Lafayette Investments’s Federal Realty Investment Trust FRT Stock Holding History

Lafayette Investments’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	$228K	Hold	2,150	–	–	0.05%	146
2025 Q4	$217K	Hold	2,150	–	–	0.04%	150
2025 Q3	$218K	Hold	2,150	–	–	0.04%	147
2025 Q2	$204K	Hold	2,150	–	–	0.04%	148
2025 Q1	$210K	Hold	2,150	–	–	0.04%	141
2024 Q4	$241K	Hold	2,150	–	–	0.05%	135
2024 Q3	$247K	Hold	2,150	–	–	0.05%	128
2024 Q2	$217K	Hold	2,150	–	–	0.05%	134
2024 Q1	$220K	Hold	2,150	–	–	0.05%	126
2023 Q4	$222K	Buy	+2,150	New	+$203K	0.06%	122
2023 Q3	–	Sell	-2,150	Closed	-$208K	–	131
2023 Q2	$208K	Hold	2,150	–	–	0.05%	119
2023 Q1	$212K	Hold	2,150	–	–	0.06%	116
2022 Q4	$217K	Buy	+2,150	New	+$218K	0.06%	112
2022 Q3	–	Sell	-2,150	Closed	-$206K	–	122
2022 Q2	$206K	Hold	2,150	–	–	0.06%	112
2022 Q1	$262K	Buy	+2,150	New	+$265K	0.07%	109
2021 Q4	–	Sell	-2,150	Closed	-$254K	–	131
2021 Q3	$254K	Hold	2,150	–	–	0.07%	107
2021 Q2	$252K	Hold	2,150	–	–	0.07%	104
2021 Q1	$218K	Buy	+2,150	New	+$207K	0.07%	86
2020 Q1	–	Sell	-2,150	Closed	-$277K	–	82
2019 Q4	$277K	Sell	2,150 -350	-14%	-$46.5K	0.1%	76
2019 Q3	$340K	Hold	2,500	–	–	0.12%	71
2019 Q2	$322K	Hold	2,500	–	–	0.11%	68
2019 Q1	$345K	Hold	2,500	–	–	0.13%	68
2018 Q4	$295K	Hold	2,500	–	–	0.12%	69
2018 Q3	$316K	Hold	2,500	–	–	0.11%	70
2018 Q2	$316K	Hold	2,500	–	–	0.12%	64
2018 Q1	$290K	Hold	2,500	–	–	0.11%	64
2017 Q4	$332K	Hold	2,500	–	–	0.12%	59
2017 Q3	$311K	Hold	2,500	–	–	0.12%	58
2017 Q2	$316K	Hold	2,500	–	–	0.12%	57
2017 Q1	$334K	Hold	2,500	–	–	0.12%	54
2016 Q4	$355K	Hold	2,500	–	–	0.14%	51
2016 Q3	$385K	Hold	2,500	–	–	0.16%	49
2016 Q2	$414K	Hold	2,500	–	–	0.17%	47
2016 Q1	$390K	Hold	2,500	–	–	0.16%	49
2015 Q4	$365K	Hold	2,500	–	–	0.15%	52
2015 Q3	$341K	Hold	2,500	–	–	0.15%	52
2015 Q2	$320K	Hold	2,500	–	–	0.13%	55
2015 Q1	$368K	Hold	2,500	–	–	0.16%	53
2014 Q4	$334K	Hold	2,500	–	–	0.14%	56
2014 Q3	$296K	Hold	2,500	–	–	0.13%	55
2014 Q2	$302K	Hold	2,500	–	–	0.13%	55
2014 Q1	$287K	Hold	2,500	–	–	0.13%	55
2013 Q4	$254K	Hold	2,500	–	–	0.12%	58
2013 Q3	$254K	Hold	2,500	–	–	0.12%	61
2013 Q2	$259K	Buy	+2,500	New	+$276K	0.12%	60

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lafayette Investments's FRT Position: Q1 2026 in Review

Lafayette Investments held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 2,150 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #146.

Lafayette Investments first reported a position in FRT in Q2 2013 and has held it in 45 quarters since. The position peaked at $414K in Q2 2016. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Lafayette Investments held 2,150 shares of Federal Realty Investment Trust worth $228K as of Q1 2026.
Lafayette Investments left its Federal Realty Investment Trust share count unchanged in Q1 2026.
Federal Realty Investment Trust made up 0.05% of Lafayette Investments's portfolio in Q1 2026, its #146 holding.
Lafayette Investments first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 45 quarters since.
Lafayette Investments's Federal Realty Investment Trust position peaked at $414K in Q2 2016.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.