CX Institutional
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CX Institutional’s Federal Realty Investment Trust FRT Stock Holding History

CX Institutional’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 		$183K Buy
1,689
+75
+5% +$8.88K 0.01% 766
2026
Q2 		$199K Buy
1,614
+52
+3% +$6.05K 0.01% 745
2026
Q1 		$166K Sell
1,562
-103
-6% -$10.8K 0.01% 764
2025
Q4 		$168K Buy
1,665
+357
+27% +$35.2K 0.01% 753
2025
Q3 		$133K Buy
1,308
+93
+8% +$8.99K ﹤0.01% 780
2025
Q2 		$115K Buy
1,215
+763
+169% +$72.1K ﹤0.01% 745
2025
Q1 		$44K Buy
+452
New +$47K ﹤0.01% 850
2022
Q3 		– Sell
-151
Closed -$14K – 715
2022
Q2 		$14K Buy
+151
New +$17K ﹤0.01% 898
2021
Q4 		– Sell
-141
Closed -$17K – 553
2021
Q3 		$17K Buy
141
+23
+19% +$2.73K ﹤0.01% 761
2021
Q2 		$14K Buy
118
+34
+40% +$3.86K ﹤0.01% 789
2021
Q1 		$9K Buy
84
+33
+65% +$3.18K ﹤0.01% 777
2020
Q4 		$4K Buy
51
+28
+122% +$2.33K ﹤0.01% 793
2020
Q3 		$2K Buy
23
+15
+188% +$1.18K ﹤0.01% 807
2020
Q2 		$1K Sell
8
-34
-81% -$2.74K ﹤0.01% 796
2020
Q1 		$3K Buy
+42
New +$4.84K ﹤0.01% 609
2019
Q4 		– Sell
-22
Closed -$3K – 748
2019
Q3 		$3K Buy
22
+2
+10% +$264 ﹤0.01% 667
2019
Q2 		$3K Buy
20
+3
+18% +$398 ﹤0.01% 693
2019
Q1 		$2K Buy
+17
New +$2.23K ﹤0.01% 684

Other funds holding FRT

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

CX Institutional's FRT Position: Q3 2026 in Review

CX Institutional increased its Federal Realty Investment Trust (FRT) stake by 4.6% in Q3 2026, buying an estimated $8.88K and bringing the position to 1,689 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #766.

CX Institutional first reported a position in FRT in Q1 2019 and has held it in 18 quarters since. The position peaked at $199K in Q2 2026. 110 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • CX Institutional held 1,689 shares of Federal Realty Investment Trust worth $183K as of Q3 2026.
  • CX Institutional bought 75 Federal Realty Investment Trust shares in Q3 2026, an estimated $8.88K.
  • Federal Realty Investment Trust made up 0.01% of CX Institutional's portfolio in Q3 2026, its #766 holding.
  • CX Institutional first reported a position in Federal Realty Investment Trust in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's Federal Realty Investment Trust position peaked at $199K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.