Carolinas Wealth Consulting’s Federal Realty Investment Trust FRT Stock Holding History

Carolinas Wealth Consulting’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	-16	Closed	-$1.79K	–	1046
2024 Q4	$1.79K	Hold	16	–	–	﹤0.01%	849
2024 Q3	$1.84K	Hold	16	–	–	﹤0.01%	831
2024 Q2	$1.62K	Hold	16	–	–	﹤0.01%	837
2024 Q1	$1.65K	Hold	16	–	–	﹤0.01%	819
2023 Q4	$1.67K	Hold	16	–	–	﹤0.01%	763
2023 Q3	$1.46K	Sell	16 -12	-43%	-$1.18K	﹤0.01%	774
2023 Q2	$2.74K	Hold	28	–	–	﹤0.01%	772
2023 Q1	$2.79K	Buy	28 +12	+75%	+$1.25K	﹤0.01%	774
2022 Q4	$1.63K	Sell	16 -1	-6%	-$101	﹤0.01%	832
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	759
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	759
2022 Q1	$2K	Buy	+17	New	+$2.09K	﹤0.01%	794
2021 Q4	–	Sell	-17	Closed	-$2K	–	981
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	790
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	806
2021 Q1	$2K	Hold	17	–	–	﹤0.01%	813
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	794
2020 Q3	$1K	Sell	17 -12	-41%	-$946	﹤0.01%	826
2020 Q2	$3K	Buy	+29	New	+$2.34K	﹤0.01%	447

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Carolinas Wealth Consulting's FRT Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 16 shares — an estimated $1.79K sold.

Carolinas Wealth Consulting first reported a position in FRT in Q2 2020 and held it in 18 quarters. The position peaked at $3K in Q2 2020. 481 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 16 Federal Realty Investment Trust shares in Q1 2025, an estimated $1.79K.
Carolinas Wealth Consulting first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Federal Realty Investment Trust position peaked at $3K in Q2 2020.
481 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.