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MassMutual Private Wealth & Trust’s Federal Realty Investment Trust FRT Stock Holding History

MassMutual Private Wealth & Trust’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 		$45.7K Buy
370
+145
+64% +$16.9K ﹤0.01% 807
2026
Q1 		$23.9K Sell
225
-65
-22% -$6.79K ﹤0.01% 1031
2025
Q4 		$29.2K Hold
290
– – ﹤0.01% 972
2025
Q3 		$29.4K Hold
290
– – ﹤0.01% 973
2025
Q2 		$27.5K Buy
290
+98
+51% +$9.26K ﹤0.01% 979
2025
Q1 		$18.8K Buy
192
+52
+37% +$5.4K ﹤0.01% 1048
2024
Q4 		$15.7K Buy
140
+19
+16% +$2.15K ﹤0.01% 1104
2024
Q3 		$13.9K Buy
121
+34
+39% +$3.79K ﹤0.01% 1023
2024
Q2 		$8.78K Hold
87
– – ﹤0.01% 1138
2024
Q1 		$8.88K Buy
87
+3
+4% +$303 ﹤0.01% 1076
2023
Q4 		$8.66K Sell
84
-4
-5% -$377 ﹤0.01% 1070
2023
Q3 		$7.97K Sell
88
-12
-12% -$1.18K ﹤0.01% 1098
2023
Q2 		$9.68K Sell
100
-66
-40% -$6.2K ﹤0.01% 980
2023
Q1 		$16.4K Buy
166
+119
+253% +$12.4K ﹤0.01% 789
2022
Q4 		$5K Sell
47
-22
-32% -$2.23K ﹤0.01% 986
2022
Q3 		$6K Sell
69
-27
-28% -$2.74K ﹤0.01% 887
2022
Q2 		$9K Buy
96
+21
+28% +$2.36K ﹤0.01% 738
2022
Q1 		$9K Buy
+75
New +$9.24K ﹤0.01% 762
2020
Q1 		– Sell
-22
Closed -$3K – 710
2019
Q4 		$3K Hold
22
– – ﹤0.01% 731
2019
Q3 		$3K Hold
22
– – ﹤0.01% 729
2019
Q2 		$3K Hold
22
– – ﹤0.01% 691
2019
Q1 		$3.03K Hold
22
– – ﹤0.01% 747
2018
Q4 		$2.6K Hold
22
– – ﹤0.01% 783
2018
Q3 		$2.78K Sell
22
-20
-48% -$2.54K ﹤0.01% 793
2018
Q2 		$5.32K Buy
42
+20
+91% +$2.36K ﹤0.01% 714
2018
Q1 		$2.55K Hold
22
– – ﹤0.01% 791
2017
Q4 		$2.92K Buy
+22
New +$2.84K ﹤0.01% 718

Other funds holding FRT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's FRT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Federal Realty Investment Trust (FRT) stake by 64% in Q2 2026, buying an estimated $16.9K and bringing the position to 370 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

MassMutual Private Wealth & Trust first reported a position in FRT in Q4 2017 and has held it in 27 quarters since. 229 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 370 shares of Federal Realty Investment Trust worth $45.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 145 Federal Realty Investment Trust shares in Q2 2026, an estimated $16.9K.
  • Federal Realty Investment Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #807 holding.
  • MassMutual Private Wealth & Trust first reported a position in Federal Realty Investment Trust in Q4 2017 and has held it in 27 quarters since.
  • 229 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.