LRI Investments’s Federal Realty Investment Trust FRT Stock Holding History

LRI Investments’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	–	Sell	-12	Closed	-$1.17K	–	1283
2025 Q1	$1.17K	Hold	12	–	–	﹤0.01%	1146
2024 Q4	$1.34K	Hold	12	–	–	﹤0.01%	1099
2024 Q3	$1.36K	Hold	12	–	–	﹤0.01%	1089
2024 Q2	$1.21K	Hold	12	–	–	﹤0.01%	1089
2024 Q1	$1.23K	Buy	+12	New	+$1.21K	﹤0.01%	788

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

LRI Investments's FRT Position: Q2 2025 in Review

LRI Investments sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 12 shares — an estimated $1.17K sold.

LRI Investments first reported a position in FRT in Q1 2024 and held it in 5 quarters. The position peaked at $1.36K in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

LRI Investments reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
LRI Investments sold 12 Federal Realty Investment Trust shares in Q2 2025, an estimated $1.17K.
LRI Investments first reported a position in Federal Realty Investment Trust in Q1 2024 and held it in 5 quarters.
LRI Investments's Federal Realty Investment Trust position peaked at $1.36K in Q3 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on LRI Investments's 13F filing for Q2 2025, filed 25 Jul 2025.