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

Aperio 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
2020
Q4 		$4.46M Buy
52,428
+14,407
+38% +$1.2M 0.01% 873
2020
Q3 		$2.79M Sell
38,021
-13,496
-26% -$1.06M 0.01% 966
2020
Q2 		$4.39M Buy
51,517
+20,457
+66% +$1.65M 0.02% 773
2020
Q1 		$2.32M Buy
31,060
+8,796
+40% +$1.01M 0.01% 963
2019
Q4 		$2.87M Buy
22,264
+59
+0.3% +$7.84K 0.01% 936
2019
Q3 		$3.02M Sell
22,205
-600
-3% -$79.1K 0.01% 886
2019
Q2 		$2.94M Sell
22,805
-1,313
-5% -$174K 0.01% 905
2019
Q1 		$3.33M Sell
24,118
-529
-2% -$69.3K 0.01% 837
2018
Q4 		$2.91M Buy
24,647
+500
+2% +$62.8K 0.01% 833
2018
Q3 		$3.05M Sell
24,147
-123
-0.5% -$15.6K 0.01% 852
2018
Q2 		$3.07M Buy
24,270
+223
+0.9% +$26.3K 0.01% 830
2018
Q1 		$2.79M Buy
24,047
+1,245
+5% +$147K 0.01% 853
2017
Q4 		$3.03M Buy
22,802
+698
+3% +$90.1K 0.02% 834
2017
Q3 		$2.75M Sell
22,104
-865
-4% -$111K 0.02% 816
2017
Q2 		$2.9M Sell
22,969
-1,897
-8% -$245K 0.02% 768
2017
Q1 		$3.32M Sell
24,866
-4,245
-15% -$587K 0.02% 694
2016
Q4 		$4.14M Sell
29,111
-7,144
-20% -$1.01M 0.03% 572
2016
Q3 		$5.58M Buy
36,255
+336
+0.9% +$54.3K 0.04% 501
2016
Q2 		$5.95M Sell
35,919
-74
-0.2% -$11.5K 0.05% 457
2016
Q1 		$5.62M Buy
35,993
+101
+0.3% +$15.1K 0.05% 438
2015
Q4 		$5.24M Buy
35,892
+673
+2% +$97.3K 0.05% 443
2015
Q3 		$4.81M Sell
35,219
-49
-0.1% -$6.54K 0.05% 434
2015
Q2 		$4.52M Sell
35,268
-76
-0.2% -$10.3K 0.05% 445
2015
Q1 		$5.2M Sell
35,344
-237
-0.7% -$34K 0.06% 396
2014
Q4 		$4.75M Buy
35,581
+310
+0.9% +$40.3K 0.06% 392
2014
Q3 		$4.18M Buy
35,271
+1,394
+4% +$171K 0.06% 398
2014
Q2 		$4.1M Buy
33,877
+1,810
+6% +$214K 0.06% 383
2014
Q1 		$3.68M Buy
+32,067
New +$3.5M 0.05% 473
2013
Q4 		– Sell
-18,654
Closed -$1.94M – 532
2013
Q3 		$1.89M Buy
18,654
+6,451
+53% +$661K 0.04% 611
2013
Q2 		$1.26M Buy
+12,203
New +$1.35M 0.03% 669

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Aperio Group's FRT Position: Q4 2020 in Review

Aperio Group increased its Federal Realty Investment Trust (FRT) stake by 38% in Q4 2020, buying an estimated $1.2M and bringing the position to 52,428 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #873.

Aperio Group first reported a position in FRT in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.95M in Q2 2016. 380 funds tracked by Wall St. Rank hold FRT as of Q4 2020.

  • Aperio Group held 52,428 shares of Federal Realty Investment Trust worth $4.46M as of Q4 2020.
  • Aperio Group bought 14,407 Federal Realty Investment Trust shares in Q4 2020, an estimated $1.2M.
  • Federal Realty Investment Trust made up 0.01% of Aperio Group's portfolio in Q4 2020, its #873 holding.
  • Aperio Group first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Federal Realty Investment Trust position peaked at $5.95M in Q2 2016.
  • 380 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.