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BOLTON SECURITIES CORPORATION’s Federal Realty Investment Trust FRT Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$191K Buy
1,764
+720
+69% +$85.2K 0.01% 905
2026
Q2 		$129K Buy
1,044
+65
+7% +$7.56K ﹤0.01% 1037
2026
Q1 		$104K Buy
+979
New +$102K ﹤0.01% 1010
2025
Q3 		$49K Buy
+484
New +$46.8K ﹤0.01% 1151
2025
Q1 		$19.4K Buy
+198
New +$20.6K ﹤0.01% 1284

Other funds holding FRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FRT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Federal Realty Investment Trust (FRT) stake by 69% in Q3 2026, buying an estimated $85.2K and bringing the position to 1,764 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #905.

BOLTON SECURITIES CORPORATION first reported a position in FRT in Q1 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,764 shares of Federal Realty Investment Trust worth $191K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 720 Federal Realty Investment Trust shares in Q3 2026, an estimated $85.2K.
  • Federal Realty Investment Trust made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #905 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Federal Realty Investment Trust in Q1 2025 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.