Hamel Associates’s Federal Realty Investment Trust FRT Stock Holding History

Hamel Associates’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	-22,895	Closed	-$2.26M	–	76
2023 Q1	$2.26M	Sell	22,895 -1,400	-6%	-$146K	0.78%	43
2022 Q4	$2.45M	Buy	24,295 +3,915	+19%	+$396K	0.85%	40
2022 Q3	$1.84M	Buy	+20,380	New	+$2.07M	0.73%	46

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

Hamel Associates's FRT Position: Q2 2023 in Review

Hamel Associates sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 22,895 shares — an estimated $2.26M sold.

Hamel Associates first reported a position in FRT in Q3 2022 and held it in 3 quarters. The position peaked at $2.45M in Q4 2022. 416 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

Hamel Associates reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
Hamel Associates sold 22,895 Federal Realty Investment Trust shares in Q2 2023, an estimated $2.26M.
Hamel Associates first reported a position in Federal Realty Investment Trust in Q3 2022 and held it in 3 quarters.
Hamel Associates's Federal Realty Investment Trust position peaked at $2.45M in Q4 2022.
416 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Hamel Associates's 13F filing for Q2 2023, filed 8 Aug 2023.