Rakuten Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Rakuten Investment 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 Q1	–	Sell	-7,002	Closed	-$715K	–	536
2025 Q4	$715K	Sell	7,002 -497,943	-99%	-$49M	﹤0.01%	541
2025 Q3	$57.7M	Buy	+504,945	New	+$48.8M	0.21%	24
2025 Q1	$477K	Buy	+4,920	New	+$511K	﹤0.01%	578
2024 Q3	$330K	Buy	2,887 +735	+34%	+$82K	﹤0.01%	456
2024 Q2	$216K	Buy	2,152 +812	+61%	+$82K	﹤0.01%	459
2024 Q1	$137K	Buy	1,340 +1,211	+939%	+$122K	﹤0.01%	458
2023 Q4	$13.6K	Buy	+129	New	+$12.2K	﹤0.01%	448

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Rakuten Investment Management's FRT Position: Q1 2026 in Review

Rakuten Investment Management sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 7,002 shares — an estimated $715K sold.

Rakuten Investment Management first reported a position in FRT in Q4 2023 and held it in 7 quarters. The position peaked at $57.7M in Q3 2025. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Rakuten Investment Management reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 7,002 Federal Realty Investment Trust shares in Q1 2026, an estimated $715K.
Rakuten Investment Management first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's Federal Realty Investment Trust position peaked at $57.7M in Q3 2025.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.