Hopwood Financial Services’s Federal Realty Investment Trust FRT Stock Holding History

Hopwood Financial Services’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	–	Sell	-900	Closed	-$91.2K	–	152
2025 Q3	$91.2K	Hold	900	–	–	0.06%	125
2025 Q2	$85.5K	Hold	900	–	–	0.07%	122
2025 Q1	$88K	Hold	900	–	–	0.07%	117
2024 Q4	$101K	Buy	+900	New	+$102K	0.08%	113

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hopwood Financial Services's FRT Position: Q4 2025 in Review

Hopwood Financial Services sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 900 shares — an estimated $91.2K sold.

Hopwood Financial Services first reported a position in FRT in Q4 2024 and held it in 4 quarters. The position peaked at $101K in Q4 2024. 527 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

Hopwood Financial Services reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 900 Federal Realty Investment Trust shares in Q4 2025, an estimated $91.2K.
Hopwood Financial Services first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Federal Realty Investment Trust position peaked at $101K in Q4 2024.
527 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.