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Atticus Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-50
Closed -$4.75K – 353
2025
Q2 		$4.75K Hold
50
– – ﹤0.01% 525
2025
Q1 		$4.89K Hold
50
– – ﹤0.01% 415
2024
Q4 		$5.6K Hold
50
– – ﹤0.01% 424
2024
Q3 		$5.75K Hold
50
– – ﹤0.01% 426
2024
Q2 		$5.05K Hold
50
– – ﹤0.01% 422
2024
Q1 		$5.11K Hold
50
– – ﹤0.01% 443
2023
Q4 		$5.15K Hold
50
– – ﹤0.01% 447
2023
Q3 		$4.53K Hold
50
– – ﹤0.01% 457
2023
Q2 		$4.84K Hold
50
– – ﹤0.01% 450
2023
Q1 		$4.94K Hold
50
– – ﹤0.01% 437
2022
Q4 		$5.05K Buy
+50
New +$5.06K ﹤0.01% 426
2022
Q3 		– Sell
-50
Closed -$5K – 581
2022
Q2 		$5K Hold
50
– – ﹤0.01% 466
2022
Q1 		$6K Buy
+50
New +$6.16K ﹤0.01% 449

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atticus Wealth Management's FRT Position: Q3 2025 in Review

Atticus Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 50 shares — an estimated $4.75K sold.

Atticus Wealth Management first reported a position in FRT in Q1 2022 and held it in 13 quarters. The position peaked at $6K in Q1 2022. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Atticus Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 50 Federal Realty Investment Trust shares in Q3 2025, an estimated $4.75K.
  • Atticus Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 13 quarters.
  • Atticus Wealth Management's Federal Realty Investment Trust position peaked at $6K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.