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Kingswood Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Kingswood Wealth 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
-3,022
Closed -$338K – 764
2024
Q4 		$338K Buy
+3,022
New +$342K 0.03% 565

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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

Kingswood Wealth Advisors's FRT Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 3,022 shares — an estimated $338K sold.

Kingswood Wealth Advisors first reported a position in FRT in Q4 2024 and held it in 1 quarter. The position peaked at $338K in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,022 Federal Realty Investment Trust shares in Q1 2025, an estimated $338K.
  • Kingswood Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Federal Realty Investment Trust position peaked at $338K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.