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Castleview Partners’s Federal Realty Investment Trust FRT Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-546,686
Closed -$4.01K – 825
2021
Q4 		$4.01K Buy
+546,686
New +$69.3M 0.03% 190
2021
Q2 		$312K Buy
+2,661
New +$302K 0.14% 156

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Castleview Partners's FRT Position: Q1 2022 in Review

Castleview Partners sold out of Federal Realty Investment Trust (FRT) in Q1 2022, closing a stake of 546,686 shares — an estimated $4.01K sold.

Castleview Partners first reported a position in FRT in Q2 2021 and held it in 2 quarters. The position peaked at $312K in Q2 2021. 397 funds tracked by Wall St. Rank hold FRT as of Q1 2022.

  • Castleview Partners reported no remaining Federal Realty Investment Trust position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 546,686 Federal Realty Investment Trust shares in Q1 2022, an estimated $4.01K.
  • Castleview Partners first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's Federal Realty Investment Trust position peaked at $312K in Q2 2021.
  • 397 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.