SS
FRT icon

Sunbelt Securities’s Federal Realty Investment Trust FRT Stock Holding History

Sunbelt Securities’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 		$6.17K Hold
58
– – ﹤0.01% 1618
2025
Q4 		$5.84K Hold
58
– – ﹤0.01% 1593
2025
Q3 		$5.85K Sell
58
-1,604
-97% -$155K ﹤0.01% 1580
2025
Q2 		$186K Buy
1,662
+1,648
+11,771% +$156K 0.02% 601
2025
Q1 		$1.41K Sell
14
-1,648
-99% -$171K ﹤0.01% 1616
2024
Q4 		$184K Buy
1,662
+8
+0.5% +$904 0.02% 605
2024
Q3 		$190K Buy
1,654
+7
+0.4% +$781 0.02% 603
2024
Q2 		$166K Buy
1,647
+7
+0.4% +$706 0.02% 604
2024
Q1 		$168K Buy
1,640
+11
+0.7% +$1.11K 0.02% 580
2023
Q4 		$168K Buy
1,629
+14
+0.9% +$1.32K 0.02% 546
2023
Q3 		$146K Buy
1,615
+12
+0.7% +$1.18K 0.02% 560
2023
Q2 		$155K Buy
1,603
+412
+35% +$38.7K 0.02% 532
2023
Q1 		$114K Buy
+1,191
New +$125K 0.02% 552

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

Sunbelt Securities's FRT Position: Q1 2026 in Review

Sunbelt Securities held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 58 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Sunbelt Securities first reported a position in FRT in Q1 2023 and has held it in 13 quarters since. The position peaked at $190K in Q3 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Sunbelt Securities held 58 shares of Federal Realty Investment Trust worth $6.17K as of Q1 2026.
  • Sunbelt Securities left its Federal Realty Investment Trust share count unchanged in Q1 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1618 holding.
  • Sunbelt Securities first reported a position in Federal Realty Investment Trust in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Federal Realty Investment Trust position peaked at $190K in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.