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Kaizen Financial Strategies’s Federal Realty Investment Trust FRT Stock Holding History

Kaizen Financial Strategies’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
Q3 		– Sell
-2,294
Closed -$218K – 159
2025
Q2 		$218K Buy
2,294
+99
+5% +$9.36K 0.11% 139
2025
Q1 		$215K Buy
2,195
+23
+1% +$2.39K 0.12% 127
2024
Q4 		$243K Buy
2,172
+21
+1% +$2.37K 0.14% 110
2024
Q3 		$247K Hold
2,151
– – 0.14% 118
2024
Q2 		$245K Buy
2,151
+45
+2% +$4.54K 0.15% 109
2024
Q1 		$215K Buy
2,106
+22
+1% +$2.23K 0.15% 113
2023
Q4 		$215K Sell
2,084
-496
-19% -$46.8K 0.16% 106
2023
Q3 		$234K Buy
2,580
+25
+1% +$2.46K 0.2% 91
2023
Q2 		$255K Buy
2,555
+25
+1% +$2.35K 0.22% 89
2023
Q1 		$250K Buy
2,530
+20
+0.8% +$2.09K 0.25% 79
2022
Q4 		$274K Buy
2,510
+221
+10% +$22.4K 0.27% 82
2022
Q3 		$206K Buy
2,289
+19
+0.8% +$1.93K 0.21% 106
2022
Q2 		$217K Buy
2,270
+19
+0.8% +$2.13K 0.21% 111
2022
Q1 		$275K Buy
+2,251
New +$277K 0.22% 112
2021
Q4 		– Sell
-2,590
Closed -$306K – 148
2021
Q3 		$306K Buy
+2,590
New +$307K 0.25% 98

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Financial Strategies's FRT Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 2,294 shares — an estimated $218K sold.

Kaizen Financial Strategies first reported a position in FRT in Q3 2021 and held it in 15 quarters. The position peaked at $306K in Q3 2021. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,294 Federal Realty Investment Trust shares in Q3 2025, an estimated $218K.
  • Kaizen Financial Strategies first reported a position in Federal Realty Investment Trust in Q3 2021 and held it in 15 quarters.
  • Kaizen Financial Strategies's Federal Realty Investment Trust position peaked at $306K in Q3 2021.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.