CIBC Private Wealth Group’s Federal Realty Investment Trust FRT Stock Holding History

CIBC Private Wealth Group’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	$38.6K	Sell	383 -636	-62%	-$62.6K	﹤0.01%	1891
2025 Q3	$103K	Buy	1,019 +209	+26%	+$20.2K	﹤0.01%	1479
2025 Q2	$76.9K	Buy	810 +639	+374%	+$60.4K	﹤0.01%	1502
2025 Q1	$14.3K	Sell	171 -51	-23%	-$5.3K	﹤0.01%	2114
2024 Q4	$23.2K	Sell	222 -22	-9%	-$2.49K	﹤0.01%	1995
2024 Q3	$28.1K	Buy	244 +163	+201%	+$18.2K	﹤0.01%	2007
2024 Q2	$8.15K	Buy	81 +4	+5%	+$404	﹤0.01%	2362
2024 Q1	$7.76K	Buy	+77	New	+$7.79K	﹤0.01%	2377
2018 Q2	–	Sell	-34	Closed	-$4K	–	2006
2018 Q1	$4K	Buy	+34	New	+$4.01K	﹤0.01%	1698

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 $3.37T AUM 44.26% 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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIBC Private Wealth Group's FRT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Federal Realty Investment Trust (FRT) stake by 62% in Q4 2025, selling an estimated $62.6K and leaving 383 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

CIBC Private Wealth Group first reported a position in FRT in Q1 2018 and has held it in 9 quarters since. The position peaked at $103K in Q3 2025. 527 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

CIBC Private Wealth Group held 383 shares of Federal Realty Investment Trust worth $38.6K as of Q4 2025.
CIBC Private Wealth Group sold 636 Federal Realty Investment Trust shares in Q4 2025, an estimated $62.6K.
Federal Realty Investment Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1891 holding.
CIBC Private Wealth Group first reported a position in Federal Realty Investment Trust in Q1 2018 and has held it in 9 quarters since.
CIBC Private Wealth Group's Federal Realty Investment Trust position peaked at $103K in Q3 2025.
527 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.