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
Q3 		$1.33M Sell
12,310
-2,211
-15% -$262K ﹤0.01% 948
2026
Q2 		$1.79M Buy
14,521
+2,106
+17% +$245K ﹤0.01% 842
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% 661
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors's FRT Position: Q3 2026 in Review

Lido Advisors reduced its Federal Realty Investment Trust (FRT) stake by 15% in Q3 2026, selling an estimated $262K and leaving 12,310 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Lido Advisors first reported a position in FRT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.79M in Q2 2026. 498 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Lido Advisors held 12,310 shares of Federal Realty Investment Trust worth $1.33M as of Q3 2026.
  • Lido Advisors sold 2,211 Federal Realty Investment Trust shares in Q3 2026, an estimated $262K.
  • Federal Realty Investment Trust made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #948 holding.
  • Lido Advisors first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 19 quarters since.
  • Lido Advisors's Federal Realty Investment Trust position peaked at $1.79M in Q2 2026.
  • 498 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.