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Azimuth Capital Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Azimuth Capital Investment 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
2023
Q2 		– Sell
-11,655
Closed -$1.15M – 312
2023
Q1 		$1.15M Buy
11,655
+640
+6% +$66.9K 0.06% 212
2022
Q4 		$1.11M Sell
11,015
-790
-7% -$80K 0.06% 213
2022
Q3 		$1.06M Buy
11,805
+1,110
+10% +$113K 0.06% 210
2022
Q2 		$1.02M Buy
+10,695
New +$1.2M 0.05% 217

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Azimuth Capital Investment Management's FRT Position: Q2 2023 in Review

Azimuth Capital Investment Management sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 11,655 shares — an estimated $1.15M sold.

Azimuth Capital Investment Management first reported a position in FRT in Q2 2022 and held it in 4 quarters. The position peaked at $1.15M in Q1 2023. 416 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

  • Azimuth Capital Investment Management reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 11,655 Federal Realty Investment Trust shares in Q2 2023, an estimated $1.15M.
  • Azimuth Capital Investment Management first reported a position in Federal Realty Investment Trust in Q2 2022 and held it in 4 quarters.
  • Azimuth Capital Investment Management's Federal Realty Investment Trust position peaked at $1.15M in Q1 2023.
  • 416 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.