Raymond James Financial
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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Raymond James Financial's FRT Position: Q1 2026 in Review

Raymond James Financial reduced its Federal Realty Investment Trust (FRT) stake by 5.6% in Q1 2026, selling an estimated $906K and leaving 146,342 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Raymond James Financial first reported a position in FRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.2M in Q4 2024. 558 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Raymond James Financial held 146,342 shares of Federal Realty Investment Trust worth $15.5M as of Q1 2026.
  • Raymond James Financial sold 8,668 Federal Realty Investment Trust shares in Q1 2026, an estimated $906K.
  • Federal Realty Investment Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1650 holding.
  • Raymond James Financial first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Federal Realty Investment Trust position peaked at $17.2M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.