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AssuredPartners Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		– Sell
-4,563
Closed -$511K – 331
2024
Q4 		$511K Buy
+4,563
New +$516K 0.1% 196

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State Street
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RC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AssuredPartners Investment Advisors's FRT Position: Q1 2025 in Review

AssuredPartners Investment Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 4,563 shares — an estimated $511K sold.

AssuredPartners Investment Advisors first reported a position in FRT in Q4 2024 and held it in 1 quarter. The position peaked at $511K in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • AssuredPartners Investment Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 4,563 Federal Realty Investment Trust shares in Q1 2025, an estimated $511K.
  • AssuredPartners Investment Advisors first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Federal Realty Investment Trust position peaked at $511K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.