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Root Financial Partners’s Federal Realty Investment Trust FRT Stock Holding History

Root Financial 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 		– Sell
-216
Closed -$22.9K – 1437
2026
Q1 		$22.9K Buy
216
+211
+4,220% +$22.1K ﹤0.01% 1242
2025
Q4 		$504 Buy
+5
New +$492 ﹤0.01% 2207

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's FRT Position: Q2 2026 in Review

Root Financial Partners sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 216 shares — an estimated $22.9K sold.

Root Financial Partners first reported a position in FRT in Q4 2025 and held it in 2 quarters. The position peaked at $22.9K in Q1 2026. 182 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Root Financial Partners reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 216 Federal Realty Investment Trust shares in Q2 2026, an estimated $22.9K.
  • Root Financial Partners first reported a position in Federal Realty Investment Trust in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Federal Realty Investment Trust position peaked at $22.9K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.