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Smith Shellnut Wilson’s Federal Realty Investment Trust FRT Stock Holding History

Smith Shellnut Wilson’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
Q2 		– Sell
-2,051
Closed -$201K – 142
2025
Q1 		$201K Sell
2,051
-275
-12% -$28.6K 0.09% 138
2024
Q4 		$260K Buy
2,326
+55
+2% +$6.22K 0.12% 122
2024
Q3 		$261K Hold
2,271
– – 0.12% 124
2024
Q2 		$229K Hold
2,271
– – 0.11% 129
2024
Q1 		$232K Hold
2,271
– – 0.12% 118
2023
Q4 		$234K Sell
2,271
-295
-11% -$27.8K 0.13% 114
2023
Q3 		$233K Hold
2,566
– – 0.14% 117
2023
Q2 		$248K Sell
2,566
-20
-0.8% -$1.88K 0.14% 117
2023
Q1 		$256K Hold
2,586
– – 0.16% 110
2022
Q4 		$261K Buy
2,586
+11
+0.4% +$1.11K 0.16% 106
2022
Q3 		$232K Buy
2,575
+70
+3% +$7.11K 0.15% 108
2022
Q2 		$240K Sell
2,505
-174
-6% -$19.5K 0.15% 114
2022
Q1 		$327K Buy
2,679
+18
+0.7% +$2.22K 0.17% 104
2021
Q4 		$363K Buy
2,661
+72
+3% +$9.13K 0.18% 106
2021
Q3 		$305K Buy
2,589
+38
+1% +$4.5K 0.18% 105
2021
Q2 		$299K Hold
2,551
– – 0.17% 104
2021
Q1 		$259K Sell
2,551
-73
-3% -$7.04K 0.16% 114
2020
Q4 		$223K Buy
+2,624
New +$218K 0.13% 117
2020
Q1 		– Sell
-2,375
Closed -$306K – 133
2019
Q4 		$306K Hold
2,375
– – 0.2% 96
2019
Q3 		$323K Buy
2,375
+162
+7% +$21.4K 0.24% 81
2019
Q2 		$285K Sell
2,213
-62
-3% -$8.23K 0.21% 90
2019
Q1 		$314K Buy
2,275
+30
+1% +$3.93K 0.25% 78
2018
Q4 		$265K Sell
2,245
-30
-1% -$3.77K 0.28% 78
2018
Q3 		$288K Buy
+2,275
New +$289K 0.26% 81
2018
Q1 		$264K Buy
+2,275
New +$269K 0.23% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Smith Shellnut Wilson's FRT Position: Q2 2025 in Review

Smith Shellnut Wilson sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 2,051 shares — an estimated $201K sold.

Smith Shellnut Wilson first reported a position in FRT in Q1 2018 and held it in 25 quarters. The position peaked at $363K in Q4 2021. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Smith Shellnut Wilson reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,051 Federal Realty Investment Trust shares in Q2 2025, an estimated $201K.
  • Smith Shellnut Wilson first reported a position in Federal Realty Investment Trust in Q1 2018 and held it in 25 quarters.
  • Smith Shellnut Wilson's Federal Realty Investment Trust position peaked at $363K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Smith Shellnut Wilson's 13F filing for Q2 2025, filed 5 Aug 2025.