Gillson Capital’s Federal Realty Investment Trust FRT Stock Holding History

Gillson Capital’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	-276,397	Closed	-$30.9M	–	71
2024 Q4	$30.9M	Buy	+276,397	New	+$31.2M	2.79%	9
2020 Q2	–	Sell	-41,032	Closed	-$3.06M	–	70
2020 Q1	$3.06M	Sell	41,032 -35,000	-46%	-$4.03M	0.52%	50
2019 Q4	$9.79M	Buy	+76,032	New	+$10.1M	0.84%	35
2019 Q3	–	Sell	-14,466	Closed	-$1.86M	–	80
2019 Q2	$1.86M	Buy	+14,466	New	+$1.92M	0.18%	71

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

Gillson Capital's FRT Position: Q1 2025 in Review

Gillson Capital sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 276,397 shares — an estimated $30.9M sold.

Gillson Capital first reported a position in FRT in Q2 2019 and held it in 4 quarters. The position peaked at $30.9M in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Gillson Capital reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
Gillson Capital sold 276,397 Federal Realty Investment Trust shares in Q1 2025, an estimated $30.9M.
Gillson Capital first reported a position in Federal Realty Investment Trust in Q2 2019 and held it in 4 quarters.
Gillson Capital's Federal Realty Investment Trust position peaked at $30.9M in Q4 2024.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Gillson Capital's 13F filing for Q1 2025, filed 15 May 2025.