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Osterweis Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Osterweis Capital 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
-5
Closed -$489 – 342
2025
Q1 		$489 Buy
+5
New +$520 ﹤0.01% 294

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Osterweis Capital Management's FRT Position: Q2 2025 in Review

Osterweis Capital Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 5 shares — an estimated $489 sold.

Osterweis Capital Management first reported a position in FRT in Q1 2025 and held it in 1 quarter. The position peaked at $489 in Q1 2025. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Osterweis Capital Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 5 Federal Realty Investment Trust shares in Q2 2025, an estimated $489.
  • Osterweis Capital Management first reported a position in Federal Realty Investment Trust in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Federal Realty Investment Trust position peaked at $489 in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.