PSI Advisors’s Federal Realty Investment Trust FRT Stock Holding History

PSI Advisors’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	-21	Closed	-$2.05K	–	303
2025 Q1	$2.05K	Hold	21	–	–	﹤0.01%	597
2024 Q4	$2.35K	Sell	21 -66	-76%	-$7.46K	﹤0.01%	713
2024 Q3	$10K	Hold	87	–	–	﹤0.01%	539
2024 Q2	$8.79K	Sell	87 -119	-58%	-$12K	﹤0.01%	536
2024 Q1	$21K	Hold	206	–	–	0.01%	392
2023 Q4	$21.2K	Hold	206	–	–	0.01%	401
2023 Q3	$18.7K	Hold	206	–	–	0.01%	399
2023 Q2	$19.9K	Hold	206	–	–	0.01%	390
2023 Q1	$20.4K	Sell	206 -28	-12%	-$2.93K	0.01%	333
2022 Q4	$23.6K	Hold	234	–	–	0.01%	301
2022 Q3	$21K	Hold	234	–	–	0.01%	325
2022 Q2	$22K	Buy	+234	New	+$26.3K	0.01%	340
2022 Q1	–	Sell	-234	Closed	-$32K	–	747
2021 Q4	$32K	Sell	234 -236	-50%	-$29.9K	0.01%	324
2021 Q3	$55K	Buy	+470	New	+$55.7K	0.03%	276
2020 Q1	–	Sell	-545	Closed	-$70K	–	270
2019 Q4	$70K	Buy	+545	New	+$72.4K	0.05%	230

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PSI Advisors's FRT Position: Q2 2025 in Review

PSI Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 21 shares — an estimated $2.05K sold.

PSI Advisors first reported a position in FRT in Q4 2019 and held it in 15 quarters. The position peaked at $70K in Q4 2019. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

PSI Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 21 Federal Realty Investment Trust shares in Q2 2025, an estimated $2.05K.
PSI Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and held it in 15 quarters.
PSI Advisors's Federal Realty Investment Trust position peaked at $70K in Q4 2019.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.