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Sentry Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Sentry Investment Management’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
-213
Closed -$21K – 192
2025
Q4 		$21K Hold
213
– – 0.01% 499
2025
Q3 		$21K Sell
213
-47
-18% -$4.54K 0.01% 513
2025
Q2 		$24K Hold
260
– – 0.01% 481
2025
Q1 		$23K Sell
260
-14
-5% -$1.46K 0.02% 464
2024
Q4 		$31K Sell
274
-45
-14% -$5.09K 0.01% 441
2024
Q3 		$37K Hold
319
– – 0.02% 467
2024
Q2 		$32K Sell
319
-65
-17% -$6.56K 0.01% 449
2024
Q1 		$39K Hold
384
– – 0.02% 437
2023
Q4 		$40K Sell
384
-41
-10% -$3.87K 0.02% 448
2023
Q3 		$39K Sell
425
-57
-12% -$5.62K 0.02% 486
2023
Q2 		$47K Hold
482
– – 0.02% 481
2023
Q1 		$48K Buy
+482
New +$50.4K 0.02% 449
2022
Q4 		– Sell
-468
Closed -$42K – 496
2022
Q3 		$42K Hold
468
– – 0.02% 496
2022
Q2 		$45K Sell
468
-91
-16% -$10.2K 0.02% 487
2022
Q1 		$68K Sell
559
-94
-14% -$11.6K 0.02% 479
2021
Q4 		$89K Buy
653
+632
+3,010% +$80.2K 0.02% 442
2021
Q3 		$2K Hold
21
– – ﹤0.01% 495
2021
Q2 		$2K Buy
+21
New +$2.38K ﹤0.01% 478
2020
Q3 		– Sell
-4,055
Closed -$346K – 448
2020
Q2 		$346K Buy
+4,055
New +$327K 0.02% 429
2017
Q3 		– Sell
-783
Closed -$99K – 506
2017
Q2 		$99K Sell
783
-2,909
-79% -$375K ﹤0.01% 510
2017
Q1 		$493K Buy
3,692
+1,458
+65% +$201K 0.02% 453
2016
Q4 		$317K Buy
2,234
+1,350
+153% +$192K 0.01% 489
2016
Q3 		$136K Sell
884
-1,376
-61% -$222K 0.01% 501
2016
Q2 		$374K Hold
2,260
– – 0.02% 468
2016
Q1 		$353K Buy
+2,260
New +$338K 0.02% 471

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Sentry Investment Management's FRT Position: Q1 2026 in Review

Sentry Investment Management sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 213 shares — an estimated $21K sold.

Sentry Investment Management first reported a position in FRT in Q1 2016 and held it in 25 quarters. The position peaked at $493K in Q1 2017. 560 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Sentry Investment Management reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 213 Federal Realty Investment Trust shares in Q1 2026, an estimated $21K.
  • Sentry Investment Management first reported a position in Federal Realty Investment Trust in Q1 2016 and held it in 25 quarters.
  • Sentry Investment Management's Federal Realty Investment Trust position peaked at $493K in Q1 2017.
  • 560 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.