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Rothschild Investment LLC’s Federal Realty Investment Trust FRT Stock Holding History

Rothschild Investment LLC’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 		$1.04M Buy
8,440
+4,610
+120% +$536K 0.04% 407
2026
Q1 		$407K Buy
3,830
+1,163
+44% +$122K 0.02% 459
2025
Q4 		$269K Buy
2,667
+2,003
+302% +$197K 0.01% 526
2025
Q3 		$67.3K Buy
664
+235
+55% +$22.7K ﹤0.01% 910
2025
Q2 		$40.8K Buy
429
+10
+2% +$945 ﹤0.01% 830
2025
Q1 		$41K Buy
419
+5
+1% +$520 ﹤0.01% 825
2024
Q4 		$46.3K Hold
414
– – ﹤0.01% 793
2024
Q3 		$47.6K Hold
414
– – ﹤0.01% 783
2024
Q2 		$41.8K Sell
414
-20
-5% -$2.02K ﹤0.01% 788
2024
Q1 		$44.3K Buy
434
+15
+4% +$1.52K ﹤0.01% 751
2023
Q4 		$43.2K Buy
+419
New +$39.5K ﹤0.01% 682

Other funds holding FRT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Rothschild Investment LLC's FRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Federal Realty Investment Trust (FRT) stake by 120% in Q2 2026, buying an estimated $536K and bringing the position to 8,440 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #407.

Rothschild Investment LLC first reported a position in FRT in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Rothschild Investment LLC held 8,440 shares of Federal Realty Investment Trust worth $1.04M as of Q2 2026.
  • Rothschild Investment LLC bought 4,610 Federal Realty Investment Trust shares in Q2 2026, an estimated $536K.
  • Federal Realty Investment Trust made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #407 holding.
  • Rothschild Investment LLC first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 11 quarters since.
  • 264 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.