Crewe Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Crewe Advisors’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
2024 Q4	–	Sell	-42	Closed	-$4.83K	–	706
2024 Q3	$4.83K	Buy	42 +1	+2%	+$112	﹤0.01%	587
2024 Q2	$4.14K	Hold	41	–	–	﹤0.01%	831
2024 Q1	$4.19K	Buy	+41	New	+$4.15K	﹤0.01%	764
2023 Q3	–	Sell	-2	Closed	-$194	–	705
2023 Q2	$194	Buy	+2	New	+$188	﹤0.01%	719

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Crewe Advisors's FRT Position: Q4 2024 in Review

Crewe Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 42 shares — an estimated $4.83K sold.

Crewe Advisors first reported a position in FRT in Q2 2023 and held it in 4 quarters. The position peaked at $4.83K in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

Crewe Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 42 Federal Realty Investment Trust shares in Q4 2024, an estimated $4.83K.
Crewe Advisors first reported a position in Federal Realty Investment Trust in Q2 2023 and held it in 4 quarters.
Crewe Advisors's Federal Realty Investment Trust position peaked at $4.83K in Q3 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.