GRP
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Global Retirement Partners’s Federal Realty Investment Trust FRT Stock Holding History

Global Retirement 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
Q4 		$81K Buy
804
+458
+132% +$45.1K ﹤0.01% 2039
2025
Q3 		$35K Buy
346
+1
+0.3% +$97 ﹤0.01% 2097
2025
Q2 		$32.7K Buy
+345
New +$32.6K ﹤0.01% 2012
2024
Q4 		$161K Buy
1,436
+142
+11% +$16.1K ﹤0.01% 1047
2024
Q3 		$149K Buy
1,294
+199
+18% +$22.2K ﹤0.01% 1040
2024
Q2 		$111K Sell
1,095
-44
-4% -$4.44K ﹤0.01% 1137
2024
Q1 		$116K Sell
1,139
-11
-1% -$1.11K ﹤0.01% 1019
2023
Q4 		$117K Buy
1,150
+416
+57% +$39.3K ﹤0.01% 966
2023
Q3 		$64.4K Sell
734
-25
-3% -$2.46K ﹤0.01% 1143
2023
Q2 		$73.4K Buy
759
+44
+6% +$4.14K ﹤0.01% 1085
2023
Q1 		$68.7K Buy
715
+655
+1,092% +$68.5K ﹤0.01% 1089
2022
Q4 		$6.06K Hold
60
– – ﹤0.01% 1960
2022
Q3 		$6K Buy
60
+10
+20% +$1.02K ﹤0.01% 1857
2022
Q2 		$5K Sell
50
-22
-31% -$2.47K ﹤0.01% 1879
2022
Q1 		$8K Buy
+72
New +$8.87K ﹤0.01% 1705
2021
Q4 		– Sell
-104
Closed -$12K – 789
2021
Q3 		$12K Buy
104
+53
+104% +$6.28K ﹤0.01% 1363
2021
Q2 		$6K Buy
+51
New +$5.79K ﹤0.01% 1519
2017
Q2 		– Sell
-36
Closed -$5K – 1146
2017
Q1 		$5K Hold
36
– – ﹤0.01% 904
2016
Q4 		$5K Buy
+36
New +$5.11K ﹤0.01% 841

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

Global Retirement Partners's FRT Position: Q4 2025 in Review

Global Retirement Partners increased its Federal Realty Investment Trust (FRT) stake by 132% in Q4 2025, buying an estimated $45.1K and bringing the position to 804 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Global Retirement Partners first reported a position in FRT in Q4 2016 and has held it in 19 quarters since. The position peaked at $161K in Q4 2024. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

  • Global Retirement Partners held 804 shares of Federal Realty Investment Trust worth $81K as of Q4 2025.
  • Global Retirement Partners bought 458 Federal Realty Investment Trust shares in Q4 2025, an estimated $45.1K.
  • Federal Realty Investment Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2039 holding.
  • Global Retirement Partners first reported a position in Federal Realty Investment Trust in Q4 2016 and has held it in 19 quarters since.
  • Global Retirement Partners's Federal Realty Investment Trust position peaked at $161K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.