Baird Financial Group
FRT icon

Baird Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Baird Financial Group’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
-2,743
Closed -$307K – 1782
2024
Q4 		$307K Buy
2,743
+654
+31% +$73.9K ﹤0.01% 1548
2024
Q3 		$240K Sell
2,089
-26
-1% -$2.9K ﹤0.01% 1614
2024
Q2 		$214K Buy
2,115
+26
+1% +$2.62K ﹤0.01% 1659
2024
Q1 		$213K Sell
2,089
-360
-15% -$36.4K ﹤0.01% 1657
2023
Q4 		$252K Sell
2,449
-869
-26% -$82K ﹤0.01% 1570
2023
Q3 		$301K Buy
3,318
+553
+20% +$54.5K ﹤0.01% 1500
2023
Q2 		$268K Buy
+2,765
New +$260K ﹤0.01% 1538
2022
Q4 		– Sell
-2,626
Closed -$237K – 1717
2022
Q3 		$237K Sell
2,626
-842
-24% -$85.5K ﹤0.01% 1548
2022
Q2 		$332K Sell
3,468
-65
-2% -$7.3K ﹤0.01% 1506
2022
Q1 		$431K Buy
3,533
+13
+0.4% +$1.6K ﹤0.01% 1478
2021
Q4 		$479K Hold
3,520
– – ﹤0.01% 1488
2021
Q3 		$415K Buy
3,520
+1,474
+72% +$175K ﹤0.01% 1545
2021
Q2 		$240K Hold
2,046
– – ﹤0.01% 1634
2021
Q1 		$208K Sell
2,046
-450
-18% -$43.4K ﹤0.01% 1631
2020
Q4 		$212K Sell
2,496
-467
-16% -$38.9K ﹤0.01% 1493
2020
Q3 		$218K Sell
2,963
-4,718
-61% -$372K ﹤0.01% 1387
2020
Q2 		$654K Buy
7,681
+2,310
+43% +$187K ﹤0.01% 1070
2020
Q1 		$401K Buy
5,371
+395
+8% +$45.5K ﹤0.01% 1123
2019
Q4 		$641K Sell
4,976
-66
-1% -$8.77K ﹤0.01% 1099
2019
Q3 		$686K Sell
5,042
-442
-8% -$58.3K ﹤0.01% 1078
2019
Q2 		$706K Buy
5,484
+1,631
+42% +$216K ﹤0.01% 1103
2019
Q1 		$531K Sell
3,853
-1,269
-25% -$166K ﹤0.01% 1020
2018
Q4 		$605K Sell
5,122
-450
-8% -$56.5K ﹤0.01% 929
2018
Q3 		$697K Sell
5,572
-1,432
-20% -$182K ﹤0.01% 947
2018
Q2 		$886K Sell
7,004
-501
-7% -$59.1K 0.01% 859
2018
Q1 		$872K Sell
7,505
-253
-3% -$29.9K 0.01% 864
2017
Q4 		$1.03M Buy
7,758
+52
+0.7% +$6.71K 0.01% 818
2017
Q3 		$957K Sell
7,706
-1,205
-14% -$155K 0.01% 810
2017
Q2 		$1.13M Sell
8,911
-268
-3% -$34.6K 0.01% 754
2017
Q1 		$1.23M Buy
9,179
+125
+1% +$17.3K 0.01% 734
2016
Q4 		$1.29M Buy
9,054
+5
+0.1% +$710 0.01% 682
2016
Q3 		$1.39M Sell
9,049
-525
-5% -$84.9K 0.01% 661
2016
Q2 		$1.58M Buy
9,574
+5
+0.1% +$778 0.01% 615
2016
Q1 		$1.49M Buy
9,569
+65
+0.7% +$9.73K 0.01% 609
2015
Q4 		$1.39M Buy
9,504
+5
+0.1% +$723 0.01% 613
2015
Q3 		$1.3M Buy
9,499
+505
+6% +$67.4K 0.01% 628
2015
Q2 		$1.15M Buy
+8,994
New +$1.22M 0.01% 711

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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

Baird Financial Group's FRT Position: Q1 2025 in Review

Baird Financial Group sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 2,743 shares — an estimated $307K sold.

Baird Financial Group first reported a position in FRT in Q2 2015 and held it in 37 quarters. The position peaked at $1.58M in Q2 2016. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Baird Financial Group reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 2,743 Federal Realty Investment Trust shares in Q1 2025, an estimated $307K.
  • Baird Financial Group first reported a position in Federal Realty Investment Trust in Q2 2015 and held it in 37 quarters.
  • Baird Financial Group's Federal Realty Investment Trust position peaked at $1.58M in Q2 2016.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.