Financial Consulate’s Federal Realty Investment Trust FRT Stock Holding History

Financial Consulate’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	$2.47K	Hold	20	–	–	﹤0.01%	983
2026 Q1	$2.13K	Hold	20	–	–	﹤0.01%	965
2025 Q4	$2.02K	Hold	20	–	–	﹤0.01%	887
2025 Q3	$2.03K	Buy	+20	New	+$1.93K	﹤0.01%	778
2015 Q1	–	Hold	0	–	–	–	28
2014 Q4	–	Hold	0	–	–	–	38

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

Financial Consulate's FRT Position: Q2 2026 in Review

Financial Consulate held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 20 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Financial Consulate first reported a position in FRT in Q3 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Financial Consulate held 20 shares of Federal Realty Investment Trust worth $2.47K as of Q2 2026.
Financial Consulate left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #983 holding.
Financial Consulate first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 4 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.