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Hemington Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Hemington Wealth Management’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
-5
Closed – – 1578
2025
Q1 		$0 Sell
5
-10
-67% -$1.04K ﹤0.01% 1585
2024
Q4 		$1K Hold
15
– – ﹤0.01% 1395
2024
Q3 		$1K Buy
+15
New +$1.67K ﹤0.01% 1316

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Resolution Capital
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Hemington Wealth Management's FRT Position: Q2 2025 in Review

Hemington Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 5 shares.

Hemington Wealth Management first reported a position in FRT in Q3 2024 and held it in 3 quarters. The position peaked at $1K in Q4 2024. 491 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Hemington Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 5 Federal Realty Investment Trust shares in Q2 2025.
  • Hemington Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2024 and held it in 3 quarters.
  • Hemington Wealth Management's Federal Realty Investment Trust position peaked at $1K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Hemington Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.