CI
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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
Q2 		$199K Buy
1,614
+52
+3% +$6.05K 0.01% 744
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% -$2.75K ﹤0.01% 796
2020
Q1 		$3K Buy
+42
New +$4.83K ﹤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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

CX Institutional's FRT Position: Q2 2026 in Review

CX Institutional increased its Federal Realty Investment Trust (FRT) stake by 3.3% in Q2 2026, buying an estimated $6.05K and bringing the position to 1,614 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #744.

CX Institutional first reported a position in FRT in Q1 2019 and has held it in 17 quarters since. 98 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • CX Institutional held 1,614 shares of Federal Realty Investment Trust worth $199K as of Q2 2026.
  • CX Institutional bought 52 Federal Realty Investment Trust shares in Q2 2026, an estimated $6.05K.
  • Federal Realty Investment Trust made up 0.01% of CX Institutional's portfolio in Q2 2026, its #744 holding.
  • CX Institutional first reported a position in Federal Realty Investment Trust in Q1 2019 and has held it in 17 quarters since.
  • 98 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.