BOK Financial Private Wealth’s Federal Realty Investment Trust FRT Stock Holding History

BOK Financial Private 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
2025 Q2	–	Sell	-146	Closed	-$14.3K	–	449
2025 Q1	$14.3K	Buy	146 +141	+2,820%	+$14.7K	﹤0.01%	369
2024 Q4	$560	Buy	+5	New	+$565	﹤0.01%	573
2023 Q2	–	Sell	-18	Closed	-$1.78K	–	401
2023 Q1	$1.78K	Buy	+18	New	+$1.88K	﹤0.01%	436

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

BOK Financial Private Wealth's FRT Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 146 shares — an estimated $14.3K sold.

BOK Financial Private Wealth first reported a position in FRT in Q1 2023 and held it in 3 quarters. The position peaked at $14.3K in Q1 2025. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

BOK Financial Private Wealth reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 146 Federal Realty Investment Trust shares in Q2 2025, an estimated $14.3K.
BOK Financial Private Wealth first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 3 quarters.
BOK Financial Private Wealth's Federal Realty Investment Trust position peaked at $14.3K in Q1 2025.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.