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MSH Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History

MSH Capital Advisors’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 		$852K Buy
6,901
+265
+4% +$30.8K 0.15% 138
2026
Q1 		$705K Hold
6,636
– – 0.15% 138
2025
Q4 		$669K Sell
6,636
-14
-0.2% -$1.38K 0.14% 152
2025
Q3 		$674K Hold
6,650
– – 0.18% 138
2025
Q2 		$632K Buy
+6,650
New +$628K 0.18% 135

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

MSH Capital Advisors's FRT Position: Q2 2026 in Review

MSH Capital Advisors increased its Federal Realty Investment Trust (FRT) stake by 4% in Q2 2026, buying an estimated $30.8K and bringing the position to 6,901 shares worth $852K. The position accounts for 0.15% of the portfolio, ranked #138.

MSH Capital Advisors first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • MSH Capital Advisors held 6,901 shares of Federal Realty Investment Trust worth $852K as of Q2 2026.
  • MSH Capital Advisors bought 265 Federal Realty Investment Trust shares in Q2 2026, an estimated $30.8K.
  • Federal Realty Investment Trust made up 0.15% of MSH Capital Advisors's portfolio in Q2 2026, its #138 holding.
  • MSH Capital Advisors first reported a position in Federal Realty Investment Trust in Q2 2025 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 MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.