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Intrua Financial’s Federal Realty Investment Trust FRT Stock Holding History

Intrua Financial’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
2024
Q2 		– Sell
-1,999
Closed -$204K – 410
2024
Q1 		$204K Sell
1,999
-1,148
-36% -$116K 0.03% 401
2023
Q4 		$324K Buy
3,147
+229
+8% +$21.6K 0.05% 304
2023
Q3 		$264K Sell
2,918
-349
-11% -$34.4K 0.04% 288
2023
Q2 		$316K Buy
3,267
+706
+28% +$66.4K 0.05% 270
2023
Q1 		$234K Sell
2,561
-99
-4% -$10.4K 0.05% 294
2022
Q4 		$283K Buy
+2,660
New +$269K 0.07% 261
2022
Q3 		– Sell
-2,410
Closed -$231K – 321
2022
Q2 		$231K Buy
+2,410
New +$271K 0.05% 324

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intrua Financial's FRT Position: Q2 2024 in Review

Intrua Financial sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 1,999 shares — an estimated $204K sold.

Intrua Financial first reported a position in FRT in Q2 2022 and held it in 7 quarters. The position peaked at $324K in Q4 2023. 451 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

  • Intrua Financial reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
  • Intrua Financial sold 1,999 Federal Realty Investment Trust shares in Q2 2024, an estimated $204K.
  • Intrua Financial first reported a position in Federal Realty Investment Trust in Q2 2022 and held it in 7 quarters.
  • Intrua Financial's Federal Realty Investment Trust position peaked at $324K in Q4 2023.
  • 451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.