BPI
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BFC Planning, Inc.’s Federal Realty Investment Trust FRT Stock Holding History

BFC Planning, Inc.’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 		$29.6K Buy
240
+3
+1% +$349 ﹤0.01% 1814
2026
Q1 		$25.2K Buy
237
+1
+0.4% +$105 ﹤0.01% 1612
2025
Q4 		$23.8K Buy
236
+3
+1% +$295 ﹤0.01% 1677
2025
Q3 		$23.6K Buy
233
+61
+35% +$5.9K ﹤0.01% 1500
2025
Q2 		$16.3K Buy
172
+2
+1% +$189 ﹤0.01% 1589
2025
Q1 		$16.7K Sell
170
-432
-72% -$44.9K ﹤0.01% 1543
2024
Q4 		$67.5K Buy
+602
New +$68.1K 0.01% 1002

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Resolution Capital
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 $1.92T AUM 36.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFC Planning, Inc.'s FRT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Federal Realty Investment Trust (FRT) stake by 1.3% in Q2 2026, buying an estimated $349 and bringing the position to 240 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

BFC Planning, Inc. first reported a position in FRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.5K in Q4 2024. 625 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • BFC Planning, Inc. held 240 shares of Federal Realty Investment Trust worth $29.6K as of Q2 2026.
  • BFC Planning, Inc. bought 3 Federal Realty Investment Trust shares in Q2 2026, an estimated $349.
  • Federal Realty Investment Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1814 holding.
  • BFC Planning, Inc. first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Federal Realty Investment Trust position peaked at $67.5K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.