T
FRT icon

TOBAM’s Federal Realty Investment Trust FRT Stock Holding History

TOBAM’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
-144
Closed -$14K – 270
2025
Q1 		$14K Sell
144
-69
-32% -$7.17K 0.01% 218
2024
Q4 		$24K Buy
+213
New +$24.1K 0.01% 314
2023
Q1 		– Sell
-269
Closed -$27K – 382
2022
Q4 		$27K Sell
269
-2,086
-89% -$211K ﹤0.01% 386
2022
Q3 		$212K Sell
2,355
-729
-24% -$74.1K 0.01% 208
2022
Q2 		$295K Sell
3,084
-1
-0% -$112 0.02% 205
2022
Q1 		$377K Sell
3,085
-1,077
-26% -$133K 0.02% 188
2021
Q4 		$567K Sell
4,162
-2,460
-37% -$312K 0.03% 140
2021
Q3 		$781K Sell
6,622
-158
-2% -$18.7K 0.03% 125
2021
Q2 		$794K Sell
6,780
-235
-3% -$26.7K 0.03% 130
2021
Q1 		$712K Buy
7,015
+2,388
+52% +$230K 0.03% 129
2020
Q4 		$394K Buy
4,627
+4,251
+1,131% +$354K 0.02% 153
2020
Q3 		$28K Buy
+376
New +$29.6K ﹤0.01% 394

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

TOBAM's FRT Position: Q2 2025 in Review

TOBAM sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 144 shares — an estimated $14K sold.

TOBAM first reported a position in FRT in Q3 2020 and held it in 12 quarters. The position peaked at $794K in Q2 2021. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • TOBAM reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • TOBAM sold 144 Federal Realty Investment Trust shares in Q2 2025, an estimated $14K.
  • TOBAM first reported a position in Federal Realty Investment Trust in Q3 2020 and held it in 12 quarters.
  • TOBAM's Federal Realty Investment Trust position peaked at $794K in Q2 2021.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on TOBAM's 13F filing for Q2 2025, filed 8 Aug 2025.