Summit Securities Group’s Federal Realty Investment Trust FRT Stock Holding History

Summit Securities Group’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	$2.22K	Buy	18 +5	+38%	+$582	﹤0.01%	1083
2026 Q1	$1.38K	Sell	13 -104	-89%	-$10.9K	﹤0.01%	973
2025 Q4	$11.8K	Sell	117 -19	-14%	-$1.87K	﹤0.01%	872
2025 Q3	$13.8K	Buy	136 +83	+157%	+$8.02K	﹤0.01%	842
2025 Q2	$5.03K	Buy	+53	New	+$5.01K	﹤0.01%	977
2023 Q3	–	Sell	-96	Closed	-$9K	–	738
2023 Q2	$9K	Sell	96 -49	-34%	-$4.61K	﹤0.01%	787
2023 Q1	$14K	Buy	145 +72	+99%	+$7.53K	﹤0.01%	667
2022 Q4	$7K	Buy	+73	New	+$7.39K	﹤0.01%	1064
2022 Q3	–	Sell	-148	Closed	-$14K	–	1006
2022 Q2	$14K	Buy	148 +119	+410%	+$13.4K	﹤0.01%	809
2022 Q1	$4K	Buy	+29	New	+$3.57K	﹤0.01%	992

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Securities Group's FRT Position: Q2 2026 in Review

Summit Securities Group increased its Federal Realty Investment Trust (FRT) stake by 38% in Q2 2026, buying an estimated $582 and bringing the position to 18 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Summit Securities Group first reported a position in FRT in Q1 2022 and has held it in 10 quarters since. The position peaked at $14K in Q1 2023. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Summit Securities Group held 18 shares of Federal Realty Investment Trust worth $2.22K as of Q2 2026.
Summit Securities Group bought 5 Federal Realty Investment Trust shares in Q2 2026, an estimated $582.
Federal Realty Investment Trust made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1083 holding.
Summit Securities Group first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 10 quarters since.
Summit Securities Group's Federal Realty Investment Trust position peaked at $14K in Q1 2023.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.