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Lee, Danner & Bass’s Federal Realty Investment Trust FRT Stock Holding History

Lee, Danner & Bass’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
-166
Closed -$18.6K – 390
2024
Q4 		$18.6K Buy
+166
New +$18.8K ﹤0.01% 470

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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

Lee, Danner & Bass's FRT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 166 shares — an estimated $18.6K sold.

Lee, Danner & Bass first reported a position in FRT in Q4 2024 and held it in 1 quarter. The position peaked at $18.6K in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 166 Federal Realty Investment Trust shares in Q1 2025, an estimated $18.6K.
  • Lee, Danner & Bass first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Federal Realty Investment Trust position peaked at $18.6K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.