Fortis Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Fortis Capital Advisors’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	$1.07M	Buy	+8,639	New	+$1.01M	0.12%	152
2024 Q1	–	Sell	-3,450	Closed	-$356K	–	164
2023 Q4	$356K	Hold	3,450	–	–	0.19%	75
2023 Q3	$313K	Hold	3,450	–	–	0.2%	73
2023 Q2	$334K	Sell	3,450 -300	-8%	-$28.2K	0.2%	69
2023 Q1	$371K	Buy	3,750 +750	+25%	+$78.4K	0.2%	69
2022 Q4	$303K	Buy	+3,000	New	+$304K	0.18%	76

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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's FRT Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 8,639 shares worth $1.07M. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in FRT as recently as Q4 2023.

Fortis Capital Advisors first reported a position in FRT in Q4 2022 and has held it in 6 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Fortis Capital Advisors held 8,639 shares of Federal Realty Investment Trust worth $1.07M as of Q2 2026.
Federal Realty Investment Trust was a new Fortis Capital Advisors position in Q2 2026.
Federal Realty Investment Trust made up 0.12% of Fortis Capital Advisors's portfolio in Q2 2026, its #152 holding.
Fortis Capital Advisors first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 6 quarters since.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.