EI
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Elkhorn Investments’s Federal Realty Investment Trust FRT Stock Holding History

Elkhorn Investments’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
2017
Q3 		– Sell
-9,017
Closed -$1.21M – 107
2017
Q2 		$1.21M Buy
9,017
+928
+11% +$120K 0.94% 62
2017
Q1 		$1.08M Buy
+8,089
New +$1.12M 0.89% 90

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elkhorn Investments's FRT Position: Q3 2017 in Review

Elkhorn Investments sold out of Federal Realty Investment Trust (FRT) in Q3 2017, closing a stake of 9,017 shares — an estimated $1.21M sold.

Elkhorn Investments first reported a position in FRT in Q1 2017 and held it in 2 quarters. The position peaked at $1.21M in Q2 2017. 368 funds tracked by Wall St. Rank hold FRT as of Q3 2017.

  • Elkhorn Investments reported no remaining Federal Realty Investment Trust position as of Q3 2017 after selling out during the quarter.
  • Elkhorn Investments sold 9,017 Federal Realty Investment Trust shares in Q3 2017, an estimated $1.21M.
  • Elkhorn Investments first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 2 quarters.
  • Elkhorn Investments's Federal Realty Investment Trust position peaked at $1.21M in Q2 2017.
  • 368 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2017.

Based on Elkhorn Investments's 13F filing for Q3 2017, filed 13 Nov 2017.