Coppell Advisory Solutions’s Federal Realty Investment Trust FRT Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-1,537	Closed	-$170K	–	889
2024 Q4	$170K	Sell	1,537 -88	-5%	-$9.95K	0.02%	309
2024 Q3	$186K	Sell	1,625 -98	-6%	-$10.9K	0.03%	298
2024 Q2	$174K	Buy	+1,723	New	+$174K	0.03%	283
2023 Q4	$175K	Sell	1,697 -818	-33%	-$77.2K	0.03%	278
2023 Q3	$254K	Sell	2,515 -4	-0.2%	-$394	0.09%	147
2023 Q2	$243K	Sell	2,519 -700	-22%	-$65.8K	0.07%	167
2023 Q1	$307K	Buy	3,219 +704	+28%	+$73.6K	0.1%	155
2022 Q4	$254K	Buy	+2,515	New	+$255K	0.09%	151

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Coppell Advisory Solutions's FRT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 1,537 shares — an estimated $170K sold.

Coppell Advisory Solutions first reported a position in FRT in Q4 2022 and held it in 8 quarters. The position peaked at $307K in Q1 2023. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Coppell Advisory Solutions reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,537 Federal Realty Investment Trust shares in Q1 2025, an estimated $170K.
Coppell Advisory Solutions first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's Federal Realty Investment Trust position peaked at $307K in Q1 2023.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.