Janney Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Janney Capital 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 Q4	$570K	Sell	5,655 -165	-3%	-$16.2K	0.04%	161
2025 Q3	$590K	Buy	5,820 +165	+3%	+$15.9K	0.04%	152
2025 Q2	$537K	Hold	5,655	–	–	0.03%	153
2025 Q1	$553K	Hold	5,655	–	–	0.04%	147
2024 Q4	$633K	Hold	5,655	–	–	0.04%	152
2024 Q3	$650K	Sell	5,655 -17,310	-75%	-$1.93M	0.04%	141
2024 Q2	$2.32M	Hold	22,965	–	–	0.16%	111
2024 Q1	$2.35M	Sell	22,965 -45,604	-67%	-$4.61M	0.16%	118
2023 Q4	$7.07M	Buy	68,569 +14	+0%	+$1.32K	0.47%	84
2023 Q3	$6.21M	Sell	68,555 -130	-0.2%	-$12.8K	0.48%	76
2023 Q2	$6.65M	Buy	68,685 +111	+0.2%	+$10.4K	0.46%	81
2023 Q1	$6.78M	Buy	68,574 +19	+0%	+$1.99K	0.51%	74
2022 Q4	$6.93M	Buy	+68,555	New	+$6.94M	0.49%	80

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janney Capital Management's FRT Position: Q4 2025 in Review

Janney Capital Management reduced its Federal Realty Investment Trust (FRT) stake by 2.8% in Q4 2025, selling an estimated $16.2K and leaving 5,655 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #161.

Janney Capital Management first reported a position in FRT in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.07M in Q4 2023. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

Janney Capital Management held 5,655 shares of Federal Realty Investment Trust worth $570K as of Q4 2025.
Janney Capital Management sold 165 Federal Realty Investment Trust shares in Q4 2025, an estimated $16.2K.
Federal Realty Investment Trust made up 0.04% of Janney Capital Management's portfolio in Q4 2025, its #161 holding.
Janney Capital Management first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 13 quarters since.
Janney Capital Management's Federal Realty Investment Trust position peaked at $7.07M in Q4 2023.
526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.