BWM
FRT icon

Baystate Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Baystate Wealth 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
Q3 		– Sell
-20
Closed -$1.94K – 1055
2023
Q2 		$1.94K Buy
+20
New +$1.88K ﹤0.01% 849

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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

Baystate Wealth Management's FRT Position: Q3 2023 in Review

Baystate Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2023, closing a stake of 20 shares — an estimated $1.94K sold.

Baystate Wealth Management first reported a position in FRT in Q2 2023 and held it in 1 quarter. The position peaked at $1.94K in Q2 2023. 414 funds tracked by Wall St. Rank hold FRT as of Q3 2023.

  • Baystate Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 20 Federal Realty Investment Trust shares in Q3 2023, an estimated $1.94K.
  • Baystate Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2023 and held it in 1 quarter.
  • Baystate Wealth Management's Federal Realty Investment Trust position peaked at $1.94K in Q2 2023.
  • 414 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.