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Avion Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Avion Wealth’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
2026
Q1 		$1K Hold
16
– – ﹤0.01% 1028
2025
Q4 		$1K Hold
16
– – ﹤0.01% 1026
2025
Q3 		$1K Buy
16
+5
+45% +$483 ﹤0.01% 1012
2025
Q2 		$1K Buy
11
+5
+83% +$473 ﹤0.01% 970
2025
Q1 		$0 Buy
+6
New +$623 ﹤0.01% 1143
2024
Q4 		– Sell
-6
Closed – – 1102
2024
Q3 		$0 Hold
6
– – ﹤0.01% 1124
2024
Q2 		$0 Hold
6
– – ﹤0.01% 1049
2024
Q1 		$1K Hold
6
– – ﹤0.01% 941
2023
Q4 		$1K Sell
6
-5
-45% -$472 ﹤0.01% 797
2023
Q3 		$0 Buy
11
+5
+83% +$493 ﹤0.01% 941
2023
Q2 		$0 Buy
+6
New +$564 ﹤0.01% 828

Other funds holding FRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return