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Kinloch Capital’s Federal Realty Investment Trust FRT Stock Holding History

Kinloch Capital’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 		$5.61M Buy
45,415
+1,413
+3% +$164K 2.05% 8
2026
Q1 		$4.67M Buy
44,002
+8,754
+25% +$915K 1.91% 13
2025
Q4 		$3.55M Sell
35,248
-928
-3% -$91.4K 1.53% 34
2025
Q3 		$3.66M Buy
36,176
+613
+2% +$59.2K 1.6% 36
2025
Q2 		$3.38M Buy
35,563
+633
+2% +$59.8K 1.57% 39
2025
Q1 		$3.42M Buy
34,930
+371
+1% +$38.5K 1.63% 37
2024
Q4 		$3.87M Buy
34,559
+1,567
+5% +$177K 1.94% 17
2024
Q3 		$3.79M Sell
32,992
-978
-3% -$109K 1.84% 24
2024
Q2 		$3.43M Buy
33,970
+123
+0.4% +$12.4K 1.79% 25
2024
Q1 		$3.46M Buy
33,847
+6,410
+23% +$648K 1.78% 33
2023
Q4 		$2.83M Sell
27,437
-4,316
-14% -$407K 1.8% 30
2023
Q3 		$2.88M Buy
31,753
+770
+2% +$75.9K 1.8% 29
2023
Q2 		$3M Sell
30,983
-643
-2% -$60.4K 1.79% 28
2023
Q1 		$3.13M Buy
31,626
+5,947
+23% +$622K 1.83% 28
2022
Q4 		$2.6M Buy
25,679
+145
+0.6% +$14.7K 1.51% 36
2022
Q3 		$2.3M Buy
+25,534
New +$2.59M 1.52% 32
2022
Q2 		– Sell
-23,013
Closed -$2.81M – 68
2022
Q1 		$2.81M Buy
23,013
+1,204
+6% +$148K 1.68% 32
2021
Q4 		$2.97M Sell
21,809
-1,718
-7% -$218K 1.84% 17
2021
Q3 		$2.78M Buy
23,527
+1,731
+8% +$205K 1.96% 14
2021
Q2 		$2.55M Buy
21,796
+137
+0.6% +$15.6K 1.83% 18
2021
Q1 		$2.2M Buy
21,659
+1,332
+7% +$128K 1.69% 27
2020
Q4 		$1.73M Buy
+20,327
New +$1.69M 1.46% 39

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

Kinloch Capital's FRT Position: Q2 2026 in Review

Kinloch Capital increased its Federal Realty Investment Trust (FRT) stake by 3.2% in Q2 2026, buying an estimated $164K and bringing the position to 45,415 shares worth $5.61M. The position accounts for 2.05% of the portfolio, ranked #8.

Kinloch Capital first reported a position in FRT in Q4 2020 and has held it in 22 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Kinloch Capital held 45,415 shares of Federal Realty Investment Trust worth $5.61M as of Q2 2026.
  • Kinloch Capital bought 1,413 Federal Realty Investment Trust shares in Q2 2026, an estimated $164K.
  • Federal Realty Investment Trust made up 2.05% of Kinloch Capital's portfolio in Q2 2026, its #8 holding.
  • Kinloch Capital first reported a position in Federal Realty Investment Trust in Q4 2020 and has held it in 22 quarters since.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.