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First Bankers Trust’s Federal Realty Investment Trust FRT Stock Holding History

First Bankers Trust’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
-2,375
Closed -$215K – 118
2023
Q3 		$215K Hold
2,375
– – 0.11% 114
2023
Q2 		$230K Hold
2,375
– – 0.11% 115
2023
Q1 		$235K Buy
+2,375
New +$248K 0.12% 110

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Bankers Trust's FRT Position: Q4 2023 in Review

First Bankers Trust sold out of Federal Realty Investment Trust (FRT) in Q4 2023, closing a stake of 2,375 shares — an estimated $215K sold.

First Bankers Trust first reported a position in FRT in Q1 2023 and held it in 3 quarters. The position peaked at $235K in Q1 2023. 452 funds tracked by Wall St. Rank hold FRT as of Q4 2023.

  • First Bankers Trust reported no remaining Federal Realty Investment Trust position as of Q4 2023 after selling out during the quarter.
  • First Bankers Trust sold 2,375 Federal Realty Investment Trust shares in Q4 2023, an estimated $215K.
  • First Bankers Trust first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 3 quarters.
  • First Bankers Trust's Federal Realty Investment Trust position peaked at $235K in Q1 2023.
  • 452 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2023.

Based on First Bankers Trust's 13F filing for Q4 2023, filed 12 Jan 2024.