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

Capital A 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
Q2 		– Sell
-42
Closed -$4.11K – 594
2025
Q1 		$4.11K Sell
42
-12
-22% -$1.25K ﹤0.01% 402
2024
Q4 		$6.04K Buy
+54
New +$6.11K 0.01% 354

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital A Wealth Management's FRT Position: Q2 2025 in Review

Capital A Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 42 shares — an estimated $4.11K sold.

Capital A Wealth Management first reported a position in FRT in Q4 2024 and held it in 2 quarters. The position peaked at $6.04K in Q4 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Capital A Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 42 Federal Realty Investment Trust shares in Q2 2025, an estimated $4.11K.
  • Capital A Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Federal Realty Investment Trust position peaked at $6.04K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.