Mount Lucas Management’s Federal Realty Investment Trust FRT Stock Holding History

Mount Lucas 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 Q3	$1.48M	Buy	+13,679	New	+$1.62M	0.45%	50

Other funds holding FRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mount Lucas Management's FRT Position: Q3 2026 in Review

Mount Lucas Management opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 13,679 shares worth $1.48M. The stake represents 0.45% of the portfolio and ranks #50 among its holdings.

501 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Mount Lucas Management held 13,679 shares of Federal Realty Investment Trust worth $1.48M as of Q3 2026.
Federal Realty Investment Trust was a new Mount Lucas Management position in Q3 2026.
Federal Realty Investment Trust made up 0.45% of Mount Lucas Management's portfolio in Q3 2026, its #50 holding.
501 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.