Capstone Investment Advisors
FRT icon

Capstone Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Capstone Investment Advisors’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
-1,670
Closed -$187K – 1542
2024
Q4 		$187K Sell
1,670
-1,448
-46% -$164K ﹤0.01% 1610
2024
Q3 		$358K Buy
3,118
+1,556
+100% +$174K ﹤0.01% 1332
2024
Q2 		$158K Buy
1,562
+120
+8% +$12.1K ﹤0.01% 1815
2024
Q1 		$147K Buy
1,442
+5
+0.3% +$506 ﹤0.01% 2076
2023
Q4 		$148K Buy
+1,437
New +$136K ﹤0.01% 1866
2023
Q3 		– Sell
-548
Closed -$53K – 2161
2023
Q2 		$53K Buy
548
+50
+10% +$4.7K ﹤0.01% 1759
2023
Q1 		$49.2K Buy
+498
New +$52.1K ﹤0.01% 1425
2022
Q2 		– Sell
-1,399
Closed -$171K – 1940
2022
Q1 		$171K Buy
+1,399
New +$172K ﹤0.01% 1790
2021
Q1 		– Sell
-3,137
Closed -$303K – 1762
2020
Q4 		$267K Buy
+3,137
New +$261K ﹤0.01% 1405

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State Street
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RC
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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

Capstone Investment Advisors's FRT Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 1,670 shares — an estimated $187K sold.

Capstone Investment Advisors first reported a position in FRT in Q4 2020 and held it in 9 quarters. The position peaked at $358K in Q3 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,670 Federal Realty Investment Trust shares in Q1 2025, an estimated $187K.
  • Capstone Investment Advisors first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 9 quarters.
  • Capstone Investment Advisors's Federal Realty Investment Trust position peaked at $358K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.