Pinnacle Associates
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Pinnacle Associates’s Federal Realty Investment Trust FRT Stock Holding History

Pinnacle Associates’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 		$232K Buy
2,145
+11
+0.5% +$1.3K ﹤0.01% 876
2026
Q2 		$263K Sell
2,134
-131
-6% -$15.2K ﹤0.01% 846
2026
Q1 		$241K Buy
2,265
+21
+0.9% +$2.2K ﹤0.01% 863
2025
Q4 		$226K Buy
+2,244
New +$221K ﹤0.01% 870

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Bank of New York Mellon
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Deutsche Bank
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Vest Financial
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Private Management Group
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Mackenzie Financial
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Citigroup
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Pinnacle Associates's FRT Position: Q3 2026 in Review

Pinnacle Associates increased its Federal Realty Investment Trust (FRT) stake by 0.52% in Q3 2026, buying an estimated $1.3K and bringing the position to 2,145 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Pinnacle Associates first reported a position in FRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $263K in Q2 2026. 278 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Pinnacle Associates held 2,145 shares of Federal Realty Investment Trust worth $232K as of Q3 2026.
  • Pinnacle Associates bought 11 Federal Realty Investment Trust shares in Q3 2026, an estimated $1.3K.
  • Federal Realty Investment Trust made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #876 holding.
  • Pinnacle Associates first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Associates's Federal Realty Investment Trust position peaked at $263K in Q2 2026.
  • 278 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.