E. Ohman J:or Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

E. Ohman J:or Asset Management’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
2020 Q4	–	Sell	-2,400	Closed	-$176K	–	435
2020 Q3	$176K	Hold	2,400	–	–	0.01%	408
2020 Q2	$205K	Hold	2,400	–	–	0.01%	395
2020 Q1	$179K	Sell	2,400 -1,300	-35%	-$150K	0.01%	370
2019 Q4	$476K	Buy	3,700 +900	+32%	+$120K	0.03%	310
2019 Q3	$381K	Hold	2,800	–	–	0.02%	280
2019 Q2	$361K	Buy	2,800 +500	+22%	+$66.3K	0.02%	284
2019 Q1	$317K	Hold	2,300	–	–	0.02%	304
2018 Q4	$271K	Hold	2,300	–	–	0.02%	320
2018 Q3	$291K	Hold	2,300	–	–	0.02%	331
2018 Q2	$291K	Buy	2,300 +600	+35%	+$70.8K	0.02%	321
2018 Q1	$197K	Hold	1,700	–	–	0.02%	471
2017 Q4	$226K	Hold	1,700	–	–	0.02%	457
2017 Q3	$211K	Buy	1,700 +100	+6%	+$12.9K	0.02%	447
2017 Q2	$202K	Hold	1,600	–	–	0.02%	442
2017 Q1	$214K	Hold	1,600	–	–	0.03%	413
2016 Q4	$227K	Hold	1,600	–	–	0.03%	369
2016 Q3	$246K	Hold	1,600	–	–	0.04%	330
2016 Q2	$265K	Hold	1,600	–	–	0.04%	289
2016 Q1	$250K	Hold	1,600	–	–	0.05%	286
2015 Q4	$234K	Hold	1,600	–	–	0.04%	312
2015 Q3	$218K	Hold	1,600	–	–	0.06%	306
2015 Q2	$205K	Hold	1,600	–	–	0.05%	346
2015 Q1	$236K	Hold	1,600	–	–	0.05%	332
2014 Q4	$218K	Hold	1,600	–	–	0.05%	351
2014 Q3	$190K	Hold	1,600	–	–	0.05%	369
2014 Q2	$193K	Hold	1,600	–	–	0.05%	374
2014 Q1	$184K	Hold	1,600	–	–	0.05%	387
2013 Q4	$162K	Hold	1,600	–	–	0.04%	419
2013 Q3	$162K	Hold	1,600	–	–	0.04%	406
2013 Q2	$166K	Buy	+1,600	New	+$177K	0.05%	383

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

E. Ohman J:or Asset Management's FRT Position: Q4 2020 in Review

E. Ohman J:or Asset Management sold out of Federal Realty Investment Trust (FRT) in Q4 2020, closing a stake of 2,400 shares — an estimated $176K sold.

E. Ohman J:or Asset Management first reported a position in FRT in Q2 2013 and held it in 30 quarters. The position peaked at $476K in Q4 2019. 380 funds tracked by Wall St. Rank hold FRT as of Q4 2020.

E. Ohman J:or Asset Management reported no remaining Federal Realty Investment Trust position as of Q4 2020 after selling out during the quarter.
E. Ohman J:or Asset Management sold 2,400 Federal Realty Investment Trust shares in Q4 2020, an estimated $176K.
E. Ohman J:or Asset Management first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 30 quarters.
E. Ohman J:or Asset Management's Federal Realty Investment Trust position peaked at $476K in Q4 2019.
380 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2020, filed 5 Apr 2024.