Gemmer Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Gemmer 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
2021 Q3	–	Sell	-250	Closed	-$29K	–	1320
2021 Q2	$29K	Buy	+250	New	+$28.4K	﹤0.01%	421
2019 Q4	–	Sell	-12	Closed	-$2K	–	1372
2019 Q3	$2K	Buy	+12	New	+$1.58K	﹤0.01%	1244
2018 Q1	–	Sell	-21	Closed	-$3K	–	1468
2017 Q4	$3K	Hold	21	–	–	﹤0.01%	1118
2017 Q3	$3K	Hold	21	–	–	﹤0.01%	1116
2017 Q2	$3K	Hold	21	–	–	﹤0.01%	1095
2017 Q1	$3K	Sell	21 -13	-38%	-$1.8K	﹤0.01%	1085
2016 Q4	$5K	Sell	34 -12	-26%	-$1.7K	﹤0.01%	891
2016 Q3	$7K	Hold	46	–	–	﹤0.01%	751
2016 Q2	$8K	Hold	46	–	–	﹤0.01%	654
2016 Q1	$7K	Hold	46	–	–	﹤0.01%	681
2015 Q4	$7K	Buy	46 +25	+119%	+$3.61K	﹤0.01%	685
2015 Q3	$3K	Buy	+21	New	+$2.8K	﹤0.01%	970
2015 Q2	–	Sell	-13	Closed	-$2K	–	1329
2015 Q1	$2K	Buy	+13	New	+$1.87K	﹤0.01%	1168

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 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

Gemmer Asset Management's FRT Position: Q3 2021 in Review

Gemmer Asset Management sold out of Federal Realty Investment Trust (FRT) in Q3 2021, closing a stake of 250 shares — an estimated $29K sold.

Gemmer Asset Management first reported a position in FRT in Q1 2015 and held it in 13 quarters. The position peaked at $29K in Q2 2021. 412 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

Gemmer Asset Management reported no remaining Federal Realty Investment Trust position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 250 Federal Realty Investment Trust shares in Q3 2021, an estimated $29K.
Gemmer Asset Management first reported a position in Federal Realty Investment Trust in Q1 2015 and held it in 13 quarters.
Gemmer Asset Management's Federal Realty Investment Trust position peaked at $29K in Q2 2021.
412 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.