SlateStone Wealth’s Federal Realty Investment Trust FRT Stock Holding History

SlateStone Wealth’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	$809K	Buy	6,555 +150	+2%	+$17.5K	0.06%	189
2026 Q1	$680K	Buy	6,405 +410	+7%	+$42.9K	0.06%	195
2025 Q4	$604K	Hold	5,995	–	–	0.05%	203
2025 Q3	$607K	Hold	5,995	–	–	0.05%	198
2025 Q2	$569K	Hold	5,995	–	–	0.05%	200
2025 Q1	$586K	Hold	5,995	–	–	0.06%	193
2024 Q4	$671K	Buy	5,995 +200	+3%	+$22.6K	0.07%	184
2024 Q3	$666K	Hold	5,795	–	–	0.06%	189
2024 Q2	$585K	Buy	5,795 +35	+0.6%	+$3.53K	0.06%	191
2024 Q1	$588K	Buy	+5,760	New	+$582K	0.06%	185

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

SlateStone Wealth's FRT Position: Q2 2026 in Review

SlateStone Wealth increased its Federal Realty Investment Trust (FRT) stake by 2.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 6,555 shares worth $809K. The position accounts for 0.06% of the portfolio, ranked #189.

SlateStone Wealth first reported a position in FRT in Q1 2024 and has held it in 10 quarters since. 101 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

SlateStone Wealth held 6,555 shares of Federal Realty Investment Trust worth $809K as of Q2 2026.
SlateStone Wealth bought 150 Federal Realty Investment Trust shares in Q2 2026, an estimated $17.5K.
Federal Realty Investment Trust made up 0.06% of SlateStone Wealth's portfolio in Q2 2026, its #189 holding.
SlateStone Wealth first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 10 quarters since.
101 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.