BFEC
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Benjamin F. Edwards & Company’s Federal Realty Investment Trust FRT Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$520K Buy
5,153
+4,928
+2,190% +$497K 0.01% 678
2024
Q1 		$23K Sell
225
-125
-36% -$12.6K ﹤0.01% 1490
2023
Q4 		$36K Sell
350
-59
-14% -$5.57K ﹤0.01% 1333
2023
Q3 		$37K Sell
409
-710
-63% -$70K ﹤0.01% 1135
2023
Q2 		$108K Sell
1,119
-373
-25% -$35.1K ﹤0.01% 889
2023
Q1 		$147K Buy
1,492
+352
+31% +$36.8K 0.01% 796
2022
Q4 		$115K Buy
1,140
+568
+99% +$57.5K 0.01% 857
2022
Q3 		$52K Buy
572
+175
+44% +$17.8K ﹤0.01% 1042
2022
Q2 		$38K Buy
+397
New +$44.6K ﹤0.01% 1107
2020
Q3 		– Sell
-17
Closed -$1K – 1695
2020
Q2 		$1K Sell
17
-22
-56% -$1.78K ﹤0.01% 1624
2020
Q1 		$3K Sell
39
-134
-77% -$15.4K ﹤0.01% 1529
2019
Q4 		$22K Hold
173
– – ﹤0.01% 1204
2019
Q3 		$24K Sell
173
-18
-9% -$2.37K ﹤0.01% 1138
2019
Q2 		$25K Buy
191
+94
+97% +$12.5K ﹤0.01% 1127
2019
Q1 		$13K Hold
97
– – ﹤0.01% 1250
2018
Q4 		$11K Buy
+97
New +$12.2K ﹤0.01% 1259

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's FRT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Federal Realty Investment Trust (FRT) stake by 2,190% in Q2 2024, buying an estimated $497K and bringing the position to 5,153 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #678.

Benjamin F. Edwards & Company first reported a position in FRT in Q4 2018 and has held it in 16 quarters since. 452 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

  • Benjamin F. Edwards & Company held 5,153 shares of Federal Realty Investment Trust worth $520K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 4,928 Federal Realty Investment Trust shares in Q2 2024, an estimated $497K.
  • Federal Realty Investment Trust made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #678 holding.
  • Benjamin F. Edwards & Company first reported a position in Federal Realty Investment Trust in Q4 2018 and has held it in 16 quarters since.
  • 452 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.