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Castle Rock Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Castle Rock 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
Q4 		– Sell
-18,611
Closed -$1.83M – 268
2025
Q3 		$1.83M Buy
18,611
+176
+1% +$17K 0.41% 70
2025
Q2 		$1.75M Buy
+18,435
New +$1.74M 0.41% 70

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State Street
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RC
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Castle Rock Wealth Management's FRT Position: Q4 2025 in Review

Castle Rock Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 18,611 shares — an estimated $1.83M sold.

Castle Rock Wealth Management first reported a position in FRT in Q2 2025 and held it in 2 quarters. The position peaked at $1.83M in Q3 2025. 527 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

  • Castle Rock Wealth Management reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 18,611 Federal Realty Investment Trust shares in Q4 2025, an estimated $1.83M.
  • Castle Rock Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2025 and held it in 2 quarters.
  • Castle Rock Wealth Management's Federal Realty Investment Trust position peaked at $1.83M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Castle Rock Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.