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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

MSH Capital Advisors's FRT Position: Q1 2026 in Review

MSH Capital Advisors held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 6,636 shares worth $705K. 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 4 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • MSH Capital Advisors held 6,636 shares of Federal Realty Investment Trust worth $705K as of Q1 2026.
  • MSH Capital Advisors left its Federal Realty Investment Trust share count unchanged in Q1 2026.
  • Federal Realty Investment Trust made up 0.15% of MSH Capital Advisors's portfolio in Q1 2026, its #138 holding.
  • MSH Capital Advisors first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.