Vanguard Personalized Indexing Management
FRT icon

Vanguard Personalized Indexing Management’s Federal Realty Investment Trust FRT Stock Holding History

Vanguard Personalized Indexing 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 		$889K Sell
7,204
-1,718
-19% -$200K 0.01% 1059
2026
Q1 		$948K Buy
8,922
+1,709
+24% +$179K 0.01% 960
2025
Q4 		$727K Buy
7,213
+412
+6% +$40.6K 0.01% 1062
2025
Q3 		$689K Buy
6,801
+490
+8% +$47.4K 0.01% 1087
2025
Q2 		$600K Buy
6,311
+1,553
+33% +$147K 0.01% 1116
2025
Q1 		$465K Sell
4,758
-942
-17% -$97.9K 0.01% 1154
2024
Q4 		$638K Buy
5,700
+44
+0.8% +$4.97K 0.01% 993
2024
Q3 		$650K Buy
5,656
+355
+7% +$39.6K 0.01% 976
2024
Q2 		$535K Buy
5,301
+143
+3% +$14.4K 0.01% 1002
2024
Q1 		$527K Buy
5,158
+633
+14% +$64K 0.01% 996
2023
Q4 		$466K Sell
4,525
-16
-0.4% -$1.51K 0.01% 1037
2023
Q3 		$412K Sell
4,541
-574
-11% -$56.6K 0.01% 973
2023
Q2 		$495K Buy
5,115
+798
+18% +$75K 0.02% 900
2023
Q1 		$427K Buy
4,317
+612
+17% +$64K 0.01% 953
2022
Q4 		$374K Sell
3,705
-185
-5% -$18.7K 0.02% 896
2022
Q3 		$351K Sell
3,890
-392
-9% -$39.8K 0.02% 911
2022
Q2 		$410K Sell
4,282
-3,244
-43% -$364K 0.02% 884
2022
Q1 		$919K Sell
7,526
-361
-5% -$44.5K 0.04% 494
2021
Q4 		$1.07M Buy
7,887
+3,336
+73% +$423K 0.06% 353
2021
Q3 		$537K Sell
4,551
-1,363
-23% -$162K 0.05% 474
2021
Q2 		$693K Buy
+5,914
New +$671K 0.07% 344

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Personalized Indexing Management's FRT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Federal Realty Investment Trust (FRT) stake by 19% in Q2 2026, selling an estimated $200K and leaving 7,204 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1059.

Vanguard Personalized Indexing Management first reported a position in FRT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q4 2021. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,204 shares of Federal Realty Investment Trust worth $889K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,718 Federal Realty Investment Trust shares in Q2 2026, an estimated $200K.
  • Federal Realty Investment Trust made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1059 holding.
  • Vanguard Personalized Indexing Management first reported a position in Federal Realty Investment Trust in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Federal Realty Investment Trust position peaked at $1.07M in Q4 2021.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.