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JNBA Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

JNBA Financial 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
-59
Closed -$6.61K – 658
2024
Q4 		$6.61K Hold
59
– – ﹤0.01% 505
2024
Q3 		$6.78K Buy
+59
New +$6.58K ﹤0.01% 508
2018
Q4 		– Sell
-1,392
Closed -$176K – 600
2018
Q3 		$176K Buy
+1,392
New +$177K 0.08% 135
2016
Q4 		– Sell
-305
Closed -$47K – 791
2016
Q3 		$47K Buy
+305
New +$49.3K 0.01% 546

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

JNBA Financial Advisors's FRT Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 59 shares — an estimated $6.61K sold.

JNBA Financial Advisors first reported a position in FRT in Q3 2016 and held it in 4 quarters. The position peaked at $176K in Q3 2018. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • JNBA Financial Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 59 Federal Realty Investment Trust shares in Q1 2025, an estimated $6.61K.
  • JNBA Financial Advisors first reported a position in Federal Realty Investment Trust in Q3 2016 and held it in 4 quarters.
  • JNBA Financial Advisors's Federal Realty Investment Trust position peaked at $176K in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.