MFGM
FRT icon

Marshall Financial Group (Maryland)’s Federal Realty Investment Trust FRT Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.51M Buy
12,249
+941
+8% +$109K 0.22% 88
2026
Q1 		$1.2M Sell
11,308
-4
-0% -$418 0.19% 100
2025
Q4 		$1.14M Buy
+11,312
New +$1.11M 0.22% 99

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

Marshall Financial Group (Maryland)'s FRT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Federal Realty Investment Trust (FRT) stake by 8.3% in Q2 2026, buying an estimated $109K and bringing the position to 12,249 shares worth $1.51M. The position accounts for 0.22% of the portfolio, ranked #88.

Marshall Financial Group (Maryland) first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 12,249 shares of Federal Realty Investment Trust worth $1.51M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 941 Federal Realty Investment Trust shares in Q2 2026, an estimated $109K.
  • Federal Realty Investment Trust made up 0.22% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #88 holding.
  • Marshall Financial Group (Maryland) first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.