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Northwest & Ethical Investments’s Federal Realty Investment Trust FRT Stock Holding History

Northwest & Ethical 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
Q3 		– Sell
-4,000
Closed -$380K – 520
2025
Q2 		$380K Hold
4,000
– – 0.01% 421
2025
Q1 		$391K Buy
4,000
+373
+10% +$38.8K 0.01% 407
2024
Q4 		$406K Sell
3,627
-174
-5% -$19.7K 0.01% 357
2024
Q3 		$437K Hold
3,801
– – 0.01% 367
2024
Q2 		$384K Sell
3,801
-405
-10% -$40.9K 0.01% 350
2024
Q1 		$430K Sell
4,206
-71
-2% -$7.18K 0.01% 345
2023
Q4 		$441K Sell
4,277
-252
-6% -$23.8K 0.01% 320
2023
Q3 		$410K Sell
4,529
-129
-3% -$12.7K 0.01% 331
2023
Q2 		$451K Buy
4,658
+279
+6% +$26.2K 0.01% 331
2023
Q1 		$433K Sell
4,379
-210
-5% -$22K 0.01% 347
2022
Q4 		$464K Hold
4,589
– – 0.02% 344
2022
Q3 		$414K Hold
4,589
– – 0.02% 359
2022
Q2 		$439K Hold
4,589
– – 0.02% 358
2022
Q1 		$560K Sell
4,589
-235
-5% -$28.9K 0.02% 342
2021
Q4 		$658K Sell
4,824
-260
-5% -$33K 0.02% 330
2021
Q3 		$600K Hold
5,084
– – 0.02% 331
2021
Q2 		$596K Sell
5,084
-3,311
-39% -$376K 0.02% 341
2021
Q1 		$852K Buy
+8,395
New +$810K 0.03% 336

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Northwest & Ethical Investments's FRT Position: Q3 2025 in Review

Northwest & Ethical Investments sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 4,000 shares — an estimated $380K sold.

Northwest & Ethical Investments first reported a position in FRT in Q1 2021 and held it in 18 quarters. The position peaked at $852K in Q1 2021. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Northwest & Ethical Investments reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 4,000 Federal Realty Investment Trust shares in Q3 2025, an estimated $380K.
  • Northwest & Ethical Investments first reported a position in Federal Realty Investment Trust in Q1 2021 and held it in 18 quarters.
  • Northwest & Ethical Investments's Federal Realty Investment Trust position peaked at $852K in Q1 2021.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Northwest & Ethical Investments's 13F filing for Q3 2025, filed 12 Nov 2025.