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Sherbrooke Park Advisers’s Federal Realty Investment Trust FRT Stock Holding History

Sherbrooke Park Advisers’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
2024
Q4 		– Sell
-2,942
Closed -$338K – 914
2024
Q3 		$338K Sell
2,942
-1,544
-34% -$172K 0.08% 514
2024
Q2 		$453K Buy
+4,486
New +$453K 0.08% 459

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Sherbrooke Park Advisers's FRT Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 2,942 shares — an estimated $338K sold.

Sherbrooke Park Advisers first reported a position in FRT in Q2 2024 and held it in 2 quarters. The position peaked at $453K in Q2 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 2,942 Federal Realty Investment Trust shares in Q4 2024, an estimated $338K.
  • Sherbrooke Park Advisers first reported a position in Federal Realty Investment Trust in Q2 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Federal Realty Investment Trust position peaked at $453K in Q2 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.