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

Avior 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
Q1 		– Sell
-1,851
Closed -$207K – 1321
2024
Q4 		$207K Buy
1,851
+7
+0.4% +$791 0.01% 692
2024
Q3 		$212K Buy
1,844
+539
+41% +$60.2K 0.01% 680
2024
Q2 		$131K Buy
1,305
+1,297
+16,213% +$131K 0.01% 784
2024
Q1 		$816 Buy
+8
New +$809 ﹤0.01% 2445
2023
Q4 		– Sell
-425
Closed -$38.5K – 1584
2023
Q3 		$38.5K Sell
425
-10
-2% -$985 ﹤0.01% 814
2023
Q2 		$42.1K Buy
435
+13
+3% +$1.22K ﹤0.01% 803
2023
Q1 		$41.7K Buy
+422
New +$44.1K ﹤0.01% 818
2020
Q3 		– Sell
-3
Closed – – 960
2020
Q2 		$0 Hold
3
– – ﹤0.01% 933
2020
Q1 		$0 Hold
3
– – ﹤0.01% 823
2019
Q4 		$0 Hold
3
– – ﹤0.01% 816
2019
Q3 		$0 Hold
3
– – ﹤0.01% 809
2019
Q2 		$0 Buy
+3
New +$398 ﹤0.01% 847
2018
Q2 		– Sell
-5
Closed -$1K – 811
2018
Q1 		$1K Hold
5
– – ﹤0.01% 732
2017
Q4 		$1K Buy
+5
New +$645 ﹤0.01% 736

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Avior Wealth Management's FRT Position: Q1 2025 in Review

Avior Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 1,851 shares — an estimated $207K sold.

Avior Wealth Management first reported a position in FRT in Q4 2017 and held it in 14 quarters. The position peaked at $212K in Q3 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Avior Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,851 Federal Realty Investment Trust shares in Q1 2025, an estimated $207K.
  • Avior Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2017 and held it in 14 quarters.
  • Avior Wealth Management's Federal Realty Investment Trust position peaked at $212K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.