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 $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

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. 480 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.
480 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.