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Mowery & Schoenfeld Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-52
Closed -$5.09K – 416
2025
Q1 		$5.09K Sell
52
-71
-58% -$7.38K 0.01% 323
2024
Q4 		$13.8K Buy
123
+13
+12% +$1.47K 0.03% 199
2024
Q3 		$12.6K Buy
+110
New +$12.3K 0.02% 165

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 $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $69.2B AUM 41.24% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FRT Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 52 shares — an estimated $5.09K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FRT in Q3 2024 and held it in 3 quarters. The position peaked at $13.8K in Q4 2024. 491 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 52 Federal Realty Investment Trust shares in Q2 2025, an estimated $5.09K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Federal Realty Investment Trust position peaked at $13.8K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.