Richard Bernstein Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Richard Bernstein Advisors’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	$1.94M	Buy	+18,279	New	+$1.91M	0.06%	80
2020 Q2	–	Sell	-43,114	Closed	-$3.23M	–	262
2020 Q1	$3.23M	Hold	43,114	–	–	0.11%	99
2019 Q4	$5.55M	Hold	43,114	–	–	0.18%	78
2019 Q3	$5.87M	Hold	43,114	–	–	0.19%	74
2019 Q2	$5.55M	Buy	+43,114	New	+$5.72M	0.18%	77
2016 Q3	–	Sell	-15,105	Closed	-$2.5M	–	232
2016 Q2	$2.5M	Hold	15,105	–	–	0.24%	161
2016 Q1	$2.36M	Buy	+15,105	New	+$2.26M	0.24%	178

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Richard Bernstein Advisors's FRT Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q1 2026: 18,279 shares worth $1.94M. The stake represents 0.06% of the portfolio and ranks #80 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in FRT as recently as Q1 2020.

Richard Bernstein Advisors first reported a position in FRT in Q1 2016 and has held it in 7 quarters since. The position peaked at $5.87M in Q3 2019. 560 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Richard Bernstein Advisors held 18,279 shares of Federal Realty Investment Trust worth $1.94M as of Q1 2026.
Federal Realty Investment Trust was a new Richard Bernstein Advisors position in Q1 2026.
Federal Realty Investment Trust made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #80 holding.
Richard Bernstein Advisors first reported a position in Federal Realty Investment Trust in Q1 2016 and has held it in 7 quarters since.
Richard Bernstein Advisors's Federal Realty Investment Trust position peaked at $5.87M in Q3 2019.
560 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.