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Loudon Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Loudon Investment 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 		$246K Sell
1,990
-225
-10% -$26.2K 0.12% 89
2026
Q1 		$235K Hold
2,215
– – 0.13% 90
2025
Q4 		$223K Sell
2,215
-1,275
-37% -$126K 0.12% 90
2025
Q3 		$354K Sell
3,490
-2,735
-44% -$264K 0.19% 80
2025
Q2 		$591K Sell
6,225
-2,450
-28% -$232K 0.33% 66
2025
Q1 		$849K Sell
8,675
-2,395
-22% -$249K 0.48% 54
2024
Q4 		$1.24M Sell
11,070
-685
-6% -$77.4K 0.7% 41
2024
Q3 		$1.35M Sell
11,755
-700
-6% -$78.1K 0.74% 42
2024
Q2 		$1.26M Sell
12,455
-24
-0.2% -$2.42K 0.74% 39
2024
Q1 		$1.27M Buy
12,479
+10,514
+535% +$1.06M 0.73% 40
2023
Q4 		$202K Sell
1,965
-11,594
-86% -$1.09M 0.13% 94
2023
Q3 		$1.23M Buy
13,559
+100
+0.7% +$9.85K 0.85% 38
2023
Q2 		$1.3M Hold
13,459
– – 0.86% 39
2023
Q1 		$1.33M Hold
13,459
– – 0.92% 38
2022
Q4 		$1.36M Buy
13,459
+489
+4% +$49.5K 0.98% 38
2022
Q3 		$1.17M Buy
12,970
+750
+6% +$76.2K 0.93% 36
2022
Q2 		$1.17M Buy
12,220
+24
+0.2% +$2.69K 0.88% 35
2022
Q1 		$1.49M Sell
12,196
-200
-2% -$24.6K 0.98% 33
2021
Q4 		$1.69M Hold
12,396
– – 1.08% 33
2021
Q3 		$1.46M Sell
12,396
-710
-5% -$84.2K 1.04% 33
2021
Q2 		$1.54M Buy
13,106
+86
+0.7% +$9.76K 1.05% 33
2021
Q1 		$1.32M Buy
13,020
+1,000
+8% +$96.4K 0.95% 34
2020
Q4 		$1.02M Buy
12,020
+5,715
+91% +$475K 0.8% 37
2020
Q3 		$463K Buy
6,305
+3,435
+120% +$271K 0.39% 52
2020
Q2 		$245K Buy
+2,870
New +$232K 0.21% 68

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

Loudon Investment Management's FRT Position: Q2 2026 in Review

Loudon Investment Management reduced its Federal Realty Investment Trust (FRT) stake by 10% in Q2 2026, selling an estimated $26.2K and leaving 1,990 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #89.

Loudon Investment Management first reported a position in FRT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.69M in Q4 2021. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Loudon Investment Management held 1,990 shares of Federal Realty Investment Trust worth $246K as of Q2 2026.
  • Loudon Investment Management sold 225 Federal Realty Investment Trust shares in Q2 2026, an estimated $26.2K.
  • Federal Realty Investment Trust made up 0.12% of Loudon Investment Management's portfolio in Q2 2026, its #89 holding.
  • Loudon Investment Management first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 25 quarters since.
  • Loudon Investment Management's Federal Realty Investment Trust position peaked at $1.69M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.