6 Meridian’s Federal Realty Investment Trust FRT Stock Holding History

6 Meridian’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
2020 Q2	–	Sell	-5,029	Closed	-$375K	–	387
2020 Q1	$375K	Buy	5,029 +693	+16%	+$79.8K	0.04%	343
2019 Q4	$558K	Buy	4,336 +171	+4%	+$22.7K	0.05%	319
2019 Q3	$567K	Buy	4,165 +289	+7%	+$38.1K	0.06%	265
2019 Q2	$499K	Buy	3,876 +88	+2%	+$11.7K	0.05%	309
2019 Q1	$522K	Buy	+3,788	New	+$496K	0.05%	244
2018 Q3	–	Sell	-4,050	Closed	-$513K	–	456
2018 Q2	$513K	Sell	4,050 -73	-2%	-$8.62K	0.05%	219
2018 Q1	$479K	Buy	+4,123	New	+$487K	0.05%	237

Other funds holding FRT

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

6 Meridian's FRT Position: Q2 2020 in Review

6 Meridian sold out of Federal Realty Investment Trust (FRT) in Q2 2020, closing a stake of 5,029 shares — an estimated $375K sold.

6 Meridian first reported a position in FRT in Q1 2018 and held it in 7 quarters. The position peaked at $567K in Q3 2019. 379 funds tracked by Wall St. Rank hold FRT as of Q2 2020.

6 Meridian reported no remaining Federal Realty Investment Trust position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 5,029 Federal Realty Investment Trust shares in Q2 2020, an estimated $375K.
6 Meridian first reported a position in Federal Realty Investment Trust in Q1 2018 and held it in 7 quarters.
6 Meridian's Federal Realty Investment Trust position peaked at $567K in Q3 2019.
379 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.