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

Swan 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
Q1 		– Sell
-31
Closed -$3.13K – 581
2025
Q4 		$3.13K Hold
31
– – ﹤0.01% 286
2025
Q3 		$3.14K Sell
31
-11
-26% -$1.06K ﹤0.01% 263
2025
Q2 		$3.99K Buy
+42
New +$3.97K ﹤0.01% 259

Other funds holding FRT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Swan Capital's FRT Position: Q1 2026 in Review

Swan Capital sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 31 shares — an estimated $3.13K sold.

Swan Capital first reported a position in FRT in Q2 2025 and held it in 3 quarters. The position peaked at $3.99K in Q2 2025. 560 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Swan Capital reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • Swan Capital sold 31 Federal Realty Investment Trust shares in Q1 2026, an estimated $3.13K.
  • Swan Capital first reported a position in Federal Realty Investment Trust in Q2 2025 and held it in 3 quarters.
  • Swan Capital's Federal Realty Investment Trust position peaked at $3.99K in Q2 2025.
  • 560 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.