Blue Zone Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Blue Zone Wealth 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 Q4	–	Sell	-27,726	Closed	-$3.27M	–	103
2021 Q3	$3.27M	Sell	27,726 -47	-0.2%	-$5.57K	1.13%	28
2021 Q2	$3.25M	Sell	27,773 -40	-0.1%	-$4.54K	1.22%	26
2021 Q1	$2.82M	Buy	27,813 +982	+4%	+$94.7K	1.2%	27
2020 Q4	$2.28M	Buy	26,831 +517	+2%	+$43K	1.1%	31
2020 Q3	$1.93M	Buy	26,314 +492	+2%	+$38.8K	1.09%	24
2020 Q2	$2.2M	Buy	+25,822	New	+$2.08M	1.23%	21

Other funds holding FRT

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Zone Wealth Advisors's FRT Position: Q4 2021 in Review

Blue Zone Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2021, closing a stake of 27,726 shares — an estimated $3.27M sold.

Blue Zone Wealth Advisors first reported a position in FRT in Q2 2020 and held it in 6 quarters. The position peaked at $3.27M in Q3 2021. 341 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

Blue Zone Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2021 after selling out during the quarter.
Blue Zone Wealth Advisors sold 27,726 Federal Realty Investment Trust shares in Q4 2021, an estimated $3.27M.
Blue Zone Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 6 quarters.
Blue Zone Wealth Advisors's Federal Realty Investment Trust position peaked at $3.27M in Q3 2021.
341 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.