GWN Securities’s Federal Realty Investment Trust FRT Stock Holding History

GWN Securities’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	-2,325	Closed	-$248K	–	726
2024 Q4	$248K	Buy	+2,325	New	+$263K	0.07%	289

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

GWN Securities's FRT Position: Q1 2025 in Review

GWN Securities sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 2,325 shares — an estimated $248K sold.

GWN Securities first reported a position in FRT in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

GWN Securities reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 2,325 Federal Realty Investment Trust shares in Q1 2025, an estimated $248K.
GWN Securities first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 1 quarter.
GWN Securities's Federal Realty Investment Trust position peaked at $248K in Q4 2024.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.