Fiduciary Group’s Federal Realty Investment Trust FRT Stock Holding History

Fiduciary Group’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 Q1	$303K	Hold	2,853	–	–	0.03%	260
2025 Q4	$288K	Hold	2,853	–	–	0.02%	257
2025 Q3	$289K	Sell	2,853 -170	-6%	-$16.4K	0.03%	252
2025 Q2	$287K	Hold	3,023	–	–	0.03%	248
2025 Q1	$296K	Hold	3,023	–	–	0.03%	236
2024 Q4	$338K	Sell	3,023 -52	-2%	-$5.88K	0.03%	223
2024 Q3	$354K	Hold	3,075	–	–	0.04%	223
2024 Q2	$310K	Hold	3,075	–	–	0.03%	229
2024 Q1	$314K	Hold	3,075	–	–	0.03%	224
2023 Q4	$317K	Hold	3,075	–	–	0.04%	217
2023 Q3	$279K	Hold	3,075	–	–	0.04%	209
2023 Q2	$298K	Sell	3,075 -14	-0.5%	-$1.32K	0.04%	204
2023 Q1	$305K	Buy	3,089 +14	+0.5%	+$1.46K	0.04%	196
2022 Q4	$311K	Hold	3,075	–	–	0.04%	189
2022 Q3	$329K	Hold	3,075	–	–	0.04%	187
2022 Q2	$338K	Hold	3,075	–	–	0.04%	185
2022 Q1	$335K	Sell	3,075 -90	-3%	-$11.1K	0.04%	176
2021 Q4	$431K	Hold	3,165	–	–	0.05%	172
2021 Q3	$385K	Hold	3,165	–	–	0.04%	172
2021 Q2	$362K	Hold	3,165	–	–	0.04%	180
2021 Q1	$357K	Hold	3,165	–	–	0.04%	173
2020 Q4	$310K	Hold	3,165	–	–	0.04%	176
2020 Q3	$232K	Hold	3,165	–	–	0.04%	181
2020 Q2	$270K	Hold	3,165	–	–	0.05%	168
2020 Q1	$236K	Hold	3,165	–	–	0.05%	153
2019 Q4	$407K	Hold	3,165	–	–	0.06%	145
2019 Q3	$431K	Hold	3,165	–	–	0.08%	140
2019 Q2	$408K	Hold	3,165	–	–	0.07%	140
2019 Q1	$436K	Hold	3,165	–	–	0.08%	135
2018 Q4	$374K	Hold	3,165	–	–	0.08%	135
2018 Q3	$400K	Hold	3,165	–	–	0.08%	136
2018 Q2	$401K	Hold	3,165	–	–	0.08%	132
2018 Q1	$367K	Hold	3,165	–	–	0.08%	134
2017 Q4	$420K	Sell	3,165 -150	-5%	-$19.4K	0.09%	129
2017 Q3	$412K	Sell	3,315 -160	-5%	-$20.6K	0.09%	128
2017 Q2	$439K	Hold	3,475	–	–	0.1%	128
2017 Q1	$464K	Hold	3,475	–	–	0.11%	128
2016 Q4	$494K	Sell	3,475 -80	-2%	-$11.4K	0.13%	125
2016 Q3	$547K	Hold	3,555	–	–	0.15%	120
2016 Q2	$589K	Hold	3,555	–	–	0.16%	112
2016 Q1	$555K	Hold	3,555	–	–	0.16%	117
2015 Q4	$519K	Sell	3,555 -700	-16%	-$101K	0.15%	116
2015 Q3	$581K	Hold	4,255	–	–	0.19%	121
2015 Q2	$545K	Buy	+4,255	New	+$578K	0.17%	135

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fiduciary Group's FRT Position: Q1 2026 in Review

Fiduciary Group held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 2,853 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #260.

Fiduciary Group first reported a position in FRT in Q2 2015 and has held it in 44 quarters since. The position peaked at $589K in Q2 2016. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Fiduciary Group held 2,853 shares of Federal Realty Investment Trust worth $303K as of Q1 2026.
Fiduciary Group left its Federal Realty Investment Trust share count unchanged in Q1 2026.
Federal Realty Investment Trust made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #260 holding.
Fiduciary Group first reported a position in Federal Realty Investment Trust in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Federal Realty Investment Trust position peaked at $589K in Q2 2016.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.