Altium Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Altium Wealth 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
2022 Q2	$706K	Buy	7,369 +1,009	+16%	+$113K	0.05%	195
2022 Q1	$776K	Buy	+6,360	New	+$783K	0.05%	191
2021 Q4	–	Sell	-3,503	Closed	-$413K	–	396
2021 Q3	$413K	Buy	3,503 +561	+19%	+$66.5K	0.03%	259
2021 Q2	$345K	Buy	2,942 +933	+46%	+$106K	0.03%	293
2021 Q1	$204K	Buy	+2,009	New	+$194K	0.02%	360

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Altium Wealth Management's FRT Position: Q2 2022 in Review

Altium Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 16% in Q2 2022, buying an estimated $113K and bringing the position to 7,369 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #195.

Altium Wealth Management first reported a position in FRT in Q1 2021 and has held it in 5 quarters since. The position peaked at $776K in Q1 2022. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

Altium Wealth Management held 7,369 shares of Federal Realty Investment Trust worth $706K as of Q2 2022.
Altium Wealth Management bought 1,009 Federal Realty Investment Trust shares in Q2 2022, an estimated $113K.
Federal Realty Investment Trust made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #195 holding.
Altium Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 5 quarters since.
Altium Wealth Management's Federal Realty Investment Trust position peaked at $776K in Q1 2022.
401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.