Capstone Investment Advisors
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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
-400
Closed -$44.8K – 1541
2024
Q4 		$44.8K Buy
400
+300
+300% +$33.9K ﹤0.01% 1766
2024
Q3 		$11.5K Sell
100
-700
-88% -$78.1K ﹤0.01% 1865
2024
Q2 		$80.8K Hold
800
– – ﹤0.01% 1910
2024
Q1 		$81.7K Sell
800
-500
-38% -$50.6K ﹤0.01% 2163
2023
Q4 		$134K Buy
+1,300
New +$123K ﹤0.01% 1890
2023
Q3 		– Sell
-500
Closed -$48.4K – 2160
2023
Q2 		$48.4K Hold
500
– – ﹤0.01% 1767
2023
Q1 		$49.4K Buy
+500
New +$52.3K ﹤0.01% 1422
2022
Q2 		– Sell
-300
Closed -$37K – 1939
2022
Q1 		$37K Buy
+300
New +$36.9K ﹤0.01% 1900
2021
Q4 		– Sell
-3,500
Closed -$413K – 1931
2021
Q3 		$413K Buy
3,500
+700
+25% +$83K ﹤0.01% 1603
2021
Q2 		$328K Sell
2,800
-800
-22% -$90.8K ﹤0.01% 1445
2021
Q1 		$365K Buy
3,600
+1,700
+89% +$164K ﹤0.01% 1337
2020
Q4 		$162K Buy
+1,900
New +$158K ﹤0.01% 1490
2020
Q3 		– Sell
-200
Closed -$17K – 1408
2020
Q2 		$17K Buy
+200
New +$16.1K ﹤0.01% 1302

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
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.