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CWA Asset Management Group’s Federal Realty Investment Trust FRT Stock Holding History

CWA Asset Management Group’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
-2,127
Closed -$215K – 683
2025
Q3 		$215K Buy
+2,127
New +$206K 0.01% 624
2025
Q2 		– Sell
-2,092
Closed -$205K – 658
2025
Q1 		$205K Buy
2,092
+61
+3% +$6.34K 0.01% 579
2024
Q4 		$227K Buy
2,031
+68
+3% +$7.69K 0.01% 531
2024
Q3 		$226K Buy
+1,963
New +$219K 0.01% 533
2024
Q1 		$329K Buy
3,218
+672
+26% +$68K 0.02% 396
2023
Q4 		$262K Buy
+2,546
New +$240K 0.02% 363

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CWA Asset Management Group's FRT Position: Q4 2025 in Review

CWA Asset Management Group sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 2,127 shares — an estimated $215K sold.

CWA Asset Management Group first reported a position in FRT in Q4 2023 and held it in 6 quarters. The position peaked at $329K in Q1 2024. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

  • CWA Asset Management Group reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 2,127 Federal Realty Investment Trust shares in Q4 2025, an estimated $215K.
  • CWA Asset Management Group first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 6 quarters.
  • CWA Asset Management Group's Federal Realty Investment Trust position peaked at $329K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.