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Atria Wealth Solutions’s Federal Realty Investment Trust FRT Stock Holding History

Atria Wealth Solutions’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
-2,623
Closed -$294K – 1939
2024
Q4 		$294K Buy
+2,623
New +$297K ﹤0.01% 1559

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Massachusetts Financial Services
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Atria Wealth Solutions's FRT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 2,623 shares — an estimated $294K sold.

Atria Wealth Solutions first reported a position in FRT in Q4 2024 and held it in 1 quarter. The position peaked at $294K in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,623 Federal Realty Investment Trust shares in Q1 2025, an estimated $294K.
  • Atria Wealth Solutions first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Federal Realty Investment Trust position peaked at $294K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.