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Heritage Wealth Management (Arizona)’s Federal Realty Investment Trust FRT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$5.05K Buy
50
+25
+100% +$2.53K ﹤0.01% 882
2022
Q3 		$2K Buy
+25
New +$2.54K ﹤0.01% 874

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FRT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Federal Realty Investment Trust (FRT) stake by 100% in Q4 2022, buying an estimated $2.53K and bringing the position to 50 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Heritage Wealth Management (Arizona) first reported a position in FRT in Q3 2022 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold FRT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 50 shares of Federal Realty Investment Trust worth $5.05K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 25 Federal Realty Investment Trust shares in Q4 2022, an estimated $2.53K.
  • Federal Realty Investment Trust made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #882 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Federal Realty Investment Trust in Q3 2022 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.