Fort Point Capital Partners’s Federal Realty Investment Trust FRT Stock Holding History

Fort Point Capital Partners’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	$853K	Buy	8,035 +287	+4%	+$30K	0.1%	106
2025 Q4	$789K	Sell	7,748 -9	-0.1%	-$886	0.09%	118
2025 Q3	$786K	Buy	7,757 +110	+1%	+$10.6K	0.09%	122
2025 Q2	$726K	Sell	7,647 -133	-2%	-$12.6K	0.05%	184
2025 Q1	$761K	Sell	7,780 -68	-0.9%	-$7.07K	0.08%	154
2024 Q4	$879K	Buy	7,848 +89	+1%	+$10.1K	0.1%	143
2024 Q3	$892K	Buy	7,759 +75	+1%	+$8.37K	0.11%	124
2024 Q2	$776K	Hold	7,684	–	–	0.1%	147
2024 Q1	$785K	Hold	7,684	–	–	0.1%	142
2023 Q4	$792K	Hold	7,684	–	–	0.11%	126
2023 Q3	$696K	Hold	7,684	–	–	0.11%	116
2023 Q2	$744K	Hold	7,684	–	–	0.11%	120
2023 Q1	$759K	Hold	7,684	–	–	0.12%	125
2022 Q4	$776K	Hold	7,684	–	–	0.12%	117
2022 Q3	$692K	Sell	7,684 -150	-2%	-$15.2K	0.12%	125
2022 Q2	$750K	Hold	7,834	–	–	0.12%	117
2022 Q1	$956K	Buy	+7,834	New	+$965K	0.13%	110
2021 Q4	–	Sell	-7,834	Closed	-$924K	–	289
2021 Q3	$924K	Hold	7,834	–	–	0.14%	93
2021 Q2	$918K	Hold	7,834	–	–	0.17%	74
2021 Q1	$795K	Hold	7,834	–	–	0.17%	71
2020 Q4	$667K	Hold	7,834	–	–	0.15%	75
2020 Q3	$575K	Hold	7,834	–	–	0.15%	75
2020 Q2	$668K	Buy	+7,834	New	+$633K	0.21%	58
2019 Q1	–	Sell	-7,834	Closed	-$925K	–	123
2018 Q4	$925K	Hold	7,834	–	–	0.37%	45
2018 Q3	$991K	Buy	+7,834	New	+$995K	0.3%	46
2018 Q2	–	Sell	-7,834	Closed	-$910K	–	138
2018 Q1	$910K	Buy	+7,834	New	+$925K	0.33%	51
2017 Q4	–	Sell	-7,834	Closed	-$981K	–	145
2017 Q3	$981K	Buy	+7,834	New	+$1.01M	0.47%	37

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

Fort Point Capital Partners's FRT Position: Q1 2026 in Review

Fort Point Capital Partners increased its Federal Realty Investment Trust (FRT) stake by 3.7% in Q1 2026, buying an estimated $30K and bringing the position to 8,035 shares worth $853K. The position accounts for 0.1% of the portfolio, ranked #106.

Fort Point Capital Partners first reported a position in FRT in Q3 2017 and has held it in 27 quarters since. The position peaked at $991K in Q3 2018. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Fort Point Capital Partners held 8,035 shares of Federal Realty Investment Trust worth $853K as of Q1 2026.
Fort Point Capital Partners bought 287 Federal Realty Investment Trust shares in Q1 2026, an estimated $30K.
Federal Realty Investment Trust made up 0.1% of Fort Point Capital Partners's portfolio in Q1 2026, its #106 holding.
Fort Point Capital Partners first reported a position in Federal Realty Investment Trust in Q3 2017 and has held it in 27 quarters since.
Fort Point Capital Partners's Federal Realty Investment Trust position peaked at $991K in Q3 2018.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.