BBA
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BLB&B Advisors’s Federal Realty Investment Trust FRT Stock Holding History

BLB&B 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
2024
Q4 		– Sell
-3,000
Closed -$345K – 276
2024
Q3 		$345K Hold
3,000
– – 0.02% 215
2024
Q2 		$303K Hold
3,000
– – 0.02% 226
2024
Q1 		$306K Sell
3,000
-937
-24% -$94.8K 0.02% 225
2023
Q4 		$406K Sell
3,937
-515
-12% -$48.6K 0.03% 182
2023
Q3 		$403K Hold
4,452
– – 0.03% 169
2023
Q2 		$431K Sell
4,452
-33
-0.7% -$3.1K 0.03% 165
2023
Q1 		$443K Buy
4,485
+33
+0.7% +$3.45K 0.03% 156
2022
Q4 		$450K Hold
4,452
– – 0.03% 159
2022
Q3 		$401K Hold
4,452
– – 0.03% 164
2022
Q2 		$426K Buy
+4,452
New +$500K 0.03% 165

Other funds holding FRT

Vanguard Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return