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Diversified Trust’s Federal Realty Investment Trust FRT Stock Holding History

Diversified Trust’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 		$2.37M Buy
+19,220
New +$2.24M 0.04% 230
2022
Q1 		– Sell
-3,931
Closed -$536K – 833
2021
Q4 		$536K Buy
+3,931
New +$499K 0.02% 437

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
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
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Diversified Trust's FRT Position: Q2 2026 in Review

Diversified Trust opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 19,220 shares worth $2.37M. The stake represents 0.04% of the portfolio and ranks #230 among its holdings. This is a return to the name: Diversified Trust previously reported a position in FRT as recently as Q4 2021.

Diversified Trust first reported a position in FRT in Q4 2021 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Diversified Trust held 19,220 shares of Federal Realty Investment Trust worth $2.37M as of Q2 2026.
  • Federal Realty Investment Trust was a new Diversified Trust position in Q2 2026.
  • Federal Realty Investment Trust made up 0.04% of Diversified Trust's portfolio in Q2 2026, its #230 holding.
  • Diversified Trust first reported a position in Federal Realty Investment Trust in Q4 2021 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.