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Principal Securities’s Federal Realty Investment Trust FRT Stock Holding History

Principal Securities’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
Q4 		– Sell
-243
Closed -$24.6K – 2140
2025
Q3 		$24.6K Buy
243
+26
+12% +$2.51K ﹤0.01% 2315
2025
Q2 		$20.6K Sell
217
-5,294
-96% -$500K ﹤0.01% 2294
2025
Q1 		$617K Hold
5,511
– – 0.01% 702
2024
Q4 		$617K Buy
5,511
+398
+8% +$45K 0.01% 696
2024
Q3 		$588K Sell
5,113
-453
-8% -$50.6K 0.01% 703
2024
Q2 		$562K Buy
5,566
+861
+18% +$86.9K 0.02% 663
2024
Q1 		$480K Buy
4,705
+454
+11% +$45.9K 0.02% 682
2023
Q4 		$438K Buy
+4,251
New +$401K 0.02% 653

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Securities's FRT Position: Q4 2025 in Review

Principal Securities sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 243 shares — an estimated $24.6K sold.

Principal Securities first reported a position in FRT in Q4 2023 and held it in 8 quarters. The position peaked at $617K in Q1 2025. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

  • Principal Securities reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 243 Federal Realty Investment Trust shares in Q4 2025, an estimated $24.6K.
  • Principal Securities first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Federal Realty Investment Trust position peaked at $617K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.