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

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

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. 623 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.
623 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.