Fulcrum Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Fulcrum Asset Management’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	$1.25K	Buy	+10	New	+$1.16K	﹤0.01%	921

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 $3.37T AUM 44.26% 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

Fulcrum Asset Management's FRT Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 10 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings.

620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Fulcrum Asset Management held 10 shares of Federal Realty Investment Trust worth $1.25K as of Q2 2026.
Federal Realty Investment Trust was a new Fulcrum Asset Management position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #921 holding.
620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.