Baird’s Federal Realty Investment Trust FRT Stock Holding History

Baird’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
2015 Q1	$1.4M	Sell	9,489 -495	-5%	-$71K	0.01%	655
2014 Q4	$1.33M	Buy	9,984 +1,456	+17%	+$189K	0.01%	655
2014 Q3	$1.01M	Buy	8,528 +1,111	+15%	+$136K	0.01%	657
2014 Q2	$897K	Sell	7,417 -971	-12%	-$115K	0.01%	704
2014 Q1	$962K	Sell	8,388 -19	-0.2%	-$2.08K	0.01%	645
2013 Q4	$853K	Sell	8,407 -147	-2%	-$15.3K	0.01%	664
2013 Q3	$868K	Sell	8,554 -1,102	-11%	-$113K	0.02%	626
2013 Q2	$1M	Buy	+9,656	New	+$1.07M	0.02%	572

Other funds holding FRT

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Baird's FRT Position: Q1 2015 in Review

Baird reduced its Federal Realty Investment Trust (FRT) stake by 5% in Q1 2015, selling an estimated $71K and leaving 9,489 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #655.

Baird first reported a position in FRT in Q2 2013 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold FRT as of Q1 2015.

Baird held 9,489 shares of Federal Realty Investment Trust worth $1.4M as of Q1 2015.
Baird sold 495 Federal Realty Investment Trust shares in Q1 2015, an estimated $71K.
Federal Realty Investment Trust made up 0.01% of Baird's portfolio in Q1 2015, its #655 holding.
Baird first reported a position in Federal Realty Investment Trust in Q2 2013 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.