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Richardson Financial Services’s Federal Realty Investment Trust FRT Stock Holding History

Richardson Financial Services’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
-459
Closed -$50.9K – 612
2024
Q4 		$50.9K Sell
459
-21
-4% -$2.37K 0.04% 254
2024
Q3 		$48.5K Hold
480
– – 0.03% 266
2024
Q2 		$48.5K Sell
480
-10
-2% -$1.01K 0.03% 251
2024
Q1 		$50K Sell
490
-2
-0.4% -$202 0.04% 250
2023
Q4 		$50.7K Buy
+492
New +$46.4K 0.04% 210

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Richardson Financial Services's FRT Position: Q1 2025 in Review

Richardson Financial Services sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 459 shares — an estimated $50.9K sold.

Richardson Financial Services first reported a position in FRT in Q4 2023 and held it in 5 quarters. The position peaked at $50.9K in Q4 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Richardson Financial Services reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 459 Federal Realty Investment Trust shares in Q1 2025, an estimated $50.9K.
  • Richardson Financial Services first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 5 quarters.
  • Richardson Financial Services's Federal Realty Investment Trust position peaked at $50.9K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.