PFG Investments’s Federal Realty Investment Trust FRT Stock Holding History

PFG 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 Q1	–	Sell	-5,043	Closed	-$565K	–	1047
2024 Q4	$565K	Sell	5,043 -1,193	-19%	-$135K	0.04%	446
2024 Q3	$717K	Buy	6,236 +51	+0.8%	+$5.69K	0.05%	377
2024 Q2	$625K	Buy	6,185 +124	+2%	+$12.5K	0.04%	373
2024 Q1	$619K	Sell	6,061 -247	-4%	-$25K	0.04%	459
2023 Q4	$650K	Sell	6,308 -1,408	-18%	-$133K	0.12%	194
2023 Q3	$699K	Sell	7,716 -26	-0.3%	-$2.56K	0.13%	172
2023 Q2	$749K	Buy	7,742 +173	+2%	+$16.3K	0.13%	166
2023 Q1	$748K	Buy	+7,569	New	+$791K	0.15%	147

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

PFG Investments's FRT Position: Q1 2025 in Review

PFG Investments sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 5,043 shares — an estimated $565K sold.

PFG Investments first reported a position in FRT in Q1 2023 and held it in 8 quarters. The position peaked at $749K in Q2 2023. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

PFG Investments reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
PFG Investments sold 5,043 Federal Realty Investment Trust shares in Q1 2025, an estimated $565K.
PFG Investments first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 8 quarters.
PFG Investments's Federal Realty Investment Trust position peaked at $749K in Q2 2023.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on PFG Investments's 13F filing for Q1 2025, filed 22 Apr 2025.