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Legacy Investment Solutions’s Federal Realty Investment Trust FRT Stock Holding History

Legacy Investment Solutions’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
Q2 		$950 Buy
+10
New +$945 ﹤0.01% 598
2024
Q4 		$1.11K Hold
10
– – ﹤0.01% 578
2024
Q3 		$1.14K Buy
+10
New +$1.12K ﹤0.01% 537

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Invesco
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Geode Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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ProShare Advisors
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Legacy Investment Solutions's FRT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Federal Realty Investment Trust (FRT) in Q2 2025: 10 shares worth $950. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FRT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FRT in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.14K in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Legacy Investment Solutions held 10 shares of Federal Realty Investment Trust worth $950 as of Q2 2025.
  • Federal Realty Investment Trust was a new Legacy Investment Solutions position in Q2 2025.
  • Federal Realty Investment Trust made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #598 holding.
  • Legacy Investment Solutions first reported a position in Federal Realty Investment Trust in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Federal Realty Investment Trust position peaked at $1.14K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.