Sigma Planning Corp
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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
Q3 		$1.63M Buy
15,077
+283
+2% +$33.5K 0.04% 409
2026
Q2 		$1.83M Buy
14,794
+1
+0% +$116 0.05% 393
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Sigma Planning Corp's FRT Position: Q3 2026 in Review

Sigma Planning Corp increased its Federal Realty Investment Trust (FRT) stake by 1.9% in Q3 2026, buying an estimated $33.5K and bringing the position to 15,077 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #409.

Sigma Planning Corp first reported a position in FRT in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.67M in Q4 2022. 110 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Sigma Planning Corp held 15,077 shares of Federal Realty Investment Trust worth $1.63M as of Q3 2026.
  • Sigma Planning Corp bought 283 Federal Realty Investment Trust shares in Q3 2026, an estimated $33.5K.
  • Federal Realty Investment Trust made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #409 holding.
  • Sigma Planning Corp first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 26 quarters since.
  • Sigma Planning Corp's Federal Realty Investment Trust position peaked at $3.67M in Q4 2022.
  • 110 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.