Sivia Capital Partners’s Federal Realty Investment Trust FRT Stock Holding History

Sivia Capital Partners’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 Q2	$1.18M	Buy	9,525 +2,371	+33%	+$276K	0.14%	168
2026 Q1	$760K	Buy	7,154 +694	+11%	+$72.5K	0.15%	183
2025 Q4	$651K	Buy	6,460 +3,945	+157%	+$388K	0.13%	205
2025 Q3	$255K	Buy	+2,515	New	+$243K	0.07%	379

Other funds holding FRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Sivia Capital Partners's FRT Position: Q2 2026 in Review

Sivia Capital Partners increased its Federal Realty Investment Trust (FRT) stake by 33% in Q2 2026, buying an estimated $276K and bringing the position to 9,525 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #168.

Sivia Capital Partners first reported a position in FRT in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Sivia Capital Partners held 9,525 shares of Federal Realty Investment Trust worth $1.18M as of Q2 2026.
Sivia Capital Partners bought 2,371 Federal Realty Investment Trust shares in Q2 2026, an estimated $276K.
Federal Realty Investment Trust made up 0.14% of Sivia Capital Partners's portfolio in Q2 2026, its #168 holding.
Sivia Capital Partners first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 4 quarters since.
111 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.