Harbor Investment Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Harbor Investment Advisory’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	$123K	Buy	+1,000	New	+$116K	0.01%	506
2024 Q3	–	Sell	-1	Closed	-$101	–	1212
2024 Q2	$101	Buy	+1	New	+$101	﹤0.01%	1256
2023 Q3	–	Sell	-8	Closed	-$774	–	1244
2023 Q2	$774	Hold	8	–	–	﹤0.01%	1266
2023 Q1	$791	Hold	8	–	–	﹤0.01%	1270
2022 Q4	$808	Hold	8	–	–	﹤0.01%	1268
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	1272
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	1291
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1292
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1262
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	1269
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	1217
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	1213
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	1155
2020 Q3	$1K	Sell	8 -39	-83%	-$3.08K	﹤0.01%	1077
2020 Q2	$4K	Buy	+47	New	+$3.79K	﹤0.01%	891

Other funds holding FRT

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

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

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

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CNB

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Harbor Investment Advisory's FRT Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 1,000 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in FRT as recently as Q2 2024.

Harbor Investment Advisory first reported a position in FRT in Q2 2020 and has held it in 15 quarters since. 70 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Harbor Investment Advisory held 1,000 shares of Federal Realty Investment Trust worth $123K as of Q2 2026.
Federal Realty Investment Trust was a new Harbor Investment Advisory position in Q2 2026.
Federal Realty Investment Trust made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #506 holding.
Harbor Investment Advisory first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 15 quarters since.
70 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.