TFC Financial Management’s Federal Realty Investment Trust FRT Stock Holding History

TFC Financial Management’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	$1.48K	Buy	12 +4	+50%	+$465	﹤0.01%	609
2026 Q1	$850	Hold	8	–	–	﹤0.01%	631
2025 Q4	$807	Hold	8	–	–	﹤0.01%	631
2025 Q3	$811	Hold	8	–	–	﹤0.01%	652
2025 Q2	$760	Sell	8 -1	-11%	-$95	﹤0.01%	608
2025 Q1	$881	Hold	9	–	–	﹤0.01%	570
2024 Q4	$1.01K	Hold	9	–	–	﹤0.01%	573
2024 Q3	$1.03K	Hold	9	–	–	﹤0.01%	586
2024 Q2	$909	Buy	9 +1	+13%	+$101	﹤0.01%	571
2024 Q1	$817	Hold	8	–	–	﹤0.01%	576
2023 Q4	$825	Hold	8	–	–	﹤0.01%	538
2023 Q3	$726	Hold	8	–	–	﹤0.01%	558
2023 Q2	$775	Hold	8	–	–	﹤0.01%	536
2023 Q1	$791	Hold	8	–	–	﹤0.01%	534
2022 Q4	$808	Hold	8	–	–	﹤0.01%	482
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	472
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	466
2022 Q1	$1K	Buy	+8	New	+$985	﹤0.01%	479
2021 Q4	–	Sell	-8	Closed	-$1K	–	590
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	513
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	513
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	501
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	489
2020 Q3	$1K	Buy	+8	New	+$631	﹤0.01%	457

Other funds holding FRT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TFC Financial Management's FRT Position: Q2 2026 in Review

TFC Financial Management increased its Federal Realty Investment Trust (FRT) stake by 50% in Q2 2026, buying an estimated $465 and bringing the position to 12 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

TFC Financial Management first reported a position in FRT in Q3 2020 and has held it in 23 quarters since. 243 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

TFC Financial Management held 12 shares of Federal Realty Investment Trust worth $1.48K as of Q2 2026.
TFC Financial Management bought 4 Federal Realty Investment Trust shares in Q2 2026, an estimated $465.
Federal Realty Investment Trust made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #609 holding.
TFC Financial Management first reported a position in Federal Realty Investment Trust in Q3 2020 and has held it in 23 quarters since.
243 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.