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New York Life Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

New York Life Investment 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
Q2 		$2.58M Buy
20,941
+503
+2% +$58.5K 0.02% 511
2026
Q1 		$2.17M Buy
20,438
+2,714
+15% +$284K 0.02% 529
2025
Q4 		$1.79M Sell
17,724
-708
-4% -$69.7K 0.02% 534
2025
Q3 		$1.87M Sell
18,432
-157
-0.8% -$15.2K 0.02% 550
2025
Q2 		$1.77M Buy
18,589
+270
+1% +$25.5K 0.02% 553
2025
Q1 		$1.79M Buy
18,319
+237
+1% +$24.6K 0.02% 560
2024
Q4 		$2.02M Sell
18,082
-219
-1% -$24.8K 0.02% 549
2024
Q3 		$2.1M Sell
18,301
-741
-4% -$82.7K 0.02% 564
2024
Q2 		$1.92M Buy
19,042
+1,033
+6% +$104K 0.02% 564
2024
Q1 		$1.84M Sell
18,009
-573
-3% -$57.9K 0.02% 564
2023
Q4 		$1.91M Sell
18,582
-303
-2% -$28.6K 0.02% 549
2023
Q3 		$1.71M Buy
18,885
+4,667
+33% +$460K 0.02% 543
2023
Q2 		$1.38M Buy
14,218
+3,773
+36% +$355K 0.01% 570
2023
Q1 		$1.03M Buy
10,445
+50
+0.5% +$5.23K 0.01% 603
2022
Q4 		$1.05M Buy
10,395
+322
+3% +$32.6K 0.01% 618
2022
Q3 		$908K Buy
10,073
+208
+2% +$21.1K 0.01% 627
2022
Q2 		$944K Buy
+9,865
New +$1.11M 0.01% 629

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York Life Investment Management's FRT Position: Q2 2026 in Review

New York Life Investment Management increased its Federal Realty Investment Trust (FRT) stake by 2.5% in Q2 2026, buying an estimated $58.5K and bringing the position to 20,941 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #511.

New York Life Investment Management first reported a position in FRT in Q2 2022 and has held it in 17 quarters since. 473 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • New York Life Investment Management held 20,941 shares of Federal Realty Investment Trust worth $2.58M as of Q2 2026.
  • New York Life Investment Management bought 503 Federal Realty Investment Trust shares in Q2 2026, an estimated $58.5K.
  • Federal Realty Investment Trust made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #511 holding.
  • New York Life Investment Management first reported a position in Federal Realty Investment Trust in Q2 2022 and has held it in 17 quarters since.
  • 473 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.