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Portfolio Design Labs’s Federal Realty Investment Trust FRT Stock Holding History

Portfolio Design Labs’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
Q1 		$1.02M Sell
9,562
-5,059
-35% -$529K 0.18% 126
2025
Q4 		$1.47M Buy
14,621
+356
+2% +$35.1K 0.24% 105
2025
Q3 		$1.45M Buy
+14,265
New +$1.38M 0.25% 102

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Portfolio Design Labs's FRT Position: Q1 2026 in Review

Portfolio Design Labs reduced its Federal Realty Investment Trust (FRT) stake by 35% in Q1 2026, selling an estimated $529K and leaving 9,562 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #126.

Portfolio Design Labs first reported a position in FRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Portfolio Design Labs held 9,562 shares of Federal Realty Investment Trust worth $1.02M as of Q1 2026.
  • Portfolio Design Labs sold 5,059 Federal Realty Investment Trust shares in Q1 2026, an estimated $529K.
  • Federal Realty Investment Trust made up 0.18% of Portfolio Design Labs's portfolio in Q1 2026, its #126 holding.
  • Portfolio Design Labs first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 3 quarters since.
  • Portfolio Design Labs's Federal Realty Investment Trust position peaked at $1.47M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.