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Turning Point Benefit Group’s Federal Realty Investment Trust FRT Stock Holding History

Turning Point Benefit Group’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
2026
Q1 		– Sell
-254
Closed -$25.6K – 360
2025
Q4 		$25.6K Buy
254
+241
+1,854% +$23.7K 0.01% 178
2025
Q3 		$1.29K Buy
+13
New +$1.26K ﹤0.01% 358

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Resolution Capital
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Turning Point Benefit Group's FRT Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 254 shares — an estimated $25.6K sold.

Turning Point Benefit Group first reported a position in FRT in Q3 2025 and held it in 2 quarters. The position peaked at $25.6K in Q4 2025. 560 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 254 Federal Realty Investment Trust shares in Q1 2026, an estimated $25.6K.
  • Turning Point Benefit Group first reported a position in Federal Realty Investment Trust in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Federal Realty Investment Trust position peaked at $25.6K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.