AXS Investments’s Federal Realty Investment Trust FRT Stock Holding History

AXS Investments’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
2024 Q2	–	Sell	-7,406	Closed	-$756K	–	255
2024 Q1	$756K	Buy	+7,406	New	+$749K	0.18%	188
2023 Q2	–	Sell	-20,900	Closed	-$2.07M	–	446
2023 Q1	$2.07M	Sell	20,900 -2,000	-9%	-$209K	0.68%	32
2022 Q4	$2.31M	Buy	22,900 +13,900	+154%	+$1.41M	0.83%	22
2022 Q3	$811K	Buy	+9,000	New	+$914K	0.32%	128

Other funds holding FRT

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AXS Investments's FRT Position: Q2 2024 in Review

AXS Investments sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 7,406 shares — an estimated $756K sold.

AXS Investments first reported a position in FRT in Q3 2022 and held it in 4 quarters. The position peaked at $2.31M in Q4 2022. 451 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

AXS Investments reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 7,406 Federal Realty Investment Trust shares in Q2 2024, an estimated $756K.
AXS Investments first reported a position in Federal Realty Investment Trust in Q3 2022 and held it in 4 quarters.
AXS Investments's Federal Realty Investment Trust position peaked at $2.31M in Q4 2022.
451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.