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
-2,000
Closed -$224K – 1543
2024
Q4 		$224K Buy
2,000
+1,300
+186% +$147K ﹤0.01% 1562
2024
Q3 		$80.5K Sell
700
-1,300
-65% -$145K ﹤0.01% 1741
2024
Q2 		$202K Hold
2,000
– – ﹤0.01% 1765
2024
Q1 		$204K Sell
2,000
-2,700
-57% -$273K ﹤0.01% 2004
2023
Q4 		$484K Buy
+4,700
New +$443K ﹤0.01% 1355
2023
Q3 		– Sell
-1,900
Closed -$184K – 2162
2023
Q2 		$184K Hold
1,900
– – ﹤0.01% 1584
2023
Q1 		$188K Buy
+1,900
New +$199K ﹤0.01% 1277
2022
Q2 		– Sell
-3,500
Closed -$427K – 1941
2022
Q1 		$427K Buy
+3,500
New +$431K ﹤0.01% 1534
2021
Q4 		– Sell
-13,100
Closed -$1.55M – 1932
2021
Q3 		$1.55M Sell
13,100
-3,500
-21% -$415K ﹤0.01% 1282
2021
Q2 		$1.95M Sell
16,600
-11,000
-40% -$1.25M ﹤0.01% 1041
2021
Q1 		$2.8M Buy
27,600
+16,700
+153% +$1.61M 0.01% 821
2020
Q4 		$928K Buy
+10,900
New +$907K ﹤0.01% 1103
2020
Q3 		– Sell
-2,700
Closed -$230K – 1409
2020
Q2 		$230K Buy
+2,700
New +$218K ﹤0.01% 1202

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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. 481 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.
  • 481 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.