Continuum Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Continuum Advisory’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	-10	Closed	-$978	–	816
2025 Q1	$978	Sell	10 -7	-41%	-$727	﹤0.01%	1508
2024 Q4	$1.9K	Hold	17	–	–	﹤0.01%	1427
2024 Q3	$1.93K	Buy	17 +9	+113%	+$1K	﹤0.01%	1437
2024 Q2	$808	Buy	8 +1	+14%	+$101	﹤0.01%	1511
2024 Q1	$718	Buy	+7	New	+$708	﹤0.01%	1536

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Continuum Advisory's FRT Position: Q2 2025 in Review

Continuum Advisory sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 10 shares — an estimated $978 sold.

Continuum Advisory first reported a position in FRT in Q1 2024 and held it in 5 quarters. The position peaked at $1.93K in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

Continuum Advisory reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 10 Federal Realty Investment Trust shares in Q2 2025, an estimated $978.
Continuum Advisory first reported a position in Federal Realty Investment Trust in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Federal Realty Investment Trust position peaked at $1.93K in Q3 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.