CIBC Private Wealth Group
FRT icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return