CMBA
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C.M. Bidwell & Associates’s Federal Realty Investment Trust FRT Stock Holding History

C.M. Bidwell & Associates’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
2024
Q4 		– Sell
-1,972
Closed -$227K – 505
2024
Q3 		$227K Buy
1,972
+40
+2% +$4.46K 0.14% 112
2024
Q2 		$195K Sell
1,932
-1
-0.1% -$101 0.13% 117
2024
Q1 		$197K Buy
1,933
+775
+67% +$78.4K 0.13% 119
2023
Q4 		$119K Buy
1,158
+8
+0.7% +$755 0.09% 144
2023
Q3 		$104K Sell
1,150
-8
-0.7% -$788 0.08% 223
2023
Q2 		$112K Sell
1,158
-36
-3% -$3.38K 0.08% 217
2023
Q1 		$118K Buy
+1,194
New +$125K 0.09% 207

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

C.M. Bidwell & Associates's FRT Position: Q4 2024 in Review

C.M. Bidwell & Associates sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 1,972 shares — an estimated $227K sold.

C.M. Bidwell & Associates first reported a position in FRT in Q1 2023 and held it in 7 quarters. The position peaked at $227K in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

  • C.M. Bidwell & Associates reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,972 Federal Realty Investment Trust shares in Q4 2024, an estimated $227K.
  • C.M. Bidwell & Associates first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Federal Realty Investment Trust position peaked at $227K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.