Berman Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Berman Capital 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 Q3	$63K	Buy	538 +110	+26%	+$13K	0.01%	584
2021 Q2	$50K	Buy	428 +52	+14%	+$5.9K	0.01%	575
2021 Q1	$38K	Sell	376 -73	-16%	-$7.04K	0.01%	581
2020 Q4	$38K	Buy	449 +96	+27%	+$7.99K	0.01%	481
2020 Q3	$25K	Sell	353 -138	-28%	-$10.9K	0.01%	521
2020 Q2	$41K	Buy	491 +402	+452%	+$32.5K	0.01%	366
2020 Q1	$6K	Buy	89 +78	+709%	+$8.98K	﹤0.01%	832
2019 Q4	$1K	Buy	+11	New	+$1.46K	﹤0.01%	1322

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Berman Capital Advisors's FRT Position: Q3 2021 in Review

Berman Capital Advisors increased its Federal Realty Investment Trust (FRT) stake by 26% in Q3 2021, buying an estimated $13K and bringing the position to 538 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #584.

Berman Capital Advisors first reported a position in FRT in Q4 2019 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

Berman Capital Advisors held 538 shares of Federal Realty Investment Trust worth $63K as of Q3 2021.
Berman Capital Advisors bought 110 Federal Realty Investment Trust shares in Q3 2021, an estimated $13K.
Federal Realty Investment Trust made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #584 holding.
Berman Capital Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 8 quarters since.
412 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.