Newbridge Financial Services Group’s Federal Realty Investment Trust FRT Stock Holding History

Newbridge Financial Services 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 Q1	–	Sell	-47	Closed	-$5.31K	–	1082
2024 Q4	$5.31K	Buy	+47	New	+$5.31K	﹤0.01%	855
2024 Q3	–	Sell	-100	Closed	-$10.1K	–	802
2024 Q2	$10.1K	Hold	100	–	–	﹤0.01%	706
2024 Q1	$10.2K	Hold	100	–	–	﹤0.01%	766
2023 Q4	$10.3K	Sell	100 -100	-50%	-$9.44K	0.01%	728
2023 Q3	$18.1K	Hold	200	–	–	0.01%	662
2023 Q2	$19.4K	Hold	200	–	–	0.01%	706
2023 Q1	$19.8K	Hold	200	–	–	0.01%	728
2022 Q4	$20.2K	Sell	200 -100	-33%	-$10.1K	0.01%	717
2022 Q3	$27K	Buy	+300	New	+$30.5K	0.02%	606
2021 Q3	–	Sell	-35	Closed	-$4K	–	1466
2021 Q2	$4K	Buy	+35	New	+$3.97K	﹤0.01%	1158

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

Newbridge Financial Services Group's FRT Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 47 shares — an estimated $5.31K sold.

Newbridge Financial Services Group first reported a position in FRT in Q2 2021 and held it in 10 quarters. The position peaked at $27K in Q3 2022. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Newbridge Financial Services Group reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 47 Federal Realty Investment Trust shares in Q1 2025, an estimated $5.31K.
Newbridge Financial Services Group first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 10 quarters.
Newbridge Financial Services Group's Federal Realty Investment Trust position peaked at $27K in Q3 2022.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.