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Donoghue Forlines’s Federal Realty Investment Trust FRT Stock Holding History

Donoghue Forlines’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
2023
Q4 		– Sell
-4,124
Closed -$374K – 233
2023
Q3 		$374K Buy
+4,124
New +$406K 0.13% 178

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donoghue Forlines's FRT Position: Q4 2023 in Review

Donoghue Forlines sold out of Federal Realty Investment Trust (FRT) in Q4 2023, closing a stake of 4,124 shares — an estimated $374K sold.

Donoghue Forlines first reported a position in FRT in Q3 2023 and held it in 1 quarter. The position peaked at $374K in Q3 2023. 451 funds tracked by Wall St. Rank hold FRT as of Q4 2023.

  • Donoghue Forlines reported no remaining Federal Realty Investment Trust position as of Q4 2023 after selling out during the quarter.
  • Donoghue Forlines sold 4,124 Federal Realty Investment Trust shares in Q4 2023, an estimated $374K.
  • Donoghue Forlines first reported a position in Federal Realty Investment Trust in Q3 2023 and held it in 1 quarter.
  • Donoghue Forlines's Federal Realty Investment Trust position peaked at $374K in Q3 2023.
  • 451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2023.

Based on Donoghue Forlines's 13F filing for Q4 2023, filed 7 Feb 2024.