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Bel Air Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$240K Sell
2,048
-434
-17% -$49.3K 0.01% 346
2021
Q1 		$252K Buy
+2,482
New +$239K 0.01% 356

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bel Air Investment Advisors's FRT Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Federal Realty Investment Trust (FRT) stake by 17% in Q2 2021, selling an estimated $49.3K and leaving 2,048 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #346.

Bel Air Investment Advisors first reported a position in FRT in Q1 2021 and has held it in 2 quarters since. The position peaked at $252K in Q1 2021. 398 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • Bel Air Investment Advisors held 2,048 shares of Federal Realty Investment Trust worth $240K as of Q2 2021.
  • Bel Air Investment Advisors sold 434 Federal Realty Investment Trust shares in Q2 2021, an estimated $49.3K.
  • Federal Realty Investment Trust made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #346 holding.
  • Bel Air Investment Advisors first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Federal Realty Investment Trust position peaked at $252K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.