Raymond James Financial
FRT icon

Raymond James Financial’s Federal Realty Investment Trust FRT Stock Holding History

Raymond James Financial’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 		$31.1M Buy
251,873
+105,531
+72% +$12.3M 0.01% 1251
2026
Q1 		$15.5M Sell
146,342
-8,668
-6% -$906K ﹤0.01% 1650
2025
Q4 		$15.6M Buy
155,010
+6,028
+4% +$594K ﹤0.01% 1616
2025
Q3 		$15.1M Buy
148,982
+16,389
+12% +$1.58M ﹤0.01% 1616
2025
Q2 		$12.6M Sell
132,593
-1,688
-1% -$160K ﹤0.01% 1705
2025
Q1 		$13.1M Sell
134,281
-19,244
-13% -$2M ﹤0.01% 1608
2024
Q4 		$17.2M Buy
+153,525
New +$17.4M 0.01% 1434

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 $3.38T AUM 44.17% 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

Raymond James Financial's FRT Position: Q2 2026 in Review

Raymond James Financial increased its Federal Realty Investment Trust (FRT) stake by 72% in Q2 2026, buying an estimated $12.3M and bringing the position to 251,873 shares worth $31.1M. The position accounts for 0.01% of the portfolio, ranked #1251.

Raymond James Financial first reported a position in FRT in Q4 2024 and has held it in 7 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Raymond James Financial held 251,873 shares of Federal Realty Investment Trust worth $31.1M as of Q2 2026.
  • Raymond James Financial bought 105,531 Federal Realty Investment Trust shares in Q2 2026, an estimated $12.3M.
  • Federal Realty Investment Trust made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1251 holding.
  • Raymond James Financial first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 7 quarters since.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.