Altshuler Shaham’s Federal Realty Investment Trust FRT Stock Holding History

Altshuler Shaham’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
2021 Q4	–	Sell	-10,600	Closed	-$922K	–	576
2021 Q3	$922K	Buy	+10,600	New	+$1.26M	0.01%	171
2021 Q2	–	Sell	-9,400	Closed	-$665K	–	652
2021 Q1	$665K	Buy	+9,400	New	+$907K	0.01%	115

Other funds holding FRT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Altshuler Shaham's FRT Position: Q4 2020 in Review

Altshuler Shaham sold out of Federal Realty Investment Trust (FRT) in Q4 2020, closing a stake of 7,507 shares — an estimated $557K sold.

Altshuler Shaham first reported a position in FRT in Q1 2020 and held it in 3 quarters. The position peaked at $803K in Q2 2020. 379 funds tracked by Wall St. Rank hold FRT as of Q4 2020.

Altshuler Shaham reported no remaining Federal Realty Investment Trust position as of Q4 2020 after selling out during the quarter.
Altshuler Shaham sold 7,507 Federal Realty Investment Trust shares in Q4 2020, an estimated $557K.
Altshuler Shaham first reported a position in Federal Realty Investment Trust in Q1 2020 and held it in 3 quarters.
Altshuler Shaham's Federal Realty Investment Trust position peaked at $803K in Q2 2020.
379 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2020.

Based on Altshuler Shaham's 13F filing for Q4 2020, filed 16 Feb 2021.