Old Point Trust & Financial Services N A’s Federal Realty Investment Trust FRT Stock Holding History

Old Point Trust & Financial Services N A’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	-1,616	Closed	-$158K	–	342
2025 Q1	$158K	Hold	1,616	–	–	0.06%	132
2024 Q4	$181K	Hold	1,616	–	–	0.06%	121
2024 Q3	$186K	Hold	1,616	–	–	0.07%	108
2024 Q2	$163K	Sell	1,616 -250	-13%	-$25.2K	0.06%	111
2024 Q1	$191K	Buy	1,866 +250	+15%	+$25.3K	0.07%	107
2023 Q4	$167K	Buy	+1,616	New	+$152K	0.07%	100
2023 Q3	–	Sell	-1,616	Closed	-$156K	–	156
2023 Q2	$156K	Buy	+1,616	New	+$152K	0.07%	89

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Old Point Trust & Financial Services N A's FRT Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 1,616 shares — an estimated $158K sold.

Old Point Trust & Financial Services N A first reported a position in FRT in Q2 2023 and held it in 7 quarters. The position peaked at $191K in Q1 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

Old Point Trust & Financial Services N A reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 1,616 Federal Realty Investment Trust shares in Q2 2025, an estimated $158K.
Old Point Trust & Financial Services N A first reported a position in Federal Realty Investment Trust in Q2 2023 and held it in 7 quarters.
Old Point Trust & Financial Services N A's Federal Realty Investment Trust position peaked at $191K in Q1 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.