First Citizens Bank & Trust’s Federal Realty Investment Trust FRT Stock Holding History

First Citizens Bank & Trust’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 Q3	$910K	Buy	+8,400	New	+$994K	0.01%	382
2018 Q2	–	Sell	-7,189	Closed	-$835K	–	433
2018 Q1	$835K	Buy	+7,189	New	+$849K	0.11%	189
2017 Q2	–	Sell	-2,899	Closed	-$387K	–	454
2017 Q1	$387K	Buy	+2,899	New	+$401K	0.05%	290
2016 Q1	–	Sell	-1,383	Closed	-$202K	–	434
2015 Q4	$202K	Buy	+1,383	New	+$200K	0.01%	359
2013 Q4	–	Sell	-6,146	Closed	-$624K	–	508
2013 Q3	$624K	Buy	6,146 +250	+4%	+$25.6K	0.02%	622
2013 Q2	$611K	Buy	+5,896	New	+$651K	0.03%	568

Other funds holding FRT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

First Citizens Bank & Trust's FRT Position: Q3 2026 in Review

First Citizens Bank & Trust opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 8,400 shares worth $910K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in FRT as recently as Q1 2018.

First Citizens Bank & Trust first reported a position in FRT in Q2 2013 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

First Citizens Bank & Trust held 8,400 shares of Federal Realty Investment Trust worth $910K as of Q3 2026.
Federal Realty Investment Trust was a new First Citizens Bank & Trust position in Q3 2026.
Federal Realty Investment Trust made up 0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #382 holding.
First Citizens Bank & Trust first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.