Tradewinds Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Tradewinds Capital Management’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 Q4	–	Sell	-3	Closed	-$304	–	706
2025 Q3	$304	Hold	3	–	–	﹤0.01%	626
2025 Q2	$285	Hold	3	–	–	﹤0.01%	584
2025 Q1	$294	Hold	3	–	–	﹤0.01%	611
2024 Q4	$336	Hold	3	–	–	﹤0.01%	618
2024 Q3	$345	Hold	3	–	–	﹤0.01%	573
2024 Q2	$303	Hold	3	–	–	﹤0.01%	548
2024 Q1	$307	Hold	3	–	–	﹤0.01%	510
2023 Q4	$310	Hold	3	–	–	﹤0.01%	431
2023 Q3	$272	Hold	3	–	–	﹤0.01%	455
2023 Q2	$291	Hold	3	–	–	﹤0.01%	425
2023 Q1	$297	Hold	3	–	–	﹤0.01%	433
2022 Q4	$303	Hold	3	–	–	﹤0.01%	463
2022 Q3	$0	Hold	3	–	–	﹤0.01%	452
2022 Q2	$0	Hold	3	–	–	﹤0.01%	548
2022 Q1	$0	Buy	+3	New	+$369	﹤0.01%	796

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tradewinds Capital Management's FRT Position: Q4 2025 in Review

Tradewinds Capital Management sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 3 shares — an estimated $304 sold.

Tradewinds Capital Management first reported a position in FRT in Q1 2022 and held it in 15 quarters. The position peaked at $345 in Q3 2024. 527 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

Tradewinds Capital Management reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
Tradewinds Capital Management sold 3 Federal Realty Investment Trust shares in Q4 2025, an estimated $304.
Tradewinds Capital Management first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 15 quarters.
Tradewinds Capital Management's Federal Realty Investment Trust position peaked at $345 in Q3 2024.
527 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on Tradewinds Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.