Wellington Management Group
FRT icon

Wellington Management Group’s Federal Realty Investment Trust FRT Stock Holding History

Wellington Management Group’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 		$59.8M Buy
+484,702
New +$56.4M 0.01% 699
2025
Q4 		– Sell
-2,267
Closed -$230K – 1976
2025
Q3 		$230K Sell
2,267
-447
-16% -$43.2K ﹤0.01% 1937
2025
Q2 		$258K Buy
2,714
+365
+16% +$34.5K ﹤0.01% 1894
2025
Q1 		$230K Buy
2,349
+545
+30% +$56.6K ﹤0.01% 1895
2024
Q4 		$202K Sell
1,804
-229,106
-99% -$25.9M ﹤0.01% 1904
2024
Q3 		$26.5M Buy
+230,910
New +$25.8M ﹤0.01% 876
2020
Q1 		– Sell
-2,885
Closed -$371K – 1961
2019
Q4 		$371K Sell
2,885
-2,676
-48% -$356K ﹤0.01% 1906
2019
Q3 		$757K Buy
5,561
+2,635
+90% +$347K ﹤0.01% 1784
2019
Q2 		$377K Buy
2,926
+518
+22% +$68.7K ﹤0.01% 1948
2019
Q1 		$333K Buy
2,408
+144
+6% +$18.9K ﹤0.01% 1956
2018
Q4 		$267K Buy
+2,264
New +$284K ﹤0.01% 1983
2017
Q1 		– Sell
-5,079
Closed -$722K – 2262
2016
Q4 		$722K Buy
5,079
+162
+3% +$23K ﹤0.01% 1939
2016
Q3 		$757K Sell
4,917
-188,082
-97% -$30.4M ﹤0.01% 1904
2016
Q2 		$32M Sell
192,999
-95,868
-33% -$14.9M 0.01% 797
2016
Q1 		$45.1M Buy
288,867
+76,522
+36% +$11.5M 0.01% 705
2015
Q4 		$31M Buy
212,345
+16,973
+9% +$2.45M 0.01% 827
2015
Q3 		$26.7M Buy
195,372
+31,432
+19% +$4.2M 0.01% 879
2015
Q2 		$21M Sell
163,940
-6,271
-4% -$852K 0.01% 1007
2015
Q1 		$25.1M Buy
170,211
+7,955
+5% +$1.14M 0.01% 966
2014
Q4 		$21.7M Buy
162,256
+13,008
+9% +$1.69M 0.01% 1026
2014
Q3 		$17.7M Sell
149,248
-40,839
-21% -$5.01M ﹤0.01% 1070
2014
Q2 		$23M Sell
190,087
-12,699
-6% -$1.5M 0.01% 988
2014
Q1 		$23.3M Buy
202,786
+178,461
+734% +$19.5M 0.01% 978
2013
Q4 		$2.47M Buy
24,325
+20,295
+504% +$2.11M ﹤0.01% 1658
2013
Q3 		$409K Sell
4,030
-185
-4% -$18.9K ﹤0.01% 2011
2013
Q2 		$437K Buy
+4,215
New +$466K ﹤0.01% 1954

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

Wellington Management Group's FRT Position: Q2 2026 in Review

Wellington Management Group opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 484,702 shares worth $59.8M. The stake represents 0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in FRT as recently as Q3 2025.

Wellington Management Group first reported a position in FRT in Q2 2013 and has held it in 26 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Wellington Management Group held 484,702 shares of Federal Realty Investment Trust worth $59.8M as of Q2 2026.
  • Federal Realty Investment Trust was a new Wellington Management Group position in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #699 holding.
  • Wellington Management Group first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 26 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.