CFO
FRT icon

CVA Family Office’s Federal Realty Investment Trust FRT Stock Holding History

CVA Family Office’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
2026
Q1 		$4.25K Hold
40
– – ﹤0.01% 1285
2025
Q4 		$4.03K Buy
+40
New +$3.94K ﹤0.01% 912
2023
Q2 		– Sell
-5
Closed -$494 – 1030
2023
Q1 		$494 Sell
5
-165
-97% -$17.3K ﹤0.01% 940
2022
Q4 		$17.2K Sell
170
-30
-15% -$3.04K ﹤0.01% 587
2022
Q3 		$18K Sell
200
-55
-22% -$5.59K ﹤0.01% 544
2022
Q2 		$24K Buy
255
+160
+168% +$18K 0.01% 508
2022
Q1 		$12K Buy
95
+30
+46% +$3.69K ﹤0.01% 647
2021
Q4 		$9K Buy
+65
New +$8.24K ﹤0.01% 662
2021
Q3 		– Sell
-65
Closed -$8K – 546
2021
Q2 		$8K Hold
65
– – ﹤0.01% 698
2021
Q1 		$7K Buy
+65
New +$6.27K ﹤0.01% 569

Other funds holding FRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return