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Park Square Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Park Square Financial Group’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
2026
Q1 		– Sell
-221
Closed -$24.7K – 272
2025
Q4 		$24.7K Buy
+221
New +$21.8K 0.15% 72
2025
Q3 		– Sell
-81
Closed -$7.69K – 515
2025
Q2 		$7.69K Hold
81
– – 0.01% 650
2025
Q1 		$7.92K Sell
81
-188
-70% -$19.5K 0.01% 663
2024
Q4 		$30.1K Buy
+269
New +$30.4K 0.02% 353

Other funds holding FRT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Park Square Financial Group's FRT Position: Q1 2026 in Review

Park Square Financial Group sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 221 shares — an estimated $24.7K sold.

Park Square Financial Group first reported a position in FRT in Q4 2024 and held it in 4 quarters. The position peaked at $30.1K in Q4 2024. 560 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Park Square Financial Group reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 221 Federal Realty Investment Trust shares in Q1 2026, an estimated $24.7K.
  • Park Square Financial Group first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's Federal Realty Investment Trust position peaked at $30.1K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.