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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

GAMMA Investing's FRT Position: Q2 2026 in Review

GAMMA Investing increased its Federal Realty Investment Trust (FRT) stake by 8% in Q2 2026, buying an estimated $43.4K and bringing the position to 5,051 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #555.

GAMMA Investing first reported a position in FRT in Q4 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

GAMMA Investing held 5,051 shares of Federal Realty Investment Trust worth $623K as of Q2 2026.
GAMMA Investing bought 373 Federal Realty Investment Trust shares in Q2 2026, an estimated $43.4K.
Federal Realty Investment Trust made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #555 holding.
GAMMA Investing first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.