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SummitTX Capital’s Federal Realty Investment Trust FRT Stock Holding History

SummitTX Capital’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 		$1.37M Buy
+11,093
New +$1.29M 0.04% 402
2025
Q3 		– Sell
-10,500
Closed -$997K – 832
2025
Q2 		$997K Buy
+10,500
New +$992K 0.04% 376

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 $3.38T AUM 44.17% 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

SummitTX Capital's FRT Position: Q2 2026 in Review

SummitTX Capital opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 11,093 shares worth $1.37M. The stake represents 0.04% of the portfolio and ranks #402 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in FRT as recently as Q2 2025.

SummitTX Capital first reported a position in FRT in Q2 2025 and has held it in 2 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • SummitTX Capital held 11,093 shares of Federal Realty Investment Trust worth $1.37M as of Q2 2026.
  • Federal Realty Investment Trust was a new SummitTX Capital position in Q2 2026.
  • Federal Realty Investment Trust made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #402 holding.
  • SummitTX Capital first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 2 quarters since.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.