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Freestone Grove Partners’s Federal Realty Investment Trust FRT Stock Holding History

Freestone Grove 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
Q2 		– Sell
-4,065
Closed -$432K – 1142
2026
Q1 		$432K Sell
4,065
-258,792
-98% -$27M ﹤0.01% 632
2025
Q4 		$26.5M Buy
262,857
+133,516
+103% +$13.1M 0.19% 171
2025
Q3 		$13.1M Buy
129,341
+23,281
+22% +$2.25M 0.1% 262
2025
Q2 		$10.1M Buy
106,060
+90,361
+576% +$8.54M 0.08% 278
2025
Q1 		$1.54M Buy
+15,699
New +$1.63M 0.02% 322

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Norges Bank
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Vanguard Capital Management
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RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Freestone Grove Partners's FRT Position: Q2 2026 in Review

Freestone Grove Partners sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 4,065 shares — an estimated $432K sold.

Freestone Grove Partners first reported a position in FRT in Q1 2025 and held it in 5 quarters. The position peaked at $26.5M in Q4 2025. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Freestone Grove Partners reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 4,065 Federal Realty Investment Trust shares in Q2 2026, an estimated $432K.
  • Freestone Grove Partners first reported a position in Federal Realty Investment Trust in Q1 2025 and held it in 5 quarters.
  • Freestone Grove Partners's Federal Realty Investment Trust position peaked at $26.5M in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.