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Avalon Trust’s Federal Realty Investment Trust FRT Stock Holding History

Avalon Trust’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
-500
Closed -$47.5K – 625
2025
Q2 		$47.5K Hold
500
– – ﹤0.01% 265
2025
Q1 		$48.9K Hold
500
– – ﹤0.01% 257
2024
Q4 		$56K Hold
500
– – ﹤0.01% 215
2024
Q3 		$57.5K Hold
500
– – ﹤0.01% 205
2024
Q2 		$50.5K Hold
500
– – ﹤0.01% 206
2024
Q1 		$51.1K Hold
500
– – ﹤0.01% 218
2023
Q4 		$51.5K Hold
500
– – ﹤0.01% 208
2023
Q3 		$45.3K Hold
500
– – ﹤0.01% 198
2023
Q2 		$48.4K Hold
500
– – ﹤0.01% 208
2023
Q1 		$49.4K Buy
+500
New +$52.3K ﹤0.01% 202

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

Avalon Trust's FRT Position: Q3 2025 in Review

Avalon Trust sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 500 shares — an estimated $47.5K sold.

Avalon Trust first reported a position in FRT in Q1 2023 and held it in 10 quarters. The position peaked at $57.5K in Q3 2024. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Avalon Trust reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Avalon Trust sold 500 Federal Realty Investment Trust shares in Q3 2025, an estimated $47.5K.
  • Avalon Trust first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 10 quarters.
  • Avalon Trust's Federal Realty Investment Trust position peaked at $57.5K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Avalon Trust's 13F filing for Q3 2025, filed 10 Nov 2025.