Grove Bank & Trust’s Federal Realty Investment Trust FRT Stock Holding History

Grove Bank & Trust’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	$3.83K	Hold	31	–	–	﹤0.01%	757
2026 Q1	$3.29K	Hold	31	–	–	﹤0.01%	752
2025 Q4	$3.13K	Hold	31	–	–	﹤0.01%	772
2025 Q3	$3.14K	Hold	31	–	–	﹤0.01%	754
2025 Q2	$2.94K	Buy	31 +10	+48%	+$945	﹤0.01%	756
2025 Q1	$2.05K	Hold	21	–	–	﹤0.01%	778
2024 Q4	$2.35K	Buy	21 +5	+31%	+$565	﹤0.01%	674
2024 Q3	$1.84K	Buy	+16	New	+$1.79K	﹤0.01%	669

Other funds holding FRT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return