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Cherry Tree Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Cherry Tree 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
Q2 		– Sell
-80
Closed -$7.83K – 655
2025
Q1 		$7.83K Buy
+80
New +$8.31K ﹤0.01% 465

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Cherry Tree Wealth Management's FRT Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 80 shares — an estimated $7.83K sold.

Cherry Tree Wealth Management first reported a position in FRT in Q1 2025 and held it in 1 quarter. The position peaked at $7.83K in Q1 2025. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 80 Federal Realty Investment Trust shares in Q2 2025, an estimated $7.83K.
  • Cherry Tree Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Federal Realty Investment Trust position peaked at $7.83K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.