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

Iron Horse 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 Q1	–	Sell	-19	Closed	-$2.13K	–	621
2024 Q4	$2.13K	Hold	19	–	–	﹤0.01%	389
2024 Q3	$2.18K	Hold	19	–	–	﹤0.01%	373
2024 Q2	$1.92K	Hold	19	–	–	﹤0.01%	362
2024 Q1	$1.94K	Hold	19	–	–	﹤0.01%	348
2023 Q4	$1.96K	Hold	19	–	–	﹤0.01%	365
2023 Q3	$1.72K	Hold	19	–	–	﹤0.01%	379
2023 Q2	$1.84K	Hold	19	–	–	﹤0.01%	244
2023 Q1	$1.88K	Buy	+19	New	+$1.99K	﹤0.01%	273

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

Iron Horse Wealth Management's FRT Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 19 shares — an estimated $2.13K sold.

Iron Horse Wealth Management first reported a position in FRT in Q1 2023 and held it in 8 quarters. The position peaked at $2.18K in Q3 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Iron Horse Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 19 Federal Realty Investment Trust shares in Q1 2025, an estimated $2.13K.
Iron Horse Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 8 quarters.
Iron Horse Wealth Management's Federal Realty Investment Trust position peaked at $2.18K in Q3 2024.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.