AF
FRT icon

Allworth Financial’s Federal Realty Investment Trust FRT Stock Holding History

Allworth 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
Q1 		$517K Buy
4,867
+1,125
+30% +$118K ﹤0.01% 940
2025
Q4 		$377K Buy
3,742
+700
+23% +$68.9K ﹤0.01% 1053
2025
Q3 		$308K Buy
3,042
+595
+24% +$57.5K ﹤0.01% 1081
2025
Q2 		$232K Buy
2,447
+233
+11% +$22K ﹤0.01% 1118
2025
Q1 		$211K Buy
2,214
+170
+8% +$17.7K ﹤0.01% 930
2024
Q4 		$213K Buy
2,044
+819
+67% +$92.6K ﹤0.01% 925
2024
Q3 		$141K Buy
1,225
+2
+0.2% +$223 ﹤0.01% 932
2024
Q2 		$134K Buy
1,223
+10
+0.8% +$1.01K ﹤0.01% 959
2024
Q1 		$124K Hold
1,213
– – ﹤0.01% 946
2023
Q4 		$125K Buy
1,213
+2
+0.2% +$189 ﹤0.01% 868
2023
Q3 		$110K Buy
1,211
+8
+0.7% +$788 ﹤0.01% 849
2023
Q2 		$116K Sell
1,203
-16
-1% -$1.5K ﹤0.01% 843
2023
Q1 		$120K Buy
1,219
+5
+0.4% +$523 ﹤0.01% 796
2022
Q4 		$123K Buy
1,214
+9
+0.7% +$911 ﹤0.01% 762
2022
Q3 		$109K Buy
1,205
+1,204
+120,400% +$122K ﹤0.01% 745
2022
Q2 		$0 Buy
+1
New +$112 ﹤0.01% 2529

Other funds holding FRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return