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Plante Moran Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Plante Moran Financial Advisors’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 		$247 Buy
+2
New +$233 ﹤0.01% 1379
2017
Q1 		– Sell
-53
Closed -$8K – 920
2016
Q4 		$8K Buy
+53
New +$7.53K 0.01% 619
2016
Q1 		– Sell
-80
Closed -$12K – 918
2015
Q4 		$12K Buy
+80
New +$11.6K 0.01% 537
2014
Q3 		– Sell
-19
Closed -$2K – 809
2014
Q2 		$2K Hold
19
– – ﹤0.01% 760
2014
Q1 		$2K Hold
19
– – ﹤0.01% 554
2013
Q4 		$2K Hold
19
– – ﹤0.01% 623
2013
Q3 		$2K Hold
19
– – ﹤0.01% 553
2013
Q2 		$2K Buy
+19
New +$2.1K ﹤0.01% 537

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plante Moran Financial Advisors's FRT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 2 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FRT as recently as Q4 2016.

Plante Moran Financial Advisors first reported a position in FRT in Q2 2013 and has held it in 8 quarters since. The position peaked at $12K in Q4 2015. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Federal Realty Investment Trust worth $247 as of Q2 2026.
  • Federal Realty Investment Trust was a new Plante Moran Financial Advisors position in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1379 holding.
  • Plante Moran Financial Advisors first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 8 quarters since.
  • Plante Moran Financial Advisors's Federal Realty Investment Trust position peaked at $12K in Q4 2015.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.