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

WealthTrak 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
Q1 		– Sell
-1
Closed -$112 – 1029
2024
Q4 		$112 Buy
+1
New +$113 ﹤0.01% 900

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WealthTrak Capital Management's FRT Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 1 share — an estimated $112 sold.

WealthTrak Capital Management first reported a position in FRT in Q4 2024 and held it in 1 quarter. The position peaked at $112 in Q4 2024. 481 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 Federal Realty Investment Trust share in Q1 2025, an estimated $112.
  • WealthTrak Capital Management first reported a position in Federal Realty Investment Trust in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Federal Realty Investment Trust position peaked at $112 in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.