FourThought Financial Partners’s Federal Realty Investment Trust FRT Stock Holding History

FourThought Financial Partners’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	-10,384	Closed	-$1.02M	–	316
2025 Q1	$1.02M	Sell	10,384 -425	-4%	-$44.2K	0.11%	130
2024 Q4	$1.21M	Sell	10,809 -380	-3%	-$43K	0.13%	120
2024 Q3	$1.29M	Buy	11,189 +391	+4%	+$43.6K	0.15%	100
2024 Q2	$1.09M	Buy	10,798 +161	+2%	+$16.2K	0.14%	102
2024 Q1	$1.09M	Buy	10,637 +1,264	+13%	+$128K	0.12%	123
2023 Q4	$966K	Sell	9,373 -243	-3%	-$22.9K	0.12%	129
2023 Q3	$872K	Sell	9,616 -39	-0.4%	-$3.84K	0.12%	129
2023 Q2	$934K	Buy	9,655 +1,069	+12%	+$100K	0.12%	130
2023 Q1	$849K	Sell	8,586 -261	-3%	-$27.3K	0.12%	136
2022 Q4	$894K	Buy	+8,847	New	+$896K	0.13%	132

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

FourThought Financial Partners's FRT Position: Q2 2025 in Review

FourThought Financial Partners sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 10,384 shares — an estimated $1.02M sold.

FourThought Financial Partners first reported a position in FRT in Q4 2022 and held it in 10 quarters. The position peaked at $1.29M in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

FourThought Financial Partners reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
FourThought Financial Partners sold 10,384 Federal Realty Investment Trust shares in Q2 2025, an estimated $1.02M.
FourThought Financial Partners first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 10 quarters.
FourThought Financial Partners's Federal Realty Investment Trust position peaked at $1.29M in Q3 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on FourThought Financial Partners's 13F filing for Q2 2025, filed 12 Aug 2025.