EI
FRT icon

Ethic Inc’s Federal Realty Investment Trust FRT Stock Holding History

Ethic Inc’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 		$490K Sell
3,972
-4
-0.1% -$465 0.01% 948
2026
Q1 		$422K Sell
3,976
-280
-7% -$29.3K 0.01% 931
2025
Q4 		$429K Buy
4,256
+269
+7% +$26.5K 0.01% 895
2025
Q3 		$404K Buy
3,987
+126
+3% +$12.2K 0.01% 901
2025
Q2 		$365K Sell
3,861
-2,632
-41% -$249K 0.01% 929
2025
Q1 		$630K Buy
6,493
+67
+1% +$6.96K 0.01% 716
2024
Q4 		$719K Buy
6,426
+145
+2% +$16.4K 0.01% 690
2024
Q3 		$641K Buy
6,281
+12
+0.2% +$1.34K 0.02% 704
2024
Q2 		$633K Sell
6,269
-12
-0.2% -$1.21K 0.01% 699
2024
Q1 		$641K Buy
6,281
+193
+3% +$19.5K 0.02% 703
2023
Q4 		$627K Buy
6,088
+1,030
+20% +$97.2K 0.02% 668
2023
Q3 		$458K Sell
5,058
-3,625
-42% -$357K 0.02% 707
2023
Q2 		$840K Sell
8,683
-691
-7% -$65K 0.03% 494
2023
Q1 		$926K Sell
9,374
-895
-9% -$93.6K 0.04% 464
2022
Q4 		$1.04M Buy
10,269
+770
+8% +$78K 0.06% 365
2022
Q3 		$856K Buy
9,499
+2,411
+34% +$245K 0.06% 363
2022
Q2 		$679K Buy
7,088
+909
+15% +$102K 0.05% 397
2022
Q1 		$754K Buy
6,179
+2,409
+64% +$297K 0.05% 367
2021
Q4 		$514K Buy
3,770
+158
+4% +$20K 0.04% 403
2021
Q3 		$426K Buy
3,612
+73
+2% +$8.65K 0.04% 398
2021
Q2 		$415K Sell
3,539
-338
-9% -$38.4K 0.05% 384
2021
Q1 		$393K Sell
3,877
-153
-4% -$14.8K 0.07% 328
2020
Q4 		$343K Buy
+4,030
New +$335K 0.09% 279

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ethic Inc's FRT Position: Q2 2026 in Review

Ethic Inc reduced its Federal Realty Investment Trust (FRT) stake by 0.1% in Q2 2026, selling an estimated $465 and leaving 3,972 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #948.

Ethic Inc first reported a position in FRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2022. 182 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Ethic Inc held 3,972 shares of Federal Realty Investment Trust worth $490K as of Q2 2026.
  • Ethic Inc sold 4 Federal Realty Investment Trust shares in Q2 2026, an estimated $465.
  • Federal Realty Investment Trust made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #948 holding.
  • Ethic Inc first reported a position in Federal Realty Investment Trust in Q4 2020 and has held it in 23 quarters since.
  • Ethic Inc's Federal Realty Investment Trust position peaked at $1.04M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.