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

TwinBeech 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
2024 Q4	–	Sell	-38,196	Closed	-$4.39M	–	718
2024 Q3	$4.39M	Buy	38,196 +34,476	+927%	+$3.85M	0.08%	278
2024 Q2	$376K	Buy	+3,720	New	+$375K	0.01%	468
2024 Q1	–	Sell	-14,161	Closed	-$1.46M	–	668
2023 Q4	$1.46M	Buy	+14,161	New	+$1.34M	0.02%	449
2022 Q3	–	Sell	-3,556	Closed	-$340K	–	689
2022 Q2	$340K	Buy	3,556 +1,441	+68%	+$162K	0.02%	445
2022 Q1	$258K	Buy	+2,115	New	+$260K	0.01%	439

Other funds holding FRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

TwinBeech Capital's FRT Position: Q4 2024 in Review

TwinBeech Capital sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 38,196 shares — an estimated $4.39M sold.

TwinBeech Capital first reported a position in FRT in Q1 2022 and held it in 5 quarters. The position peaked at $4.39M in Q3 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

TwinBeech Capital reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 38,196 Federal Realty Investment Trust shares in Q4 2024, an estimated $4.39M.
TwinBeech Capital first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 5 quarters.
TwinBeech Capital's Federal Realty Investment Trust position peaked at $4.39M in Q3 2024.
490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.