Merit Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Merit Financial Group’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	$1.2M	Buy	9,708 +352	+4%	+$41K	0.01%	989
2026 Q1	$994K	Buy	9,356 +1,141	+14%	+$119K	0.01%	986
2025 Q4	$828K	Buy	8,215 +4,529	+123%	+$446K	0.01%	1026
2025 Q3	$373K	Buy	+3,686	New	+$356K	﹤0.01%	1324
2023 Q3	–	Sell	-9,463	Closed	-$916K	–	756
2023 Q2	$916K	Buy	+9,463	New	+$890K	0.03%	351

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Merit Financial Group's FRT Position: Q2 2026 in Review

Merit Financial Group increased its Federal Realty Investment Trust (FRT) stake by 3.8% in Q2 2026, buying an estimated $41K and bringing the position to 9,708 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #989.

Merit Financial Group first reported a position in FRT in Q2 2023 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Merit Financial Group held 9,708 shares of Federal Realty Investment Trust worth $1.2M as of Q2 2026.
Merit Financial Group bought 352 Federal Realty Investment Trust shares in Q2 2026, an estimated $41K.
Federal Realty Investment Trust made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #989 holding.
Merit Financial Group first reported a position in Federal Realty Investment Trust in Q2 2023 and has held it in 5 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.