Lido Advisors
FRT icon

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

Lido 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
Q1 		$1.32M Buy
12,415
+76
+0.6% +$7.94K ﹤0.01% 854
2025
Q4 		$1.25M Buy
12,339
+299
+2% +$29.4K ﹤0.01% 901
2025
Q3 		$1.22M Sell
12,040
-167
-1% -$16.1K ﹤0.01% 871
2025
Q2 		$1.16M Buy
12,207
+4,034
+49% +$381K ﹤0.01% 786
2025
Q1 		$800K Buy
8,173
+603
+8% +$62.7K ﹤0.01% 861
2024
Q4 		$848K Sell
7,570
-64
-0.8% -$7.24K ﹤0.01% 824
2024
Q3 		$878K Sell
7,634
-2,357
-24% -$263K ﹤0.01% 765
2024
Q2 		$1.02M Sell
9,991
-636
-6% -$64.2K 0.01% 660
2024
Q1 		$1.1M Buy
10,627
+6,606
+164% +$668K 0.01% 614
2023
Q4 		$419K Sell
4,021
-10,996
-73% -$1.04M ﹤0.01% 923
2023
Q3 		$1.36M Sell
15,017
-1,927
-11% -$190K 0.01% 463
2023
Q2 		$1.64M Sell
16,944
-3,649
-18% -$343K 0.01% 413
2023
Q1 		$0 Buy
20,593
+6,993
+51% +$731K ﹤0.01% 1187
2022
Q4 		$1.37M Buy
13,600
+3,398
+33% +$344K 0.02% 349
2022
Q3 		$919K Buy
10,202
+2,333
+30% +$237K 0.01% 383
2022
Q2 		$753K Buy
7,869
+3,387
+76% +$380K 0.01% 416
2022
Q1 		$547K Buy
+4,482
New +$552K 0.01% 580

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lido Advisors's FRT Position: Q1 2026 in Review

Lido Advisors increased its Federal Realty Investment Trust (FRT) stake by 0.62% in Q1 2026, buying an estimated $7.94K and bringing the position to 12,415 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Lido Advisors first reported a position in FRT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q2 2023. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Lido Advisors held 12,415 shares of Federal Realty Investment Trust worth $1.32M as of Q1 2026.
  • Lido Advisors bought 76 Federal Realty Investment Trust shares in Q1 2026, an estimated $7.94K.
  • Federal Realty Investment Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #854 holding.
  • Lido Advisors first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 17 quarters since.
  • Lido Advisors's Federal Realty Investment Trust position peaked at $1.64M in Q2 2023.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.