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Advisor Group’s Federal Realty Investment Trust FRT Stock Holding History

Advisor Group’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
2019
Q4 		$591K Buy
4,594
+416
+10% +$55.3K ﹤0.01% 1548
2019
Q3 		$568K Sell
4,178
-44
-1% -$5.8K ﹤0.01% 1519
2019
Q2 		$544K Buy
4,222
+233
+6% +$30.9K ﹤0.01% 1555
2019
Q1 		$551K Buy
3,989
+664
+20% +$86.9K ﹤0.01% 1518
2018
Q4 		$392K Buy
3,325
+1,094
+49% +$137K ﹤0.01% 1583
2018
Q3 		$282K Sell
2,231
-409
-15% -$51.9K ﹤0.01% 1901
2018
Q2 		$335K Buy
2,640
+8
+0.3% +$944 ﹤0.01% 1611
2018
Q1 		$306K Buy
2,632
+31
+1% +$3.66K ﹤0.01% 1675
2017
Q4 		$346K Buy
2,601
+1,019
+64% +$131K ﹤0.01% 1588
2017
Q3 		$196K Buy
1,582
+202
+15% +$26K ﹤0.01% 1874
2017
Q2 		$173K Buy
1,380
+297
+27% +$38.3K ﹤0.01% 1896
2017
Q1 		$145K Buy
1,083
+15
+1% +$2.07K ﹤0.01% 1892
2016
Q4 		$152K Buy
1,068
+401
+60% +$57K ﹤0.01% 1762
2016
Q3 		$103K Sell
667
-30
-4% -$4.85K ﹤0.01% 1982
2016
Q2 		$113K Buy
+697
New +$108K ﹤0.01% 1837

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's FRT Position: Q4 2019 in Review

Advisor Group increased its Federal Realty Investment Trust (FRT) stake by 10% in Q4 2019, buying an estimated $55.3K and bringing the position to 4,594 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Advisor Group first reported a position in FRT in Q2 2016 and has held it in 15 quarters since. 427 funds tracked by Wall St. Rank hold FRT as of Q4 2019.

  • Advisor Group held 4,594 shares of Federal Realty Investment Trust worth $591K as of Q4 2019.
  • Advisor Group bought 416 Federal Realty Investment Trust shares in Q4 2019, an estimated $55.3K.
  • Federal Realty Investment Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1548 holding.
  • Advisor Group first reported a position in Federal Realty Investment Trust in Q2 2016 and has held it in 15 quarters since.
  • 427 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.