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

Ridgewood 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
Q3 		– Sell
-8
Closed -$760 – 378
2025
Q2 		$760 Hold
8
– – ﹤0.01% 690
2025
Q1 		$783 Hold
8
– – ﹤0.01% 639
2024
Q4 		$896 Hold
8
– – ﹤0.01% 679
2024
Q3 		$920 Sell
8
-1
-11% -$112 ﹤0.01% 689
2024
Q2 		$871 Buy
+9
New +$908 ﹤0.01% 710
2023
Q3 		– Sell
-9
Closed -$834 – 396
2023
Q2 		$834 Hold
9
– – ﹤0.01% 754
2023
Q1 		$852 Buy
+9
New +$941 ﹤0.01% 749

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ridgewood Investments's FRT Position: Q3 2025 in Review

Ridgewood Investments sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 8 shares — an estimated $760 sold.

Ridgewood Investments first reported a position in FRT in Q1 2023 and held it in 7 quarters. The position peaked at $920 in Q3 2024. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Ridgewood Investments reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 8 Federal Realty Investment Trust shares in Q3 2025, an estimated $760.
  • Ridgewood Investments first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Federal Realty Investment Trust position peaked at $920 in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.