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Belpointe Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Belpointe Asset 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
2024
Q1 		– Sell
-3,450
Closed -$356K – 806
2023
Q4 		$356K Hold
3,450
– – 0.03% 470
2023
Q3 		$313K Hold
3,450
– – 0.03% 462
2023
Q2 		$334K Sell
3,450
-1,146
-25% -$108K 0.04% 412
2023
Q1 		$454K Buy
4,596
+804
+21% +$84.1K 0.02% 597
2022
Q4 		$383K Buy
+3,792
New +$384K 0.02% 645
2022
Q2 		– Sell
-1,089
Closed -$132K – 1182
2022
Q1 		$132K Buy
+1,089
New +$134K 0.01% 1088

Other funds holding FRT

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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's FRT Position: Q1 2024 in Review

Belpointe Asset Management sold out of Federal Realty Investment Trust (FRT) in Q1 2024, closing a stake of 3,450 shares — an estimated $356K sold.

Belpointe Asset Management first reported a position in FRT in Q1 2022 and held it in 6 quarters. The position peaked at $454K in Q1 2023. 449 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

  • Belpointe Asset Management reported no remaining Federal Realty Investment Trust position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 3,450 Federal Realty Investment Trust shares in Q1 2024, an estimated $356K.
  • Belpointe Asset Management first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 6 quarters.
  • Belpointe Asset Management's Federal Realty Investment Trust position peaked at $454K in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.