AAS
FRT icon

Avantax Advisory Services’s Federal Realty Investment Trust FRT Stock Holding History

Avantax Advisory Services’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
Q2 		$2.58M Buy
27,139
+4,718
+21% +$446K 0.01% 683
2025
Q1 		$2.19M Sell
22,421
-41
-0.2% -$4.26K 0.01% 698
2024
Q4 		$2.51M Buy
22,462
+648
+3% +$73.3K 0.02% 615
2024
Q3 		$2.51M Buy
21,814
+500
+2% +$55.8K 0.02% 597
2024
Q2 		$2.15M Buy
21,314
+1,463
+7% +$148K 0.02% 637
2024
Q1 		$2.03M Buy
19,851
+1,235
+7% +$125K 0.02% 535
2023
Q4 		$1.92M Buy
18,616
+677
+4% +$63.9K 0.02% 513
2023
Q3 		$1.63M Buy
17,939
+1,082
+6% +$107K 0.02% 525
2023
Q2 		$1.63M Sell
16,857
-28
-0.2% -$2.63K 0.02% 518
2023
Q1 		$1.67M Buy
16,885
+1,047
+7% +$109K 0.02% 492
2022
Q4 		$1.6M Buy
15,838
+1,634
+12% +$165K 0.02% 485
2022
Q3 		$1.28M Buy
14,204
+2,161
+18% +$220K 0.02% 487
2022
Q2 		$1.15M Buy
12,043
+4,326
+56% +$486K 0.02% 507
2022
Q1 		$942K Buy
7,717
+1,134
+17% +$140K 0.01% 554
2021
Q4 		$897K Buy
6,583
+8
+0.1% +$1.01K 0.01% 554
2021
Q3 		$777K Sell
6,575
-446
-6% -$52.9K 0.01% 564
2021
Q2 		$828K Buy
7,021
+273
+4% +$31K 0.02% 528
2021
Q1 		$685K Buy
6,748
+601
+10% +$58K 0.01% 523
2020
Q4 		$527K Buy
6,147
+1,793
+41% +$149K 0.01% 545
2020
Q3 		$320K Buy
4,354
+1,597
+58% +$126K 0.01% 995
2020
Q2 		$237K Buy
+2,757
New +$223K 0.01% 723

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Avantax Advisory Services's FRT Position: Q2 2025 in Review

Avantax Advisory Services increased its Federal Realty Investment Trust (FRT) stake by 21% in Q2 2025, buying an estimated $446K and bringing the position to 27,139 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #683.

Avantax Advisory Services first reported a position in FRT in Q2 2020 and has held it in 21 quarters since. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Avantax Advisory Services held 27,139 shares of Federal Realty Investment Trust worth $2.58M as of Q2 2025.
  • Avantax Advisory Services bought 4,718 Federal Realty Investment Trust shares in Q2 2025, an estimated $446K.
  • Federal Realty Investment Trust made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #683 holding.
  • Avantax Advisory Services first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 21 quarters since.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.