Horan Securities’s Federal Realty Investment Trust FRT Stock Holding History

Horan Securities’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	–	Sell	-12	Closed	-$1K	–	790
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	542
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	619
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	481
2021 Q4	$2K	Buy	+12	New	+$1.52K	﹤0.01%	452
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	441
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	391
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	381
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	330
2020 Q2	$1K	Buy	+12	New	+$969	﹤0.01%	298

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

Horan Securities's FRT Position: Q4 2022 in Review

Horan Securities sold out of Federal Realty Investment Trust (FRT) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Horan Securities first reported a position in FRT in Q2 2020 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 427 funds tracked by Wall St. Rank hold FRT as of Q4 2022.

Horan Securities reported no remaining Federal Realty Investment Trust position as of Q4 2022 after selling out during the quarter.
Horan Securities sold 12 Federal Realty Investment Trust shares in Q4 2022, an estimated $1K.
Horan Securities first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 9 quarters.
Horan Securities's Federal Realty Investment Trust position peaked at $2K in Q4 2021.
427 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2022.

Based on Horan Securities's 13F filing for Q4 2022, filed 17 Jan 2023.