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NewSquare Capital’s Federal Realty Investment Trust FRT Stock Holding History

NewSquare Capital’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 		– Sell
-37
Closed -$3.52K – 568
2025
Q2 		$3.52K Buy
+37
New +$3.5K ﹤0.01% 873
2025
Q1 		– Sell
-23
Closed -$2.58K – 1194
2024
Q4 		$2.58K Buy
+23
New +$2.6K ﹤0.01% 485

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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

NewSquare Capital's FRT Position: Q3 2025 in Review

NewSquare Capital sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 37 shares — an estimated $3.52K sold.

NewSquare Capital first reported a position in FRT in Q4 2024 and held it in 2 quarters. The position peaked at $3.52K in Q2 2025. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • NewSquare Capital reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 37 Federal Realty Investment Trust shares in Q3 2025, an estimated $3.52K.
  • NewSquare Capital first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 2 quarters.
  • NewSquare Capital's Federal Realty Investment Trust position peaked at $3.52K in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.