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Private Wealth Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Private Wealth Asset 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
-8
Closed -$783 – 1155
2025
Q1 		$783 Buy
+8
New +$831 ﹤0.01% 931

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State Street
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Private Wealth Asset Management's FRT Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 8 shares — an estimated $783 sold.

Private Wealth Asset Management first reported a position in FRT in Q1 2025 and held it in 1 quarter. The position peaked at $783 in Q1 2025. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 8 Federal Realty Investment Trust shares in Q2 2025, an estimated $783.
  • Private Wealth Asset Management first reported a position in Federal Realty Investment Trust in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Federal Realty Investment Trust position peaked at $783 in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.