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Institutional & Family Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Institutional & Family 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
2023
Q2 		– Sell
-22
Closed -$2.17K – 769
2023
Q1 		$2.17K Buy
+22
New +$2.3K ﹤0.01% 561
2019
Q4 		– Sell
-80
Closed -$11K – 867
2019
Q3 		$11K Buy
+80
New +$10.5K ﹤0.01% 463

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

Institutional & Family Asset Management's FRT Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 22 shares — an estimated $2.17K sold.

Institutional & Family Asset Management first reported a position in FRT in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 415 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 22 Federal Realty Investment Trust shares in Q2 2023, an estimated $2.17K.
  • Institutional & Family Asset Management first reported a position in Federal Realty Investment Trust in Q3 2019 and held it in 2 quarters.
  • Institutional & Family Asset Management's Federal Realty Investment Trust position peaked at $11K in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.