Montgomery Financial Services’s Federal Realty Investment Trust FRT Stock Holding History

Montgomery Financial 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	$12.3K	Buy	+100	New	+$11.6K	0.01%	156

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montgomery Financial Services's FRT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 100 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #156 among its holdings.

584 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Montgomery Financial Services held 100 shares of Federal Realty Investment Trust worth $12.3K as of Q2 2026.
Federal Realty Investment Trust was a new Montgomery Financial Services position in Q2 2026.
Federal Realty Investment Trust made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #156 holding.
584 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.