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Cetera Advisor Networks’s Federal Realty Investment Trust FRT Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.02M Buy
10,027
+688
+7% +$69.6K 0.01% 1453
2023
Q4 		$962K Buy
9,339
+467
+5% +$44.1K 0.01% 1401
2023
Q3 		$804K Buy
8,872
+300
+3% +$29.6K 0.01% 1427
2023
Q2 		$830K Buy
8,572
+361
+4% +$33.9K 0.01% 1378
2023
Q1 		$812K Sell
8,211
-110
-1% -$11.5K 0.01% 1371
2022
Q4 		$841K Buy
8,321
+2,230
+37% +$226K 0.01% 1274
2022
Q3 		$549K Buy
6,091
+833
+16% +$84.6K 0.01% 1225
2022
Q2 		$503K Buy
5,258
+568
+12% +$63.8K 0.01% 1268
2022
Q1 		$573K Buy
+4,690
New +$578K 0.01% 1218
2021
Q4 		– Sell
-4,090
Closed -$483K – 2065
2021
Q3 		$483K Sell
4,090
-1,295
-24% -$153K 0.01% 1248
2021
Q2 		$631K Buy
+5,385
New +$611K 0.01% 1057
2020
Q3 		– Sell
-2,659
Closed -$227K – 1865
2020
Q2 		$227K Buy
+2,659
New +$215K 0.01% 1048
2020
Q1 		– Sell
-1,732
Closed -$225K – 1161
2019
Q4 		$225K Buy
1,732
+46
+3% +$6.11K 0.01% 1102
2019
Q3 		$229K Hold
1,686
– – 0.01% 1042
2019
Q2 		$218K Buy
1,686
+55
+3% +$7.3K 0.01% 1052
2019
Q1 		$225K Buy
+1,631
New +$214K 0.01% 1000
2018
Q4 		– Sell
-1,600
Closed -$202K – 1067
2018
Q3 		$202K Buy
+1,600
New +$203K 0.01% 1049
2015
Q3 		– Sell
-2,680
Closed -$393K – 833
2015
Q2 		$393K Hold
2,680
– – 0.03% 532
2015
Q1 		$393K Sell
2,680
-5,066
-65% -$727K 0.03% 536
2014
Q4 		$1.03M Hold
7,746
– – 0.07% 269
2014
Q3 		$923K Sell
7,746
-100
-1% -$12.3K 0.06% 300
2014
Q2 		$945K Buy
7,846
+800
+11% +$94.5K 0.06% 317
2014
Q1 		$804K Buy
7,046
+2,400
+52% +$262K 0.06% 320
2013
Q4 		$468K Buy
4,646
+2,171
+88% +$226K 0.04% 422
2013
Q3 		$250K Buy
+2,475
New +$253K 0.02% 543

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Cetera Advisor Networks's FRT Position: Q1 2024 in Review

Cetera Advisor Networks increased its Federal Realty Investment Trust (FRT) stake by 7.4% in Q1 2024, buying an estimated $69.6K and bringing the position to 10,027 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1453.

Cetera Advisor Networks first reported a position in FRT in Q3 2013 and has held it in 25 quarters since. The position peaked at $1.03M in Q4 2014. 450 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

  • Cetera Advisor Networks held 10,027 shares of Federal Realty Investment Trust worth $1.02M as of Q1 2024.
  • Cetera Advisor Networks bought 688 Federal Realty Investment Trust shares in Q1 2024, an estimated $69.6K.
  • Federal Realty Investment Trust made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1453 holding.
  • Cetera Advisor Networks first reported a position in Federal Realty Investment Trust in Q3 2013 and has held it in 25 quarters since.
  • Cetera Advisor Networks's Federal Realty Investment Trust position peaked at $1.03M in Q4 2014.
  • 450 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.