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KCM Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

KCM Investment Advisors’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 		$305K Hold
2,473
– – 0.01% 348
2026
Q1 		$263K Sell
2,473
-199
-7% -$20.8K 0.01% 356
2025
Q4 		$269K Sell
2,672
-147
-5% -$14.5K 0.01% 342
2025
Q3 		$286K Sell
2,819
-32
-1% -$3.09K 0.01% 331
2025
Q2 		$271K Sell
2,851
-650
-19% -$61.4K 0.01% 332
2025
Q1 		$342K Sell
3,501
-765
-18% -$79.5K 0.01% 294
2024
Q4 		$478K Sell
4,266
-200
-4% -$22.6K 0.02% 259
2024
Q3 		$513K Buy
4,466
+1,997
+81% +$223K 0.02% 263
2024
Q2 		$249K Sell
2,469
-407
-14% -$41.1K 0.01% 336
2024
Q1 		$294K Sell
2,876
-20
-0.7% -$2.02K 0.01% 320
2023
Q4 		$298K Sell
2,896
-69
-2% -$6.51K 0.01% 314
2023
Q3 		$269K Sell
2,965
-270
-8% -$26.6K 0.01% 321
2023
Q2 		$313K Buy
3,235
+97
+3% +$9.12K 0.01% 321
2023
Q1 		$310K Buy
3,138
+7
+0.2% +$732 0.01% 337
2022
Q4 		$316K Sell
3,131
-447
-12% -$45.3K 0.01% 324
2022
Q3 		$322K Sell
3,578
-475
-12% -$48.3K 0.01% 300
2022
Q2 		$388K Sell
4,053
-175
-4% -$19.6K 0.02% 288
2022
Q1 		$516K Buy
+4,228
New +$521K 0.02% 278
2021
Q4 		– Sell
-3,873
Closed -$457K – 422
2021
Q3 		$457K Buy
3,873
+26
+0.7% +$3.08K 0.02% 284
2021
Q2 		$451K Sell
3,847
-118
-3% -$13.4K 0.02% 279
2021
Q1 		$402K Buy
3,965
+242
+7% +$23.3K 0.02% 270
2020
Q4 		$317K Buy
3,723
+58
+2% +$4.83K 0.02% 282
2020
Q3 		$269K Sell
3,665
-489
-12% -$38.6K 0.01% 279
2020
Q2 		$354K Buy
4,154
+114
+3% +$9.2K 0.02% 259
2020
Q1 		$301K Buy
+4,040
New +$465K 0.02% 266

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KCM Investment Advisors's FRT Position: Q2 2026 in Review

KCM Investment Advisors held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 2,473 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #348.

KCM Investment Advisors first reported a position in FRT in Q1 2020 and has held it in 25 quarters since. The position peaked at $516K in Q1 2022. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • KCM Investment Advisors held 2,473 shares of Federal Realty Investment Trust worth $305K as of Q2 2026.
  • KCM Investment Advisors left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #348 holding.
  • KCM Investment Advisors first reported a position in Federal Realty Investment Trust in Q1 2020 and has held it in 25 quarters since.
  • KCM Investment Advisors's Federal Realty Investment Trust position peaked at $516K in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.