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Sigma Planning Corp’s Federal Realty Investment Trust FRT Stock Holding History

Sigma Planning Corp’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 		$1.57M Buy
14,793
+1,388
+10% +$145K 0.04% 406
2025
Q4 		$1.35M Buy
13,405
+295
+2% +$29K 0.04% 435
2025
Q3 		$1.33M Sell
13,110
-49
-0.4% -$4.74K 0.04% 440
2025
Q2 		$1.25M Buy
13,159
+405
+3% +$38.3K 0.04% 436
2025
Q1 		$1.25M Buy
12,754
+445
+4% +$46.2K 0.04% 413
2024
Q4 		$1.38M Buy
12,309
+2,225
+22% +$252K 0.04% 382
2024
Q3 		$1.16M Sell
10,084
-174
-2% -$19.4K 0.04% 459
2024
Q2 		$1.04M Sell
10,258
-62
-0.6% -$6.26K 0.03% 476
2024
Q1 		$1.05M Buy
10,320
+6,256
+154% +$633K 0.03% 493
2023
Q4 		$419K Sell
4,064
-6,763
-62% -$638K 0.03% 515
2023
Q3 		$981K Sell
10,827
-163
-1% -$16.1K 0.04% 472
2023
Q2 		$1.06M Buy
10,990
+233
+2% +$21.9K 0.04% 432
2023
Q1 		$1.06M Sell
10,757
-25,592
-70% -$2.68M 0.04% 486
2022
Q4 		$3.67M Buy
36,349
+31,264
+615% +$3.17M 0.13% 172
2022
Q3 		$458K Buy
5,085
+565
+13% +$57.4K 0.02% 766
2022
Q2 		$433K Sell
4,520
-723
-14% -$81.2K 0.02% 811
2022
Q1 		$640K Sell
5,243
-234
-4% -$28.8K 0.02% 739
2021
Q4 		$747K Sell
5,477
-1,838
-25% -$233K 0.02% 664
2021
Q3 		$863K Buy
7,315
+291
+4% +$34.5K 0.03% 601
2021
Q2 		$823K Buy
7,024
+3,023
+76% +$343K 0.02% 627
2021
Q1 		$406K Sell
4,001
-297
-7% -$28.6K 0.01% 860
2020
Q4 		$366K Sell
4,298
-583
-12% -$48.5K 0.01% 802
2020
Q3 		$359K Buy
4,881
+1,280
+36% +$101K 0.01% 733
2020
Q2 		$307K Buy
+3,601
New +$291K 0.01% 766

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

Sigma Planning Corp's FRT Position: Q1 2026 in Review

Sigma Planning Corp increased its Federal Realty Investment Trust (FRT) stake by 10% in Q1 2026, buying an estimated $145K and bringing the position to 14,793 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #406.

Sigma Planning Corp first reported a position in FRT in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.67M in Q4 2022. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Sigma Planning Corp held 14,793 shares of Federal Realty Investment Trust worth $1.57M as of Q1 2026.
  • Sigma Planning Corp bought 1,388 Federal Realty Investment Trust shares in Q1 2026, an estimated $145K.
  • Federal Realty Investment Trust made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #406 holding.
  • Sigma Planning Corp first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 24 quarters since.
  • Sigma Planning Corp's Federal Realty Investment Trust position peaked at $3.67M in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.