LIG
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Lokken Investment Group’s Federal Realty Investment Trust FRT Stock Holding History

Lokken Investment Group’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 		$1.35M Buy
13,323
+348
+3% +$33.6K 0.46% 60
2025
Q2 		$1.23M Buy
12,975
+910
+8% +$86K 0.47% 56
2025
Q1 		$1.18M Buy
12,065
+1,855
+18% +$193K 0.5% 55
2024
Q4 		$1.14M Buy
10,210
+507
+5% +$57.3K 0.49% 58
2024
Q3 		$1.12M Buy
9,703
+856
+10% +$95.5K 0.47% 58
2024
Q2 		$893K Buy
+8,847
New +$893K 0.42% 63

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

Lokken Investment Group's FRT Position: Q3 2025 in Review

Lokken Investment Group increased its Federal Realty Investment Trust (FRT) stake by 2.7% in Q3 2025, buying an estimated $33.6K and bringing the position to 13,323 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #60.

Lokken Investment Group first reported a position in FRT in Q2 2024 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Lokken Investment Group held 13,323 shares of Federal Realty Investment Trust worth $1.35M as of Q3 2025.
  • Lokken Investment Group bought 348 Federal Realty Investment Trust shares in Q3 2025, an estimated $33.6K.
  • Federal Realty Investment Trust made up 0.46% of Lokken Investment Group's portfolio in Q3 2025, its #60 holding.
  • Lokken Investment Group first reported a position in Federal Realty Investment Trust in Q2 2024 and has held it in 6 quarters since.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.