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Lewis Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Lewis Asset Management’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 		$239K Buy
1,939
+14
+0.7% +$1.63K 0.08% 197
2026
Q1 		$204K Buy
+1,925
New +$201K 0.08% 192

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Lewis Asset Management's FRT Position: Q2 2026 in Review

Lewis Asset Management increased its Federal Realty Investment Trust (FRT) stake by 0.73% in Q2 2026, buying an estimated $1.63K and bringing the position to 1,939 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #197.

Lewis Asset Management first reported a position in FRT in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Lewis Asset Management held 1,939 shares of Federal Realty Investment Trust worth $239K as of Q2 2026.
  • Lewis Asset Management bought 14 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.63K.
  • Federal Realty Investment Trust made up 0.08% of Lewis Asset Management's portfolio in Q2 2026, its #197 holding.
  • Lewis Asset Management first reported a position in Federal Realty Investment Trust in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.