Sandy Spring Bank’s Federal Realty Investment Trust FRT Stock Holding History

Sandy Spring Bank’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	$267K	Sell	2,727 -907	-25%	-$94.2K	0.01%	334
2024 Q4	$407K	Sell	3,634 -406	-10%	-$45.9K	0.02%	302
2024 Q3	$464K	Buy	4,040 +422	+12%	+$47.1K	0.02%	295
2024 Q2	$365K	Buy	3,618 +9	+0.2%	+$908	0.02%	308
2024 Q1	$369K	Sell	3,609 -261	-7%	-$26.4K	0.02%	310
2023 Q4	$399K	Buy	3,870 +449	+13%	+$42.4K	0.02%	291
2023 Q3	$310K	Buy	3,421 +9	+0.3%	+$887	0.02%	296
2023 Q2	$330K	Buy	3,412 +8	+0.2%	+$752	0.02%	295
2023 Q1	$336K	Buy	3,404 +7	+0.2%	+$732	0.02%	284
2022 Q4	$343K	Buy	3,397 +9	+0.3%	+$911	0.02%	281
2022 Q3	$306K	Sell	3,388 -42	-1%	-$4.27K	0.02%	284
2022 Q2	$328K	Buy	3,430 +2,580	+304%	+$290K	0.02%	278
2022 Q1	$104K	Buy	850 +750	+750%	+$92.4K	0.01%	420
2021 Q4	$14K	Sell	100 -4,055	-98%	-$514K	﹤0.01%	834
2021 Q3	$490K	Buy	4,155 +12	+0.3%	+$1.42K	0.03%	260
2021 Q2	$486K	Sell	4,143 -186	-4%	-$21.1K	0.03%	256
2021 Q1	$439K	Buy	4,329 +16	+0.4%	+$1.54K	0.03%	260
2020 Q4	$367K	Sell	4,313 -88	-2%	-$7.32K	0.02%	261
2020 Q3	$324K	Sell	4,401 -2,040	-32%	-$161K	0.02%	255
2020 Q2	$549K	Sell	6,441 -8	-0.1%	-$646	0.04%	223
2020 Q1	$481K	Buy	6,449 +1,640	+34%	+$189K	0.04%	216
2019 Q4	$619K	Sell	4,809 -450	-9%	-$59.8K	0.05%	220
2019 Q3	$716K	Buy	5,259 +450	+9%	+$59.3K	0.06%	208
2019 Q2	$619K	Hold	4,809	–	–	0.05%	213
2019 Q1	$663K	Buy	4,809 +120	+3%	+$15.7K	0.06%	201
2018 Q4	$554K	Buy	4,689 +191	+4%	+$24K	0.05%	212
2018 Q3	$569K	Sell	4,498 -50	-1%	-$6.35K	0.05%	221
2018 Q2	$576K	Sell	4,548 -651	-13%	-$76.8K	0.05%	214
2018 Q1	$604K	Buy	5,199 +351	+7%	+$41.4K	0.05%	216
2017 Q4	$644K	Sell	4,848 -433	-8%	-$55.9K	0.06%	207
2017 Q3	$656K	Buy	5,281 +3	+0.1%	+$386	0.06%	206
2017 Q2	$667K	Sell	5,278 -46	-0.9%	-$5.93K	0.07%	203
2017 Q1	$711K	Sell	5,324 -327	-6%	-$45.2K	0.07%	203
2016 Q4	$803K	Buy	5,651 +628	+13%	+$89.2K	0.08%	198
2016 Q3	$773K	Hold	5,023	–	–	0.08%	196
2016 Q2	$832K	Sell	5,023 -42	-0.8%	-$6.54K	0.1%	186
2016 Q1	$790K	Hold	5,065	–	–	0.09%	187
2015 Q4	$740K	Buy	5,065 +42	+0.8%	+$6.07K	0.09%	190
2015 Q3	$685K	Hold	5,023	–	–	0.08%	192
2015 Q2	$643K	Sell	5,023 -290	-5%	-$39.4K	0.07%	196
2015 Q1	$782K	Buy	5,313 +3,840	+261%	+$551K	0.09%	183
2014 Q4	$197K	Hold	1,473	–	–	0.02%	271
2014 Q3	$175K	Hold	1,473	–	–	0.02%	288
2014 Q2	$178K	Sell	1,473 -450	-23%	-$53.2K	0.02%	282
2014 Q1	$522K	Hold	1,923	–	–	0.08%	196
2013 Q4	$195K	Hold	1,923	–	–	0.03%	258
2013 Q3	$195K	Hold	1,923	–	–	0.03%	247
2013 Q2	$199K	Buy	+1,923	New	+$212K	0.03%	240

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sandy Spring Bank's FRT Position: Q1 2025 in Review

Sandy Spring Bank reduced its Federal Realty Investment Trust (FRT) stake by 25% in Q1 2025, selling an estimated $94.2K and leaving 2,727 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #334.

Sandy Spring Bank first reported a position in FRT in Q2 2013 and has held it in 48 quarters since. The position peaked at $832K in Q2 2016. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

Sandy Spring Bank held 2,727 shares of Federal Realty Investment Trust worth $267K as of Q1 2025.
Sandy Spring Bank sold 907 Federal Realty Investment Trust shares in Q1 2025, an estimated $94.2K.
Federal Realty Investment Trust made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #334 holding.
Sandy Spring Bank first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Federal Realty Investment Trust position peaked at $832K in Q2 2016.
480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.