NovaPoint Capital’s Federal Realty Investment Trust FRT Stock Holding History

NovaPoint Capital’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	$400K	Sell	3,697 -201	-5%	-$23.8K	0.09%	116
2026 Q2	$481K	Buy	+3,898	New	+$454K	0.1%	101
2025 Q4	–	Sell	-4,112	Closed	-$417K	–	99
2025 Q3	$417K	Buy	+4,112	New	+$397K	0.1%	103
2025 Q2	–	Sell	-3,989	Closed	-$390K	–	96
2025 Q1	$390K	Sell	3,989 -83	-2%	-$8.62K	0.12%	102
2024 Q4	$456K	Buy	4,072 +152	+4%	+$17.2K	0.14%	91
2024 Q3	$451K	Buy	3,920 +55	+1%	+$6.14K	0.14%	94
2024 Q2	$390K	Sell	3,865 -97	-2%	-$9.8K	0.13%	99
2024 Q1	$405K	Sell	3,962 -769	-16%	-$77.8K	0.14%	93
2023 Q4	$488K	Sell	4,731 -485	-9%	-$45.8K	0.18%	88
2023 Q3	$473K	Buy	5,216 +824	+19%	+$81.2K	0.19%	88
2023 Q2	$425K	Buy	4,392 +35	+0.8%	+$3.29K	0.16%	93
2023 Q1	$431K	Sell	4,357 -89	-2%	-$9.31K	0.18%	92
2022 Q4	$449K	Buy	4,446 +80	+2%	+$8.1K	0.2%	88
2022 Q3	$393K	Buy	+4,366	New	+$444K	0.18%	97

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

NovaPoint Capital's FRT Position: Q3 2026 in Review

NovaPoint Capital reduced its Federal Realty Investment Trust (FRT) stake by 5.2% in Q3 2026, selling an estimated $23.8K and leaving 3,697 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #116.

NovaPoint Capital first reported a position in FRT in Q3 2022 and has held it in 14 quarters since. The position peaked at $488K in Q4 2023. 177 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

NovaPoint Capital held 3,697 shares of Federal Realty Investment Trust worth $400K as of Q3 2026.
NovaPoint Capital sold 201 Federal Realty Investment Trust shares in Q3 2026, an estimated $23.8K.
Federal Realty Investment Trust made up 0.09% of NovaPoint Capital's portfolio in Q3 2026, its #116 holding.
NovaPoint Capital first reported a position in Federal Realty Investment Trust in Q3 2022 and has held it in 14 quarters since.
NovaPoint Capital's Federal Realty Investment Trust position peaked at $488K in Q4 2023.
177 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.