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InceptionR’s Federal Realty Investment Trust FRT Stock Holding History

InceptionR’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
Q1 		– Sell
-8,128
Closed -$819K – 741
2025
Q4 		$819K Sell
8,128
-1,448
-15% -$143K 0.23% 161
2025
Q3 		$959K Sell
9,576
-7,674
-44% -$742K 0.23% 137
2025
Q2 		$1.62M Buy
+17,250
New +$1.63M 0.37% 50
2025
Q1 		– Sell
-21,317
Closed -$2.39M – 657
2024
Q4 		$2.39M Buy
21,317
+14,935
+234% +$1.69M 0.53% 4
2024
Q3 		$727K Buy
+6,382
New +$712K 0.18% 228
2024
Q1 		– Sell
-2,100
Closed -$216K – 635
2023
Q4 		$216K Sell
2,100
-860
-29% -$81.2K 0.15% 291
2023
Q3 		$268K Buy
+2,960
New +$292K 0.15% 286

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

InceptionR's FRT Position: Q1 2026 in Review

InceptionR sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 8,128 shares — an estimated $819K sold.

InceptionR first reported a position in FRT in Q3 2023 and held it in 7 quarters. The position peaked at $2.39M in Q4 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • InceptionR reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 8,128 Federal Realty Investment Trust shares in Q1 2026, an estimated $819K.
  • InceptionR first reported a position in Federal Realty Investment Trust in Q3 2023 and held it in 7 quarters.
  • InceptionR's Federal Realty Investment Trust position peaked at $2.39M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.