XF
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XML Financial’s Federal Realty Investment Trust FRT Stock Holding History

XML Financial’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 		$315K Sell
2,554
-301
-11% -$35K 0.02% 360
2026
Q1 		$303K Buy
2,855
+270
+10% +$28.2K 0.02% 340
2025
Q4 		$261K Buy
+2,585
New +$255K 0.02% 362

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

XML Financial's FRT Position: Q2 2026 in Review

XML Financial reduced its Federal Realty Investment Trust (FRT) stake by 11% in Q2 2026, selling an estimated $35K and leaving 2,554 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #360.

XML Financial first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • XML Financial held 2,554 shares of Federal Realty Investment Trust worth $315K as of Q2 2026.
  • XML Financial sold 301 Federal Realty Investment Trust shares in Q2 2026, an estimated $35K.
  • Federal Realty Investment Trust made up 0.02% of XML Financial's portfolio in Q2 2026, its #360 holding.
  • XML Financial first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.