Savant Capital
FRT icon

Savant Capital’s Federal Realty Investment Trust FRT Stock Holding History

Savant Capital’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
Q3 		$1.65M Buy
15,254
+13,595
+819% +$1.61M ﹤0.01% 927
2026
Q2 		$205K Sell
1,659
-474
-22% -$55.2K ﹤0.01% 1730
2026
Q1 		$227K Buy
+2,133
New +$223K ﹤0.01% 1332

Other funds holding FRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Savant Capital's FRT Position: Q3 2026 in Review

Savant Capital increased its Federal Realty Investment Trust (FRT) stake by 819% in Q3 2026, buying an estimated $1.61M and bringing the position to 15,254 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Savant Capital first reported a position in FRT in Q1 2026 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Savant Capital held 15,254 shares of Federal Realty Investment Trust worth $1.65M as of Q3 2026.
  • Savant Capital bought 13,595 Federal Realty Investment Trust shares in Q3 2026, an estimated $1.61M.
  • Federal Realty Investment Trust made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #927 holding.
  • Savant Capital first reported a position in Federal Realty Investment Trust in Q1 2026 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.