Capital Research Global Investors
FRT icon

Capital Research Global Investors’s Federal Realty Investment Trust FRT Stock Holding History

Capital Research Global Investors’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
Q3 		– Sell
-2,413,197
Closed -$244M – 428
2024
Q2 		$244M Buy
2,413,197
+618
+0% +$62.4K 0.05% 199
2024
Q1 		$246M Buy
2,412,579
+1,226
+0.1% +$124K 0.06% 209
2023
Q4 		$248M Sell
2,411,353
-3,548,951
-60% -$335M 0.06% 210
2023
Q3 		$540M Buy
5,960,304
+2,025
+0% +$200K 0.15% 135
2023
Q2 		$577M Buy
5,958,279
+293
+0% +$27.5K 0.15% 131
2023
Q1 		$589M Buy
5,957,986
+1,566
+0% +$164K 0.17% 124
2022
Q4 		$602M Buy
5,956,420
+101,985
+2% +$10.3M 0.18% 119
2022
Q3 		$528M Buy
5,854,435
+1,711,321
+41% +$174M 0.17% 124
2022
Q2 		$397M Buy
4,143,114
+100,328
+2% +$11.3M 0.12% 151
2022
Q1 		$494M Buy
4,042,786
+2,928
+0.1% +$361K 0.12% 153
2021
Q4 		$551M Buy
4,039,858
+1,195
+0% +$152K 0.12% 156
2021
Q3 		$477M Buy
4,038,663
+1,406
+0% +$167K 0.11% 171
2021
Q2 		$473M Sell
4,037,257
-196,724
-5% -$22.3M 0.11% 169
2021
Q1 		$430M Sell
4,233,981
-12,239
-0.3% -$1.18M 0.11% 173
2020
Q4 		$361M Buy
4,246,220
+401,634
+10% +$33.4M 0.09% 180
2020
Q3 		$282M Buy
3,844,586
+1,013,174
+36% +$79.9M 0.08% 180
2020
Q2 		$241M Buy
+2,831,412
New +$229M 0.08% 190

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Capital Research Global Investors's FRT Position: Q3 2024 in Review

Capital Research Global Investors sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 2,413,197 shares — an estimated $244M sold.

Capital Research Global Investors first reported a position in FRT in Q2 2020 and held it in 17 quarters. The position peaked at $602M in Q4 2022. 505 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

  • Capital Research Global Investors reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Capital Research Global Investors sold 2,413,197 Federal Realty Investment Trust shares in Q3 2024, an estimated $244M.
  • Capital Research Global Investors first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 17 quarters.
  • Capital Research Global Investors's Federal Realty Investment Trust position peaked at $602M in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Capital Research Global Investors's 13F filing for Q3 2024, filed 13 Nov 2024.