Tortoise Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-3	Closed	-$304	–	683
2025 Q3	$304	Buy	3 +2	+200%	+$193	﹤0.01%	1259
2025 Q2	$95	Buy	+1	New	+$95	﹤0.01%	1278
2023 Q3	–	Sell	-139	Closed	-$13.5K	–	810
2023 Q2	$13.5K	Hold	139	–	–	﹤0.01%	519
2023 Q1	$13.7K	Sell	139 -65	-32%	-$6.8K	﹤0.01%	507
2022 Q4	$20.6K	Hold	204	–	–	﹤0.01%	452
2022 Q3	$18K	Hold	204	–	–	﹤0.01%	461
2022 Q2	$20K	Hold	204	–	–	﹤0.01%	432
2022 Q1	$25K	Hold	204	–	–	﹤0.01%	396
2021 Q4	$28K	Hold	204	–	–	0.01%	357
2021 Q3	$24K	Hold	204	–	–	﹤0.01%	364
2021 Q2	$24K	Buy	+204	New	+$23.2K	0.01%	360

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tortoise Investment Management's FRT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 3 shares — an estimated $304 sold.

Tortoise Investment Management first reported a position in FRT in Q2 2021 and held it in 11 quarters. The position peaked at $28K in Q4 2021. 527 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

Tortoise Investment Management reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 3 Federal Realty Investment Trust shares in Q4 2025, an estimated $304.
Tortoise Investment Management first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 11 quarters.
Tortoise Investment Management's Federal Realty Investment Trust position peaked at $28K in Q4 2021.
527 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.