Edgestream Partners’s Federal Realty Investment Trust FRT Stock Holding History

Edgestream Partners’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	$1.5M	Buy	+12,146	New	+$1.41M	0.04%	584
2025 Q3	–	Sell	-138,824	Closed	-$13.2M	–	946
2025 Q2	$13.2M	Buy	138,824 +92,954	+203%	+$8.78M	0.37%	23
2025 Q1	$4.49M	Buy	45,870 +35,118	+327%	+$3.65M	0.15%	255
2024 Q4	$1.2M	Sell	10,752 -11,125	-51%	-$1.26M	0.05%	517
2024 Q3	$2.52M	Buy	21,877 +2,256	+11%	+$252K	0.11%	336
2024 Q2	$1.98M	Buy	+19,621	New	+$1.98M	0.1%	336
2023 Q3	–	Sell	-18,967	Closed	-$1.84M	–	865
2023 Q2	$1.84M	Sell	18,967 -47,622	-72%	-$4.48M	0.17%	205
2023 Q1	$6.58M	Buy	+66,589	New	+$6.96M	0.73%	14
2022 Q4	–	Sell	-26,700	Closed	-$2.41M	–	547
2022 Q3	$2.41M	Sell	26,700 -9,496	-26%	-$965K	0.19%	175
2022 Q2	$3.46M	Buy	36,196 +29,220	+419%	+$3.28M	0.27%	122
2022 Q1	$852K	Buy	+6,976	New	+$859K	0.07%	351

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 $3.37T AUM 44.26% 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

Edgestream Partners's FRT Position: Q2 2026 in Review

Edgestream Partners opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 12,146 shares worth $1.5M. The stake represents 0.04% of the portfolio and ranks #584 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in FRT as recently as Q2 2025.

Edgestream Partners first reported a position in FRT in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.2M in Q2 2025. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Edgestream Partners held 12,146 shares of Federal Realty Investment Trust worth $1.5M as of Q2 2026.
Federal Realty Investment Trust was a new Edgestream Partners position in Q2 2026.
Federal Realty Investment Trust made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #584 holding.
Edgestream Partners first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 11 quarters since.
Edgestream Partners's Federal Realty Investment Trust position peaked at $13.2M in Q2 2025.
620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.