Jefferies Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Jefferies Financial Group’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 Q2	–	Sell	-4,048	Closed	-$396K	–	1492
2025 Q1	$396K	Sell	4,048 -73,352	-95%	-$7.62M	﹤0.01%	1130
2024 Q4	$8.66M	Buy	+77,400	New	+$8.75M	0.05%	256
2024 Q3	–	Sell	-5,112	Closed	-$516K	–	1548
2024 Q2	$516K	Sell	5,112 -8,197	-62%	-$827K	0.01%	962
2024 Q1	$1.36M	Buy	+13,309	New	+$1.35M	0.01%	715

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jefferies Financial Group's FRT Position: Q2 2025 in Review

Jefferies Financial Group sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 4,048 shares — an estimated $396K sold.

Jefferies Financial Group first reported a position in FRT in Q1 2024 and held it in 4 quarters. The position peaked at $8.66M in Q4 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

Jefferies Financial Group reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 4,048 Federal Realty Investment Trust shares in Q2 2025, an estimated $396K.
Jefferies Financial Group first reported a position in Federal Realty Investment Trust in Q1 2024 and held it in 4 quarters.
Jefferies Financial Group's Federal Realty Investment Trust position peaked at $8.66M in Q4 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.