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W.H. Cornerstone Investments’s Federal Realty Investment Trust FRT Stock Holding History

W.H. Cornerstone Investments’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
-8,782
Closed -$859K – 120
2025
Q1 		$859K Buy
8,782
+3,309
+60% +$344K 0.59% 48
2024
Q4 		$613K Buy
+5,473
New +$619K 0.41% 59

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
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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
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W.H. Cornerstone Investments's FRT Position: Q2 2025 in Review

W.H. Cornerstone Investments sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 8,782 shares — an estimated $859K sold.

W.H. Cornerstone Investments first reported a position in FRT in Q4 2024 and held it in 2 quarters. The position peaked at $859K in Q1 2025. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • W.H. Cornerstone Investments reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 8,782 Federal Realty Investment Trust shares in Q2 2025, an estimated $859K.
  • W.H. Cornerstone Investments first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 2 quarters.
  • W.H. Cornerstone Investments's Federal Realty Investment Trust position peaked at $859K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2025, filed 8 Aug 2025.