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

BerganKDV 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 Q2	$10.6K	Buy	110 +1	+0.9%	+$94	﹤0.01%	548
2023 Q1	$10.7K	Buy	109 +1	+0.9%	+$105	﹤0.01%	592
2022 Q4	$10.9K	Buy	108 +2	+2%	+$203	﹤0.01%	564
2022 Q3	$10K	Buy	106 +11	+12%	+$1.12K	﹤0.01%	569
2022 Q2	$9K	Hold	95	–	–	﹤0.01%	604
2022 Q1	$12K	Buy	+95	New	+$11.7K	﹤0.01%	588
2021 Q4	–	Sell	-94	Closed	-$11K	–	1078
2021 Q3	$11K	Buy	94 +1	+1%	+$119	﹤0.01%	622
2021 Q2	$11K	Buy	93 +1	+1%	+$114	﹤0.01%	590
2021 Q1	$9K	Buy	92 +1	+1%	+$96	﹤0.01%	590
2020 Q4	$8K	Buy	91 +26	+40%	+$2.16K	﹤0.01%	596
2020 Q3	$5K	Buy	65 +45	+225%	+$3.55K	﹤0.01%	577
2020 Q2	$2K	Buy	+20	New	+$1.61K	﹤0.01%	747

Other funds holding FRT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's FRT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 0.92% in Q2 2023, buying an estimated $94 and bringing the position to 110 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

BerganKDV Wealth Management first reported a position in FRT in Q2 2020 and has held it in 12 quarters since. The position peaked at $12K in Q1 2022. 415 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

BerganKDV Wealth Management held 110 shares of Federal Realty Investment Trust worth $10.6K as of Q2 2023.
BerganKDV Wealth Management bought 1 Federal Realty Investment Trust share in Q2 2023, an estimated $94.
Federal Realty Investment Trust made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #548 holding.
BerganKDV Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 12 quarters since.
BerganKDV Wealth Management's Federal Realty Investment Trust position peaked at $12K in Q1 2022.
415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.