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Lindbrook Capital’s Federal Realty Investment Trust FRT Stock Holding History

Lindbrook Capital’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 		$61.8K Buy
632
+560
+778% +$58.2K 0.01% 902
2024
Q4 		$8.06K Buy
72
+22
+44% +$2.49K ﹤0.01% 1765
2024
Q3 		$5.75K Hold
50
– – ﹤0.01% 1956
2024
Q2 		$5.05K Sell
50
-10
-17% -$1.01K ﹤0.01% 1988
2024
Q1 		$6.13K Hold
60
– – ﹤0.01% 1797
2023
Q4 		$6.18K Buy
60
+32
+114% +$3.02K ﹤0.01% 1771
2023
Q3 		$2.54K Buy
28
+5
+22% +$493 ﹤0.01% 2039
2023
Q2 		$2.23K Sell
23
-7
-23% -$658 ﹤0.01% 2113
2023
Q1 		$2.96K Hold
30
– – ﹤0.01% 2081
2022
Q4 		$3.03K Buy
30
+11
+58% +$1.11K ﹤0.01% 2047
2022
Q3 		$2K Sell
19
-35
-65% -$3.56K ﹤0.01% 2051
2022
Q2 		$5K Sell
54
-48
-47% -$5.39K ﹤0.01% 1539
2022
Q1 		$12K Sell
102
-4
-4% -$493 ﹤0.01% 1211
2021
Q4 		$14K Sell
106
-1
-0.9% -$127 ﹤0.01% 1145
2021
Q3 		$13K Hold
107
– – ﹤0.01% 898
2021
Q2 		$13K Hold
107
– – ﹤0.01% 933
2021
Q1 		$11K Buy
107
+44
+70% +$4.24K ﹤0.01% 977
2020
Q4 		$5K Buy
63
+12
+24% +$998 ﹤0.01% 1180
2020
Q3 		$4K Buy
51
+19
+59% +$1.5K ﹤0.01% 1172
2020
Q2 		$3K Buy
+32
New +$2.58K ﹤0.01% 1253

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lindbrook Capital's FRT Position: Q1 2025 in Review

Lindbrook Capital increased its Federal Realty Investment Trust (FRT) stake by 778% in Q1 2025, buying an estimated $58.2K and bringing the position to 632 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #902.

Lindbrook Capital first reported a position in FRT in Q2 2020 and has held it in 20 quarters since. 481 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Lindbrook Capital held 632 shares of Federal Realty Investment Trust worth $61.8K as of Q1 2025.
  • Lindbrook Capital bought 560 Federal Realty Investment Trust shares in Q1 2025, an estimated $58.2K.
  • Federal Realty Investment Trust made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #902 holding.
  • Lindbrook Capital first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 20 quarters since.
  • 481 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.