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Summit Financial’s Federal Realty Investment Trust FRT Stock Holding History

Summit Financial’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 		$1.46M Buy
11,805
+654
+6% +$76.1K 0.02% 717
2026
Q1 		$1.18M Buy
11,151
+610
+6% +$63.8K 0.02% 717
2025
Q4 		$1.06M Buy
10,541
+67
+0.6% +$6.6K 0.02% 651
2025
Q3 		$1.06M Buy
10,474
+561
+6% +$54.2K 0.02% 633
2025
Q2 		$942K Sell
9,913
-82
-0.8% -$7.75K 0.02% 423
2025
Q1 		$978K Sell
9,995
-64
-0.6% -$6.65K 0.03% 378
2024
Q4 		$1.13M Buy
+10,059
New +$1.14M 0.04% 295

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial's FRT Position: Q2 2026 in Review

Summit Financial increased its Federal Realty Investment Trust (FRT) stake by 5.9% in Q2 2026, buying an estimated $76.1K and bringing the position to 11,805 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #717.

Summit Financial first reported a position in FRT in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Summit Financial held 11,805 shares of Federal Realty Investment Trust worth $1.46M as of Q2 2026.
  • Summit Financial bought 654 Federal Realty Investment Trust shares in Q2 2026, an estimated $76.1K.
  • Federal Realty Investment Trust made up 0.02% of Summit Financial's portfolio in Q2 2026, its #717 holding.
  • Summit Financial first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.