Patton Fund Management’s Federal Realty Investment Trust FRT Stock Holding History

Patton Fund 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	–	Sell	-2,333	Closed	-$248K	–	241
2026 Q1	$248K	Hold	2,333	–	–	0.04%	289
2025 Q4	$235K	Hold	2,333	–	–	0.03%	185
2025 Q3	$236K	Hold	2,333	–	–	0.04%	321
2025 Q2	$222K	Buy	+2,333	New	+$220K	0.05%	377

Other funds holding FRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Patton Fund Management's FRT Position: Q2 2026 in Review

Patton Fund Management sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 2,333 shares — an estimated $248K sold.

Patton Fund Management first reported a position in FRT in Q2 2025 and held it in 4 quarters. The position peaked at $248K in Q1 2026. 89 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Patton Fund Management reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 2,333 Federal Realty Investment Trust shares in Q2 2026, an estimated $248K.
Patton Fund Management first reported a position in Federal Realty Investment Trust in Q2 2025 and held it in 4 quarters.
Patton Fund Management's Federal Realty Investment Trust position peaked at $248K in Q1 2026.
89 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.