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NorthCrest Asset Manangement’s Federal Realty Investment Trust FRT Stock Holding History

NorthCrest Asset Manangement’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 		$804K Buy
7,626
+265
+4% +$31.4K 0.02% 459
2026
Q2 		$889K Buy
7,361
+1,887
+34% +$220K 0.02% 405
2026
Q1 		$585K Sell
5,474
-255
-4% -$26.7K 0.02% 431
2025
Q4 		$570K Buy
5,729
+2,022
+55% +$199K 0.01% 504
2025
Q3 		$362K Buy
+3,707
New +$358K 0.01% 572

Other funds holding FRT

PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NorthCrest Asset Manangement's FRT Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its Federal Realty Investment Trust (FRT) stake by 3.6% in Q3 2026, buying an estimated $31.4K and bringing the position to 7,626 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #459.

NorthCrest Asset Manangement first reported a position in FRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $889K in Q2 2026. 16 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • NorthCrest Asset Manangement held 7,626 shares of Federal Realty Investment Trust worth $804K as of Q3 2026.
  • NorthCrest Asset Manangement bought 265 Federal Realty Investment Trust shares in Q3 2026, an estimated $31.4K.
  • Federal Realty Investment Trust made up 0.02% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #459 holding.
  • NorthCrest Asset Manangement first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 5 quarters since.
  • NorthCrest Asset Manangement's Federal Realty Investment Trust position peaked at $889K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.