HAI
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Hennessy Advisors Inc’s Federal Realty Investment Trust FRT Stock Holding History

Hennessy Advisors Inc’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 		$2.89M Buy
+23,419
New +$2.72M 0.09% 202

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VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Hennessy Advisors Inc's FRT Position: Q2 2026 in Review

Hennessy Advisors Inc opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 23,419 shares worth $2.89M. The stake represents 0.09% of the portfolio and ranks #202 among its holdings.

55 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Hennessy Advisors Inc held 23,419 shares of Federal Realty Investment Trust worth $2.89M as of Q2 2026.
  • Federal Realty Investment Trust was a new Hennessy Advisors Inc position in Q2 2026.
  • Federal Realty Investment Trust made up 0.09% of Hennessy Advisors Inc's portfolio in Q2 2026, its #202 holding.
  • 55 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.