Jacobs Levy Equity Management
FRT icon

Jacobs Levy Equity Management’s Federal Realty Investment Trust FRT Stock Holding History

Jacobs Levy Equity 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
2020
Q3 		– Sell
-14,589
Closed -$1.24M – 1056
2020
Q2 		$1.24M Sell
14,589
-880
-6% -$71.1K 0.01% 629
2020
Q1 		$1.15M Buy
15,469
+22
+0.1% +$2.53K 0.01% 591
2019
Q4 		$1.99M Sell
15,447
-3,330
-18% -$443K 0.02% 545
2019
Q3 		$2.56M Buy
+18,777
New +$2.48M 0.03% 465
2017
Q2 		– Sell
-31,510
Closed -$4.21M – 959
2017
Q1 		$4.21M Sell
31,510
-7,010
-18% -$969K 0.09% 284
2016
Q4 		$5.47M Sell
38,520
-130
-0.3% -$18.5K 0.11% 242
2016
Q3 		$5.95M Sell
38,650
-350
-0.9% -$56.6K 0.11% 238
2016
Q2 		$6.46M Sell
39,000
-1,343
-3% -$209K 0.13% 204
2016
Q1 		$6.3M Buy
+40,343
New +$6.04M 0.13% 197
2015
Q4 		– Sell
-6,780
Closed -$925K – 836
2015
Q3 		$925K Buy
6,780
+270
+4% +$36.1K 0.02% 494
2015
Q2 		$834K Hold
6,510
– – 0.02% 491
2015
Q1 		$958K Sell
6,510
-3,160
-33% -$454K 0.02% 485
2014
Q4 		$1.29M Sell
9,670
-1,890
-16% -$245K 0.02% 458
2014
Q3 		$1.37M Hold
11,560
– – 0.02% 445
2014
Q2 		$1.4M Sell
11,560
-5,370
-32% -$634K 0.02% 455
2014
Q1 		$1.94M Hold
16,930
– – 0.03% 408
2013
Q4 		$1.72M Buy
+16,930
New +$1.76M 0.03% 460

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Jacobs Levy Equity Management's FRT Position: Q3 2020 in Review

Jacobs Levy Equity Management sold out of Federal Realty Investment Trust (FRT) in Q3 2020, closing a stake of 14,589 shares — an estimated $1.24M sold.

Jacobs Levy Equity Management first reported a position in FRT in Q4 2013 and held it in 17 quarters. The position peaked at $6.46M in Q2 2016. 358 funds tracked by Wall St. Rank hold FRT as of Q3 2020.

  • Jacobs Levy Equity Management reported no remaining Federal Realty Investment Trust position as of Q3 2020 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,589 Federal Realty Investment Trust shares in Q3 2020, an estimated $1.24M.
  • Jacobs Levy Equity Management first reported a position in Federal Realty Investment Trust in Q4 2013 and held it in 17 quarters.
  • Jacobs Levy Equity Management's Federal Realty Investment Trust position peaked at $6.46M in Q2 2016.
  • 358 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2020, filed 16 Nov 2020.