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Larson Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Larson Financial Group’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 		$133K Buy
1,077
+535
+99% +$62.3K ﹤0.01% 1034
2026
Q1 		$57.5K Sell
542
-72
-12% -$7.53K ﹤0.01% 1286
2025
Q4 		$61.9K Sell
614
-729
-54% -$71.8K ﹤0.01% 1137
2025
Q3 		$136K Buy
1,343
+1,258
+1,480% +$122K ﹤0.01% 794
2025
Q2 		$8.1K Sell
85
-120
-59% -$11.3K ﹤0.01% 1913
2025
Q1 		$20.1K Sell
205
-24
-10% -$2.49K ﹤0.01% 1368
2024
Q4 		$25.6K Buy
229
+25
+12% +$2.83K ﹤0.01% 1129
2024
Q3 		$23.5K Buy
204
+5
+3% +$558 ﹤0.01% 1143
2024
Q2 		$20.1K Sell
199
-9
-4% -$908 ﹤0.01% 1053
2024
Q1 		$21.2K Sell
208
-13
-6% -$1.31K ﹤0.01% 878
2023
Q4 		$22.8K Sell
221
-206
-48% -$19.4K ﹤0.01% 821
2023
Q3 		$38.7K Sell
427
-2,802
-87% -$276K ﹤0.01% 680
2023
Q2 		$313K Buy
3,229
+52
+2% +$4.89K 0.03% 251
2023
Q1 		$314K Sell
3,177
-2
-0.1% -$209 0.03% 254
2022
Q4 		$321K Buy
3,179
+2
+0.1% +$203 0.04% 240
2022
Q3 		$286K Buy
+3,177
New +$323K 0.04% 233

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

Larson Financial Group's FRT Position: Q2 2026 in Review

Larson Financial Group increased its Federal Realty Investment Trust (FRT) stake by 99% in Q2 2026, buying an estimated $62.3K and bringing the position to 1,077 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Larson Financial Group first reported a position in FRT in Q3 2022 and has held it in 16 quarters since. The position peaked at $321K in Q4 2022. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Larson Financial Group held 1,077 shares of Federal Realty Investment Trust worth $133K as of Q2 2026.
  • Larson Financial Group bought 535 Federal Realty Investment Trust shares in Q2 2026, an estimated $62.3K.
  • Federal Realty Investment Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1034 holding.
  • Larson Financial Group first reported a position in Federal Realty Investment Trust in Q3 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Federal Realty Investment Trust position peaked at $321K in Q4 2022.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.