BWM
FRT icon

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

Blossom 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
-1,795
Closed -$201K – 70
2024
Q4 		$201K Hold
1,795
– – 0.39% 71
2024
Q3 		$206K Buy
+1,795
New +$200K 0.42% 66
2022
Q2 		– Sell
-1,660
Closed -$203K – 45
2022
Q1 		$203K Buy
+1,660
New +$204K 0.92% 47

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

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

Blossom Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 1,795 shares — an estimated $201K sold.

Blossom Wealth Management first reported a position in FRT in Q1 2022 and held it in 3 quarters. The position peaked at $206K in Q3 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Blossom Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Blossom Wealth Management sold 1,795 Federal Realty Investment Trust shares in Q1 2025, an estimated $201K.
  • Blossom Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 3 quarters.
  • Blossom Wealth Management's Federal Realty Investment Trust position peaked at $206K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Blossom Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.