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Castle Financial & Retirement Planning Associates’s Federal Realty Investment Trust FRT Stock Holding History

Castle Financial & Retirement Planning 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 		$4K Buy
+33
New +$4.19K 0.01% 140

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Norges Bank
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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

Castle Financial & Retirement Planning Associates's FRT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Federal Realty Investment Trust (FRT) in Q4 2021: 33 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

342 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 33 shares of Federal Realty Investment Trust worth $4K as of Q4 2021.
  • Federal Realty Investment Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Federal Realty Investment Trust made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #140 holding.
  • 342 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.