PP
FRT icon

Paloma Partners’s Federal Realty Investment Trust FRT Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-2,100
Closed -$241K – 581
2024
Q3 		$241K Buy
+2,100
New +$234K 0.01% 905
2020
Q4 		– Sell
-10,212
Closed -$750K – 1831
2020
Q3 		$750K Sell
10,212
-9,989
-49% -$788K 0.02% 912
2020
Q2 		$1.72M Buy
+20,201
New +$1.63M 0.03% 680
2020
Q1 		– Sell
-30,245
Closed -$3.89M – 1519
2019
Q4 		$3.89M Buy
30,245
+16,712
+123% +$2.22M 0.06% 319
2019
Q3 		$1.84M Buy
+13,533
New +$1.78M 0.04% 463
2018
Q4 		– Sell
-5,251
Closed -$664K – 1434
2018
Q3 		$664K Sell
5,251
-10,067
-66% -$1.28M 0.01% 912
2018
Q2 		$1.94M Buy
+15,318
New +$1.81M 0.04% 457
2017
Q4 		– Sell
-31,831
Closed -$3.95M – 2013
2017
Q3 		$3.95M Buy
31,831
+16,512
+108% +$2.12M 0.05% 358
2017
Q2 		$1.94M Buy
+15,319
New +$1.98M 0.02% 786
2017
Q1 		– Sell
-9,050
Closed -$1.29M – 2046
2016
Q4 		$1.29M Sell
9,050
-2,861
-24% -$406K 0.01% 1013
2016
Q3 		$1.83M Buy
+11,911
New +$1.93M 0.02% 589
2016
Q2 		– Sell
-7,617
Closed -$1.19M – 2204
2016
Q1 		$1.19M Buy
7,617
+5,660
+289% +$847K 0.02% 772
2015
Q4 		$286K Buy
+1,957
New +$283K 0.01% 1352
2015
Q3 		– Sell
-7,090
Closed -$908K – 1706
2015
Q2 		$908K Buy
+7,090
New +$963K 0.02% 807
2014
Q4 		– Sell
-19,041
Closed -$2.26M – 1214
2014
Q3 		$2.26M Buy
+19,041
New +$2.34M 0.1% 195
2014
Q1 		– Sell
-5,593
Closed -$567K – 794
2013
Q4 		$567K Sell
5,593
-20,507
-79% -$2.14M 0.03% 554
2013
Q3 		$2.65M Buy
+26,100
New +$2.67M 0.1% 164

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Paloma Partners's FRT Position: Q4 2024 in Review

Paloma Partners sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 2,100 shares — an estimated $241K sold.

Paloma Partners first reported a position in FRT in Q3 2013 and held it in 17 quarters. The position peaked at $3.95M in Q3 2017. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

  • Paloma Partners reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 2,100 Federal Realty Investment Trust shares in Q4 2024, an estimated $241K.
  • Paloma Partners first reported a position in Federal Realty Investment Trust in Q3 2013 and held it in 17 quarters.
  • Paloma Partners's Federal Realty Investment Trust position peaked at $3.95M in Q3 2017.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.