CFA
FRT icon

Carroll Financial Associates’s Federal Realty Investment Trust FRT Stock Holding History

Carroll Financial Associates’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 		$1K Hold
12
– – ﹤0.01% 1549
2021
Q3 		$1K Hold
12
– – ﹤0.01% 1640
2021
Q2 		$1K Buy
+12
New +$1.36K ﹤0.01% 1627

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carroll Financial Associates's FRT Position: Q4 2021 in Review

Carroll Financial Associates held its Federal Realty Investment Trust (FRT) position steady in Q4 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Carroll Financial Associates first reported a position in FRT in Q2 2021 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

  • Carroll Financial Associates held 12 shares of Federal Realty Investment Trust worth $1K as of Q4 2021.
  • Carroll Financial Associates left its Federal Realty Investment Trust share count unchanged in Q4 2021.
  • Federal Realty Investment Trust made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1549 holding.
  • Carroll Financial Associates first reported a position in Federal Realty Investment Trust in Q2 2021 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.