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Clearstead Trust’s Federal Realty Investment Trust FRT Stock Holding History

Clearstead Trust’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
-7
Closed -$710 – 1202
2025
Q3 		$710 Hold
7
– – ﹤0.01% 1309
2025
Q2 		$665 Buy
+7
New +$662 ﹤0.01% 1268

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Resolution Capital
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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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
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Clearstead Trust's FRT Position: Q4 2025 in Review

Clearstead Trust sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 7 shares — an estimated $710 sold.

Clearstead Trust first reported a position in FRT in Q2 2025 and held it in 2 quarters. The position peaked at $710 in Q3 2025. 527 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

  • Clearstead Trust reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 7 Federal Realty Investment Trust shares in Q4 2025, an estimated $710.
  • Clearstead Trust first reported a position in Federal Realty Investment Trust in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Federal Realty Investment Trust position peaked at $710 in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.