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

Rise 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
Q4 		– Sell
-5
Closed -$507 – 606
2025
Q3 		$507 Sell
5
-5
-50% -$483 ﹤0.01% 1411
2025
Q2 		$950 Buy
10
+5
+100% +$473 ﹤0.01% 1293
2025
Q1 		$489 Buy
+5
New +$520 ﹤0.01% 1377

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

Rise Advisors's FRT Position: Q4 2025 in Review

Rise Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 5 shares — an estimated $507 sold.

Rise Advisors first reported a position in FRT in Q1 2025 and held it in 3 quarters. The position peaked at $950 in Q2 2025. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

  • Rise Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 5 Federal Realty Investment Trust shares in Q4 2025, an estimated $507.
  • Rise Advisors first reported a position in Federal Realty Investment Trust in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Federal Realty Investment Trust position peaked at $950 in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.