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Sage Mountain Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Sage Mountain 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 		– Sell
-3,445
Closed -$347K – 399
2025
Q4 		$347K Buy
3,445
+660
+24% +$65K 0.02% 356
2025
Q3 		$282K Buy
+2,785
New +$269K 0.02% 379

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sage Mountain Advisors's FRT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 3,445 shares — an estimated $347K sold.

Sage Mountain Advisors first reported a position in FRT in Q3 2025 and held it in 2 quarters. The position peaked at $347K in Q4 2025. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,445 Federal Realty Investment Trust shares in Q1 2026, an estimated $347K.
  • Sage Mountain Advisors first reported a position in Federal Realty Investment Trust in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Federal Realty Investment Trust position peaked at $347K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.