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Gateway Investment Advisers’s Federal Realty Investment Trust FRT Stock Holding History

Gateway Investment Advisers’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 		$764K Buy
7,054
+300
+4% +$35.5K 0.01% 584
2026
Q2 		$834K Buy
6,754
+2,776
+70% +$323K 0.01% 475
2026
Q1 		$423K Buy
+3,978
New +$416K ﹤0.01% 527
2024
Q3 		– Sell
-58,084
Closed -$5.86M – 518
2024
Q2 		$5.86M Buy
+58,084
New +$5.86M 0.07% 178
2022
Q1 		– Sell
-1,524
Closed -$208K – 558
2021
Q4 		$208K Buy
+1,524
New +$193K ﹤0.01% 521
2020
Q1 		– Sell
-2,117
Closed -$273K – 537
2019
Q4 		$273K Sell
2,117
-120
-5% -$15.9K ﹤0.01% 504
2019
Q3 		$305K Sell
2,237
-1,980
-47% -$261K ﹤0.01% 508
2019
Q2 		$543K Sell
4,217
-51
-1% -$6.77K ﹤0.01% 548
2019
Q1 		$588K Sell
4,268
-155
-4% -$20.3K 0.01% 540
2018
Q4 		$522K Sell
4,423
-551
-11% -$69.2K ﹤0.01% 549
2018
Q3 		$629K Buy
4,974
+136
+3% +$17.3K 0.01% 536
2018
Q2 		$612K Sell
4,838
-344
-7% -$40.6K 0.01% 544
2018
Q1 		$602K Sell
5,182
-408
-7% -$48.2K 0.01% 571
2017
Q4 		$742K Sell
5,590
-83
-1% -$10.7K 0.01% 544
2017
Q3 		$705K Sell
5,673
-47
-0.8% -$6.05K 0.01% 565
2017
Q2 		$723K Buy
5,720
+122
+2% +$15.7K 0.01% 542
2017
Q1 		$747K Sell
5,598
-436
-7% -$60.2K 0.01% 525
2016
Q4 		$857K Buy
6,034
+66
+1% +$9.37K 0.01% 507
2016
Q3 		$919K Sell
5,968
-61
-1% -$9.86K 0.01% 497
2016
Q2 		$998K Hold
6,029
– – 0.01% 486
2016
Q1 		$941K Buy
+6,029
New +$902K 0.01% 476

Other funds holding FRT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gateway Investment Advisers's FRT Position: Q3 2026 in Review

Gateway Investment Advisers increased its Federal Realty Investment Trust (FRT) stake by 4.4% in Q3 2026, buying an estimated $35.5K and bringing the position to 7,054 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #584.

Gateway Investment Advisers first reported a position in FRT in Q1 2016 and has held it in 21 quarters since. The position peaked at $5.86M in Q2 2024. 26 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Gateway Investment Advisers held 7,054 shares of Federal Realty Investment Trust worth $764K as of Q3 2026.
  • Gateway Investment Advisers bought 300 Federal Realty Investment Trust shares in Q3 2026, an estimated $35.5K.
  • Federal Realty Investment Trust made up 0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #584 holding.
  • Gateway Investment Advisers first reported a position in Federal Realty Investment Trust in Q1 2016 and has held it in 21 quarters since.
  • Gateway Investment Advisers's Federal Realty Investment Trust position peaked at $5.86M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.