SSG
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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
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 – 751
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 – 1025
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return