Meridian Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Meridian Wealth Management’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	-11,500	Closed	-$1.29M	–	631
2024 Q4	$1.29M	Hold	11,500	–	–	0.06%	246
2024 Q3	$1.32M	Buy	+11,500	New	+$1.28M	0.07%	231
2024 Q2	–	Sell	-11,617	Closed	-$1.19M	–	372
2024 Q1	$1.19M	Buy	11,617 +1,820	+19%	+$184K	0.2%	86
2023 Q4	$1.01M	Buy	+9,797	New	+$924K	0.06%	262

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Meridian Wealth Management's FRT Position: Q1 2025 in Review

Meridian Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 11,500 shares — an estimated $1.29M sold.

Meridian Wealth Management first reported a position in FRT in Q4 2023 and held it in 4 quarters. The position peaked at $1.32M in Q3 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Meridian Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Management sold 11,500 Federal Realty Investment Trust shares in Q1 2025, an estimated $1.29M.
Meridian Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 4 quarters.
Meridian Wealth Management's Federal Realty Investment Trust position peaked at $1.32M in Q3 2024.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.