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Summit Trail Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Summit Trail Advisors’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 		$1.58M Buy
14,886
+5,429
+57% +$567K 0.02% 696
2025
Q4 		$953K Buy
9,457
+68
+0.7% +$6.7K 0.02% 839
2025
Q3 		$951K Buy
9,389
+6,467
+221% +$625K 0.01% 859
2025
Q2 		$278K Buy
+2,922
New +$276K ﹤0.01% 955
2018
Q1 		– Sell
-362
Closed -$45K – 880
2017
Q4 		$45K Buy
+362
New +$46.7K 0.01% 842

Other funds holding FRT

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Summit Trail Advisors's FRT Position: Q1 2026 in Review

Summit Trail Advisors increased its Federal Realty Investment Trust (FRT) stake by 57% in Q1 2026, buying an estimated $567K and bringing the position to 14,886 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #696.

Summit Trail Advisors first reported a position in FRT in Q4 2017 and has held it in 5 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Summit Trail Advisors held 14,886 shares of Federal Realty Investment Trust worth $1.58M as of Q1 2026.
  • Summit Trail Advisors bought 5,429 Federal Realty Investment Trust shares in Q1 2026, an estimated $567K.
  • Federal Realty Investment Trust made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #696 holding.
  • Summit Trail Advisors first reported a position in Federal Realty Investment Trust in Q4 2017 and has held it in 5 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.