UMB Bank
FRT icon

UMB Bank’s Federal Realty Investment Trust FRT Stock Holding History

UMB Bank’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
Q3 		$17.4K Hold
161
– – ﹤0.01% 1696
2026
Q2 		$19.9K Buy
161
+27
+20% +$3.14K ﹤0.01% 1675
2026
Q1 		$14.2K Hold
134
– – ﹤0.01% 1717
2025
Q4 		$13.5K Buy
134
+15
+13% +$1.48K ﹤0.01% 1701
2025
Q3 		$12.1K Sell
119
-32
-21% -$3.09K ﹤0.01% 1606
2025
Q2 		$14.3K Buy
151
+73
+94% +$6.9K ﹤0.01% 1483
2025
Q1 		$7.63K Buy
78
+47
+152% +$4.88K ﹤0.01% 1636
2024
Q4 		$3.47K Buy
31
+9
+41% +$1.02K ﹤0.01% 1816
2024
Q3 		$2.53K Hold
22
– – ﹤0.01% 1930
2024
Q2 		$2.22K Buy
22
+11
+100% +$1.11K ﹤0.01% 1735
2024
Q1 		$1.12K Buy
11
+3
+38% +$303 ﹤0.01% 1732
2023
Q4 		$824 Buy
+8
New +$755 ﹤0.01% 1545

Other funds holding FRT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

UMB Bank's FRT Position: Q3 2026 in Review

UMB Bank held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 161 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

UMB Bank first reported a position in FRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.9K in Q2 2026. 462 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • UMB Bank held 161 shares of Federal Realty Investment Trust worth $17.4K as of Q3 2026.
  • UMB Bank left its Federal Realty Investment Trust share count unchanged in Q3 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1696 holding.
  • UMB Bank first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 12 quarters since.
  • UMB Bank's Federal Realty Investment Trust position peaked at $19.9K in Q2 2026.
  • 462 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.