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AGF Management’s Federal Realty Investment Trust FRT Stock Holding History

AGF 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
2025
Q2 		– Sell
-4,738
Closed -$463K – 674
2025
Q1 		$463K Buy
4,738
+88
+2% +$9.14K ﹤0.01% 611
2024
Q4 		$521K Buy
4,650
+1,500
+48% +$170K ﹤0.01% 629
2024
Q3 		$362K Buy
+3,150
New +$352K ﹤0.01% 647

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

AGF Management's FRT Position: Q2 2025 in Review

AGF Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 4,738 shares — an estimated $463K sold.

AGF Management first reported a position in FRT in Q3 2024 and held it in 3 quarters. The position peaked at $521K in Q4 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • AGF Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • AGF Management sold 4,738 Federal Realty Investment Trust shares in Q2 2025, an estimated $463K.
  • AGF Management first reported a position in Federal Realty Investment Trust in Q3 2024 and held it in 3 quarters.
  • AGF Management's Federal Realty Investment Trust position peaked at $521K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.