LAS
FRT icon

Lloyd Advisory Services’s Federal Realty Investment Trust FRT Stock Holding History

Lloyd Advisory Services’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 		– Sell
-518
Closed -$55K – 763
2026
Q1 		$55K Buy
+518
New +$54.1K 0.02% 263

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

Lloyd Advisory Services's FRT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 518 shares — an estimated $55K sold.

Lloyd Advisory Services first reported a position in FRT in Q1 2026 and held it in 1 quarter. The position peaked at $55K in Q1 2026. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 518 Federal Realty Investment Trust shares in Q2 2026, an estimated $55K.
  • Lloyd Advisory Services first reported a position in Federal Realty Investment Trust in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Federal Realty Investment Trust position peaked at $55K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.