Fortis Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Fortis 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
2023 Q2	–	Sell	-150	Closed	-$14.8K	–	149
2023 Q1	$14.8K	Hold	150	–	–	0.01%	199
2022 Q4	$15.2K	Hold	150	–	–	0.01%	193
2022 Q3	$14K	Hold	150	–	–	0.01%	192
2022 Q2	$14K	Hold	150	–	–	0.01%	211
2022 Q1	$18K	Hold	150	–	–	0.01%	222
2021 Q4	$20K	Hold	150	–	–	0.01%	199
2021 Q3	$18K	Hold	150	–	–	0.01%	208
2021 Q2	$18K	Buy	+150	New	+$17K	0.01%	211

Other funds holding FRT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's FRT Position: Q2 2023 in Review

Fortis Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 150 shares — an estimated $14.8K sold.

Fortis Advisors first reported a position in FRT in Q2 2021 and held it in 8 quarters. The position peaked at $20K in Q4 2021. 415 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

Fortis Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 150 Federal Realty Investment Trust shares in Q2 2023, an estimated $14.8K.
Fortis Advisors first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 8 quarters.
Fortis Advisors's Federal Realty Investment Trust position peaked at $20K in Q4 2021.
415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.