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JP Morgan Private Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$277K Sell
3,056
-135
-4% -$13.3K ﹤0.01% 1514
2023
Q2 		$309K Sell
3,191
-498
-13% -$46.8K ﹤0.01% 1230
2023
Q1 		$365K Sell
3,689
-4,104
-53% -$429K ﹤0.01% 1600
2022
Q4 		$787K Sell
7,793
-270
-3% -$27.3K ﹤0.01% 1264
2022
Q3 		$727K Sell
8,063
-60
-0.7% -$6.1K ﹤0.01% 1295
2022
Q2 		$778K Sell
8,123
-34
-0.4% -$3.82K ﹤0.01% 1259
2022
Q1 		$996K Buy
+8,157
New +$1M ﹤0.01% 1224
2021
Q4 		– Sell
-4,387
Closed -$518K – 2011
2021
Q3 		$518K Sell
4,387
-2,291
-34% -$272K ﹤0.01% 1486
2021
Q2 		$782K Sell
6,678
-2,060
-24% -$234K ﹤0.01% 1303
2021
Q1 		$887K Buy
+8,738
New +$843K ﹤0.01% 1097
2020
Q2 		– Sell
-10,651
Closed -$795K – 1566
2020
Q1 		$795K Buy
10,651
+832
+8% +$95.8K ﹤0.01% 783
2019
Q4 		$1.26M Buy
9,819
+1,246
+15% +$166K 0.01% 716
2019
Q3 		$1.17M Buy
8,573
+335
+4% +$44.2K 0.01% 706
2019
Q2 		$1.06M Sell
8,238
-604
-7% -$80.1K 0.01% 736
2019
Q1 		$1.22M Sell
8,842
-48
-0.5% -$6.28K 0.01% 731
2018
Q4 		$1.05M Buy
8,890
+31
+0.3% +$3.89K 0.01% 741
2018
Q3 		$1.12M Sell
8,859
-107
-1% -$13.6K 0.01% 791
2018
Q2 		$1.14M Buy
+8,966
New +$1.06M 0.01% 734

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FRT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Federal Realty Investment Trust (FRT) stake by 4.2% in Q3 2023, selling an estimated $13.3K and leaving 3,056 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

JP Morgan Private Wealth Advisors first reported a position in FRT in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.26M in Q4 2019. 415 funds tracked by Wall St. Rank hold FRT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,056 shares of Federal Realty Investment Trust worth $277K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 135 Federal Realty Investment Trust shares in Q3 2023, an estimated $13.3K.
  • Federal Realty Investment Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1514 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Federal Realty Investment Trust position peaked at $1.26M in Q4 2019.
  • 415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.