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Stonebridge Financial Group (Pennsylvania)’s Federal Realty Investment Trust FRT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-5
Closed -$489 – 483
2025
Q1 		$489 Hold
5
– – ﹤0.01% 862
2024
Q4 		$560 Buy
+5
New +$565 ﹤0.01% 791

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RC
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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

Stonebridge Financial Group (Pennsylvania)'s FRT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 5 shares — an estimated $489 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FRT in Q4 2024 and held it in 2 quarters. The position peaked at $560 in Q4 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5 Federal Realty Investment Trust shares in Q2 2025, an estimated $489.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Federal Realty Investment Trust position peaked at $560 in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.