SC
FRT icon

SummitTX Capital’s Federal Realty Investment Trust FRT Stock Holding History

SummitTX Capital’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
Q3 		– Sell
-10,500
Closed -$997K – 832
2025
Q2 		$997K Buy
+10,500
New +$992K 0.04% 376

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SummitTX Capital's FRT Position: Q3 2025 in Review

SummitTX Capital sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 10,500 shares — an estimated $997K sold.

SummitTX Capital first reported a position in FRT in Q2 2025 and held it in 1 quarter. The position peaked at $997K in Q2 2025. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • SummitTX Capital reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • SummitTX Capital sold 10,500 Federal Realty Investment Trust shares in Q3 2025, an estimated $997K.
  • SummitTX Capital first reported a position in Federal Realty Investment Trust in Q2 2025 and held it in 1 quarter.
  • SummitTX Capital's Federal Realty Investment Trust position peaked at $997K in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.