MV Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

MV Capital 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	$3.14K	Hold	29	–	–	﹤0.01%	730
2026 Q2	$3.58K	Hold	29	–	–	﹤0.01%	709
2026 Q1	$3.08K	Hold	29	–	–	﹤0.01%	692
2025 Q4	$2.92K	Hold	29	–	–	﹤0.01%	669
2025 Q3	$2.94K	Hold	29	–	–	﹤0.01%	664
2025 Q2	$2.76K	Sell	29 -60	-67%	-$5.67K	﹤0.01%	673
2025 Q1	$8.71K	Hold	89	–	–	﹤0.01%	539
2024 Q4	$10K	Hold	89	–	–	﹤0.01%	516
2024 Q3	$10.2K	Hold	89	–	–	﹤0.01%	527
2024 Q2	$8.99K	Hold	89	–	–	﹤0.01%	537
2024 Q1	$9.09K	Hold	89	–	–	﹤0.01%	540
2023 Q4	$9.17K	Sell	89 -4	-4%	-$377	﹤0.01%	534
2023 Q3	$8.43K	Buy	93 +4	+4%	+$394	﹤0.01%	533
2023 Q2	$8.61K	Buy	89 +18	+25%	+$1.69K	﹤0.01%	537
2023 Q1	$7.02K	Buy	71 +56	+373%	+$5.86K	﹤0.01%	553
2022 Q4	$1.52K	Sell	15 -8	-35%	-$810	﹤0.01%	626
2022 Q3	$2K	Buy	23 +2	+10%	+$203	﹤0.01%	613
2022 Q2	$2K	Buy	+21	New	+$2.36K	﹤0.01%	620
2020 Q1	–	Sell	-4	Closed	-$1K	–	360
2019 Q4	$1K	Buy	+4	New	+$532	﹤0.01%	348

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

MV Capital Management's FRT Position: Q3 2026 in Review

MV Capital Management held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 29 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

MV Capital Management first reported a position in FRT in Q4 2019 and has held it in 19 quarters since. The position peaked at $10.2K in Q3 2024. 501 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

MV Capital Management held 29 shares of Federal Realty Investment Trust worth $3.14K as of Q3 2026.
MV Capital Management left its Federal Realty Investment Trust share count unchanged in Q3 2026.
Federal Realty Investment Trust made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #730 holding.
MV Capital Management first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 19 quarters since.
MV Capital Management's Federal Realty Investment Trust position peaked at $10.2K in Q3 2024.
501 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.