912
2023 Q2	–	Sell	-5	Closed	-$494	–	1030
2023 Q1	$494	Sell	5 -165	-97%	-$17.3K	﹤0.01%	940
2022 Q4	$17.2K	Sell	170 -30	-15%	-$3.04K	﹤0.01%	587
2022 Q3	$18K	Sell	200 -55	-22%	-$5.59K	﹤0.01%	544
2022 Q2	$24K	Buy	255 +160	+168%	+$18K	0.01%	508
2022 Q1	$12K	Buy	95 +30	+46%	+$3.69K	﹤0.01%	647
2021 Q4	$9K	Buy	+65	New	+$8.24K	﹤0.01%	662
2021 Q3	–	Sell	-65	Closed	-$8K	–	546
2021 Q2	$8K	Hold	65	–	–	﹤0.01%	698
2021 Q1	$7K	Buy	+65	New	+$6.27K	﹤0.01%	569

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 $3.38T AUM 44.17% 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

CVA Family Office's FRT Position: Q2 2026 in Review

CVA Family Office held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 40 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

CVA Family Office first reported a position in FRT in Q1 2021 and has held it in 11 quarters since. The position peaked at $24K in Q2 2022. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

CVA Family Office held 40 shares of Federal Realty Investment Trust worth $4.94K as of Q2 2026.
CVA Family Office left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1280 holding.
CVA Family Office first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 11 quarters since.
CVA Family Office's Federal Realty Investment Trust position peaked at $24K in Q2 2022.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.