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Delos Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Delos Wealth 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
Q3 		– Sell
-3
Closed -$303 – 262
2024
Q2 		$303 Hold
3
– – ﹤0.01% 315
2024
Q1 		$307 Buy
+3
New +$303 ﹤0.01% 317

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Delos Wealth Advisors's FRT Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 3 shares — an estimated $303 sold.

Delos Wealth Advisors first reported a position in FRT in Q1 2024 and held it in 2 quarters. The position peaked at $307 in Q1 2024. 504 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 3 Federal Realty Investment Trust shares in Q3 2024, an estimated $303.
  • Delos Wealth Advisors first reported a position in Federal Realty Investment Trust in Q1 2024 and held it in 2 quarters.
  • Delos Wealth Advisors's Federal Realty Investment Trust position peaked at $307 in Q1 2024.
  • 504 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.