IWM
FRT icon

IHT Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-1,331
Closed -$154K – 767
2018
Q1 		$154K Buy
1,331
+10
+0.8% +$1.18K 0.04% 400
2017
Q4 		$172K Buy
1,321
+1,200
+992% +$155K 0.05% 381
2017
Q3 		$15K Hold
121
– – 0.01% 847
2017
Q2 		$347K Sell
121
-495
-80% -$63.8K 0.17% 149
2017
Q1 		$82K Sell
616
-46
-7% -$6.36K 0.05% 314
2016
Q4 		$95K Buy
+662
New +$94K 0.07% 278

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

IHT Wealth Management's FRT Position: Q2 2018 in Review

IHT Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2018, closing a stake of 1,331 shares — an estimated $154K sold.

IHT Wealth Management first reported a position in FRT in Q4 2016 and held it in 6 quarters. The position peaked at $347K in Q2 2017. 408 funds tracked by Wall St. Rank hold FRT as of Q2 2018.

  • IHT Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,331 Federal Realty Investment Trust shares in Q2 2018, an estimated $154K.
  • IHT Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Federal Realty Investment Trust position peaked at $347K in Q2 2017.
  • 408 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.