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Brendel Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Brendel Financial 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 		– Sell
-264
Closed -$31K – 146
2021
Q2 		$31K Buy
+264
New +$30K 0.02% 186
2018
Q4 		– Hold
0
– – – 16

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Brendel Financial Advisors's FRT Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2021, closing a stake of 264 shares — an estimated $31K sold.

Brendel Financial Advisors first reported a position in FRT in Q2 2021 and held it in 1 quarter. The position peaked at $31K in Q2 2021. 411 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 264 Federal Realty Investment Trust shares in Q3 2021, an estimated $31K.
  • Brendel Financial Advisors first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Federal Realty Investment Trust position peaked at $31K in Q2 2021.
  • 411 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.