Jupiter Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Jupiter 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
2022 Q3	–	Sell	-9,722	Closed	-$931K	–	562
2022 Q2	$931K	Sell	9,722 -1,862	-16%	-$209K	0.01%	438
2022 Q1	$1.41M	Sell	11,584 -4,485	-28%	-$552K	0.02%	384
2021 Q4	$2.2M	Buy	16,069 +1,561	+11%	+$198K	0.02%	341
2021 Q3	$1.71M	Buy	14,508 +11,979	+474%	+$1.42M	0.02%	358
2021 Q2	$296K	Buy	+2,529	New	+$287K	﹤0.01%	536
2016 Q3	–	Sell	-30,590	Closed	-$5.06M	–	210
2016 Q2	$5.06M	Buy	+30,590	New	+$4.76M	0.19%	139

Other funds holding FRT

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Jupiter Asset Management's FRT Position: Q3 2022 in Review

Jupiter Asset Management sold out of Federal Realty Investment Trust (FRT) in Q3 2022, closing a stake of 9,722 shares — an estimated $931K sold.

Jupiter Asset Management first reported a position in FRT in Q2 2016 and held it in 6 quarters. The position peaked at $5.06M in Q2 2016. 389 funds tracked by Wall St. Rank hold FRT as of Q3 2022.

Jupiter Asset Management reported no remaining Federal Realty Investment Trust position as of Q3 2022 after selling out during the quarter.
Jupiter Asset Management sold 9,722 Federal Realty Investment Trust shares in Q3 2022, an estimated $931K.
Jupiter Asset Management first reported a position in Federal Realty Investment Trust in Q2 2016 and held it in 6 quarters.
Jupiter Asset Management's Federal Realty Investment Trust position peaked at $5.06M in Q2 2016.
389 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2022.

Based on Jupiter Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.