NBC Securities’s Federal Realty Investment Trust FRT Stock Holding History

NBC Securities’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	$124K	Buy	1,143 +6	+0.5%	+$710	0.01%	1019
2026 Q2	$140K	Sell	1,137 -20	-2%	-$2.33K	0.01%	968
2026 Q1	$123K	Sell	1,157 -1	-0.1%	-$105	0.01%	1012
2025 Q4	$117K	Sell	1,158 -23	-2%	-$2.26K	0.01%	1032
2025 Q3	$120K	Buy	1,181 +371	+46%	+$35.9K	0.01%	1003
2025 Q2	$76K	Buy	810 +99	+14%	+$9.36K	0.01%	1165
2025 Q1	$69K	Buy	+711	New	+$73.9K	0.01%	1064
2024 Q4	–	Sell	-238	Closed	-$27K	–	1555
2024 Q3	$27K	Buy	238 +107	+82%	+$11.9K	﹤0.01%	1378
2024 Q2	$13K	Buy	131 +15	+13%	+$1.51K	﹤0.01%	1592
2024 Q1	$11K	Sell	116 -48	-29%	-$4.85K	﹤0.01%	1670
2023 Q4	$16K	Hold	164	–	–	﹤0.01%	1555
2023 Q3	$14K	Buy	+164	New	+$16.2K	﹤0.01%	1590

Other funds holding FRT

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

NBC Securities's FRT Position: Q3 2026 in Review

NBC Securities increased its Federal Realty Investment Trust (FRT) stake by 0.53% in Q3 2026, buying an estimated $710 and bringing the position to 1,143 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #1019.

NBC Securities first reported a position in FRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $140K in Q2 2026. 162 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

NBC Securities held 1,143 shares of Federal Realty Investment Trust worth $124K as of Q3 2026.
NBC Securities bought 6 Federal Realty Investment Trust shares in Q3 2026, an estimated $710.
Federal Realty Investment Trust made up 0.01% of NBC Securities's portfolio in Q3 2026, its #1019 holding.
NBC Securities first reported a position in Federal Realty Investment Trust in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Federal Realty Investment Trust position peaked at $140K in Q2 2026.
162 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.