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World Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

World Investment Advisors’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
-6,662
Closed -$652K – 1159
2025
Q1 		$652K Sell
6,662
-1,116
-14% -$116K 0.02% 615
2024
Q4 		$871K Buy
7,778
+5,860
+306% +$662K 0.02% 510
2024
Q3 		$221K Buy
+1,918
New +$214K 0.01% 837

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
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
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

World Investment Advisors's FRT Position: Q2 2025 in Review

World Investment Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2025, closing a stake of 6,662 shares — an estimated $652K sold.

World Investment Advisors first reported a position in FRT in Q3 2024 and held it in 3 quarters. The position peaked at $871K in Q4 2024. 490 funds tracked by Wall St. Rank hold FRT as of Q2 2025.

  • World Investment Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 6,662 Federal Realty Investment Trust shares in Q2 2025, an estimated $652K.
  • World Investment Advisors first reported a position in Federal Realty Investment Trust in Q3 2024 and held it in 3 quarters.
  • World Investment Advisors's Federal Realty Investment Trust position peaked at $871K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.