Proficio Capital Partners’s Federal Realty Investment Trust FRT Stock Holding History

Proficio Capital Partners’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	$354K	Buy	+2,866	New	+$333K	0.01%	442
2019 Q3	–	Sell	-20	Closed	-$3K	–	652
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	1388
2019 Q1	$3K	Hold	20	–	–	﹤0.01%	1241
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	1008
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	1037
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	1075
2018 Q1	$2K	Sell	20 -35	-64%	-$4.13K	﹤0.01%	1123
2017 Q4	$7K	Sell	55 -67	-55%	-$8.65K	﹤0.01%	897
2017 Q3	$15K	Buy	122 +54	+79%	+$6.95K	0.01%	664
2017 Q2	$9K	Buy	68 +46	+209%	+$5.93K	﹤0.01%	823
2017 Q1	$3K	Sell	22 -22	-50%	-$3.04K	﹤0.01%	1071
2016 Q4	$6K	Hold	44	–	–	﹤0.01%	713
2016 Q3	$7K	Hold	44	–	–	﹤0.01%	650
2016 Q2	$7K	Buy	44 +16	+57%	+$2.49K	﹤0.01%	635
2016 Q1	$4K	Sell	28 -38	-58%	-$5.69K	﹤0.01%	563
2015 Q4	$10K	Buy	+66	New	+$9.54K	0.01%	274

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Proficio Capital Partners's FRT Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 2,866 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in FRT as recently as Q2 2019.

Proficio Capital Partners first reported a position in FRT in Q4 2015 and has held it in 16 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Proficio Capital Partners held 2,866 shares of Federal Realty Investment Trust worth $354K as of Q2 2026.
Federal Realty Investment Trust was a new Proficio Capital Partners position in Q2 2026.
Federal Realty Investment Trust made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #442 holding.
Proficio Capital Partners first reported a position in Federal Realty Investment Trust in Q4 2015 and has held it in 16 quarters since.
622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.