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Beacon Pointe Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Beacon Pointe Advisors’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
-2,150
Closed -$204K – 1433
2025
Q2 		$204K Buy
+2,150
New +$203K ﹤0.01% 1185

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Beacon Pointe Advisors's FRT Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 2,150 shares — an estimated $204K sold.

Beacon Pointe Advisors first reported a position in FRT in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,150 Federal Realty Investment Trust shares in Q3 2025, an estimated $204K.
  • Beacon Pointe Advisors first reported a position in Federal Realty Investment Trust in Q2 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Federal Realty Investment Trust position peaked at $204K in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.