GI
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GAMMA Investing’s Federal Realty Investment Trust FRT Stock Holding History

GAMMA Investing’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
Q3 		$554K Buy
5,113
+62
+1% +$7.34K 0.02% 653
2026
Q2 		$623K Buy
5,051
+373
+8% +$43.4K 0.02% 555
2026
Q1 		$497K Buy
4,678
+1,280
+38% +$134K 0.02% 569
2025
Q4 		$343K Buy
3,398
+902
+36% +$88.8K 0.02% 697
2025
Q3 		$253K Sell
2,496
-127
-5% -$12.3K 0.01% 828
2025
Q2 		$249K Buy
2,623
+629
+32% +$59.4K 0.02% 772
2025
Q1 		$195K Sell
1,994
-1,110
-36% -$115K 0.01% 778
2024
Q4 		$347K Buy
3,104
+264
+9% +$29.8K 0.03% 490
2024
Q3 		$327K Buy
2,840
+345
+14% +$38.5K 0.03% 438
2024
Q2 		$252K Buy
2,495
+658
+36% +$66.4K 0.03% 438
2024
Q1 		$188K Buy
1,837
+130
+8% +$13.1K 0.04% 407
2023
Q4 		$174K Buy
+1,707
New +$161K 0.05% 347

Other funds holding FRT

PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing's FRT Position: Q3 2026 in Review

GAMMA Investing increased its Federal Realty Investment Trust (FRT) stake by 1.2% in Q3 2026, buying an estimated $7.34K and bringing the position to 5,113 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #653.

GAMMA Investing first reported a position in FRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $623K in Q2 2026. 15 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • GAMMA Investing held 5,113 shares of Federal Realty Investment Trust worth $554K as of Q3 2026.
  • GAMMA Investing bought 62 Federal Realty Investment Trust shares in Q3 2026, an estimated $7.34K.
  • Federal Realty Investment Trust made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #653 holding.
  • GAMMA Investing first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Federal Realty Investment Trust position peaked at $623K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.