Stonebridge Financial Group, LLC/CA’s Federal Realty Investment Trust FRT Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$567K	Buy	+4,598	New	+$535K	0.08%	157

Other funds holding FRT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's FRT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 4,598 shares worth $567K. The stake represents 0.08% of the portfolio and ranks #157 among its holdings.

473 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 4,598 shares of Federal Realty Investment Trust worth $567K as of Q2 2026.
Federal Realty Investment Trust was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Federal Realty Investment Trust made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #157 holding.
473 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.