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Cetera Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Cetera Advisors’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 		$478K Buy
4,681
+1,713
+58% +$173K ﹤0.01% 1636
2023
Q4 		$306K Buy
2,968
+266
+10% +$25.1K ﹤0.01% 1412
2023
Q3 		$245K Buy
2,702
+145
+6% +$14.3K ﹤0.01% 1434
2023
Q2 		$247K Buy
2,557
+331
+15% +$31.1K ﹤0.01% 1401
2023
Q1 		$220K Buy
2,226
+29
+1% +$3.03K ﹤0.01% 1449
2022
Q4 		$222K Buy
+2,197
New +$222K ﹤0.01% 1393

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's FRT Position: Q1 2024 in Review

Cetera Advisors increased its Federal Realty Investment Trust (FRT) stake by 58% in Q1 2024, buying an estimated $173K and bringing the position to 4,681 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Cetera Advisors first reported a position in FRT in Q4 2022 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

  • Cetera Advisors held 4,681 shares of Federal Realty Investment Trust worth $478K as of Q1 2024.
  • Cetera Advisors bought 1,713 Federal Realty Investment Trust shares in Q1 2024, an estimated $173K.
  • Federal Realty Investment Trust made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1636 holding.
  • Cetera Advisors first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

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