FMII
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Farmers & Merchants Investments Inc’s Federal Realty Investment Trust FRT Stock Holding History

Farmers & Merchants Investments 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 		$3.65M Buy
29,594
+850
+3% +$98.9K 0.09% 147
2026
Q1 		$3.05M Buy
28,744
+7,636
+36% +$798K 0.08% 150
2025
Q4 		$2.13M Buy
21,108
+21,059
+42,978% +$2.07M 0.06% 171
2025
Q3 		$4.96K Hold
49
– – ﹤0.01% 978
2025
Q2 		$4.66K Hold
49
– – ﹤0.01% 967
2025
Q1 		$4.79K Hold
49
– – ﹤0.01% 921
2024
Q4 		$5.49K Hold
49
– – ﹤0.01% 793
2024
Q3 		$5.63K Hold
49
– – ﹤0.01% 793
2024
Q2 		$4.95K Hold
49
– – ﹤0.01% 789
2024
Q1 		$5K Hold
49
– – ﹤0.01% 752
2023
Q4 		$5.05K Hold
49
– – ﹤0.01% 756
2023
Q3 		$4.44K Hold
49
– – ﹤0.01% 755
2023
Q2 		$4.74K Hold
49
– – ﹤0.01% 764
2023
Q1 		$4.84K Hold
49
– – ﹤0.01% 732
2022
Q4 		$4.95K Hold
49
– – ﹤0.01% 765
2022
Q3 		$4K Buy
+49
New +$4.98K ﹤0.01% 782
2022
Q1 		– Sell
-173
Closed -$24K – 990
2021
Q4 		$24K Sell
173
-47
-21% -$5.96K ﹤0.01% 553
2021
Q3 		$26K Buy
220
+180
+450% +$21.3K ﹤0.01% 506
2021
Q2 		$5K Hold
40
– – ﹤0.01% 778
2021
Q1 		$4K Hold
40
– – ﹤0.01% 794
2020
Q4 		$3K Hold
40
– – ﹤0.01% 807
2020
Q3 		$3K Buy
40
+2
+5% +$158 ﹤0.01% 780
2020
Q2 		$3K Hold
38
– – ﹤0.01% 779
2020
Q1 		$3K Buy
38
+2
+6% +$230 ﹤0.01% 742
2019
Q4 		$5K Hold
36
– – ﹤0.01% 748
2019
Q3 		$5K Buy
36
+2
+6% +$264 ﹤0.01% 724
2019
Q2 		$4K Buy
34
+2
+6% +$265 ﹤0.01% 767
2019
Q1 		$4K Buy
32
+11
+52% +$1.44K ﹤0.01% 760
2018
Q4 		$2K Hold
21
– – ﹤0.01% 780
2018
Q3 		$3K Hold
21
– – ﹤0.01% 786
2018
Q2 		$3K Hold
21
– – ﹤0.01% 786
2018
Q1 		$2K Hold
21
– – ﹤0.01% 806
2017
Q4 		$3K Buy
21
+15
+250% +$1.94K ﹤0.01% 784
2017
Q3 		$1K Buy
+6
New +$772 ﹤0.01% 824

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's FRT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its Federal Realty Investment Trust (FRT) stake by 3% in Q2 2026, buying an estimated $98.9K and bringing the position to 29,594 shares worth $3.65M. The position accounts for 0.09% of the portfolio, ranked #147.

Farmers & Merchants Investments Inc first reported a position in FRT in Q3 2017 and has held it in 34 quarters since. 325 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Farmers & Merchants Investments Inc held 29,594 shares of Federal Realty Investment Trust worth $3.65M as of Q2 2026.
  • Farmers & Merchants Investments Inc bought 850 Federal Realty Investment Trust shares in Q2 2026, an estimated $98.9K.
  • Federal Realty Investment Trust made up 0.09% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #147 holding.
  • Farmers & Merchants Investments Inc first reported a position in Federal Realty Investment Trust in Q3 2017 and has held it in 34 quarters since.
  • 325 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.