JOYN Advisors’s Federal Realty Investment Trust FRT Stock Holding History

JOYN Advisors’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 Q1	$246K	Buy	3,300 +129	+4%	+$14.8K	0.08%	83
2019 Q4	$408K	Sell	3,171 -3	-0.1%	-$399	0.09%	59
2019 Q3	$432K	Sell	3,174 -6	-0.2%	-$791	0.1%	54
2019 Q2	$405K	Hold	3,180	–	–	0.09%	66
2019 Q1	$438K	Sell	3,180 -7	-0.2%	-$916	0.1%	54
2018 Q4	$376K	Sell	3,187 -3	-0.1%	-$377	0.09%	63
2018 Q3	$403K	Buy	3,190 +7	+0.2%	+$889	0.08%	70
2018 Q2	$403K	Buy	3,183 +148	+5%	+$17.5K	0.09%	66
2018 Q1	$352K	Buy	3,035 +6	+0.2%	+$708	0.08%	89
2017 Q4	$402K	Buy	+3,029	New	+$391K	0.09%	103

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JOYN Advisors's FRT Position: Q1 2020 in Review

JOYN Advisors increased its Federal Realty Investment Trust (FRT) stake by 4.1% in Q1 2020, buying an estimated $14.8K and bringing the position to 3,300 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #83.

JOYN Advisors first reported a position in FRT in Q4 2017 and has held it in 10 quarters since. The position peaked at $438K in Q1 2019. 386 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

JOYN Advisors held 3,300 shares of Federal Realty Investment Trust worth $246K as of Q1 2020.
JOYN Advisors bought 129 Federal Realty Investment Trust shares in Q1 2020, an estimated $14.8K.
Federal Realty Investment Trust made up 0.08% of JOYN Advisors's portfolio in Q1 2020, its #83 holding.
JOYN Advisors first reported a position in Federal Realty Investment Trust in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's Federal Realty Investment Trust position peaked at $438K in Q1 2019.
386 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.