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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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. 481 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.
481 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.