HHM Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

HHM Wealth Advisors’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	-1	Closed	-$112	–	973
2024 Q4	$112	Buy	+1	New	+$113	﹤0.01%	995
2022 Q3	–	Sell	-79	Closed	-$8K	–	707
2022 Q2	$8K	Hold	79	–	–	﹤0.01%	568
2022 Q1	$10K	Buy	+79	New	+$9.73K	﹤0.01%	535

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

HHM Wealth Advisors's FRT Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 1 share — an estimated $112 sold.

HHM Wealth Advisors first reported a position in FRT in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 481 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

HHM Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1 Federal Realty Investment Trust share in Q1 2025, an estimated $112.
HHM Wealth Advisors first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 3 quarters.
HHM Wealth Advisors's Federal Realty Investment Trust position peaked at $10K in Q1 2022.
481 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.