Cadence Bank’s Federal Realty Investment Trust FRT Stock Holding History

Cadence Bank’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 Q4	$206K	Buy	2,039 +39	+2%	+$3.84K	0.01%	325
2025 Q3	$203K	Buy	+2,000	New	+$193K	0.01%	329
2025 Q1	–	Sell	-2,000	Closed	-$224K	–	326
2024 Q4	$224K	Hold	2,000	–	–	0.02%	311
2024 Q3	$230K	Hold	2,000	–	–	0.02%	311
2024 Q2	$202K	Hold	2,000	–	–	0.02%	284
2024 Q1	$204K	Hold	2,000	–	–	0.01%	326
2023 Q4	$206K	Buy	+2,000	New	+$189K	0.02%	322

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cadence Bank's FRT Position: Q4 2025 in Review

Cadence Bank increased its Federal Realty Investment Trust (FRT) stake by 2% in Q4 2025, buying an estimated $3.84K and bringing the position to 2,039 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #325.

Cadence Bank first reported a position in FRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $230K in Q3 2024. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

Cadence Bank held 2,039 shares of Federal Realty Investment Trust worth $206K as of Q4 2025.
Cadence Bank bought 39 Federal Realty Investment Trust shares in Q4 2025, an estimated $3.84K.
Federal Realty Investment Trust made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #325 holding.
Cadence Bank first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 7 quarters since.
Cadence Bank's Federal Realty Investment Trust position peaked at $230K in Q3 2024.
526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.