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

Jupiter Investment 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
2014
Q3 		– Sell
-5,100
Closed -$616K – 346
2014
Q2 		$616K Buy
+5,100
New +$602K 0.03% 265
2014
Q1 		– Sell
-9,600
Closed -$973K – 369
2013
Q4 		$973K Buy
+9,600
New +$1M 0.08% 237

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jupiter Investment Management's FRT Position: Q3 2014 in Review

Jupiter Investment Management sold out of Federal Realty Investment Trust (FRT) in Q3 2014, closing a stake of 5,100 shares — an estimated $616K sold.

Jupiter Investment Management first reported a position in FRT in Q4 2013 and held it in 2 quarters. The position peaked at $973K in Q4 2013. 308 funds tracked by Wall St. Rank hold FRT as of Q3 2014.

  • Jupiter Investment Management reported no remaining Federal Realty Investment Trust position as of Q3 2014 after selling out during the quarter.
  • Jupiter Investment Management sold 5,100 Federal Realty Investment Trust shares in Q3 2014, an estimated $616K.
  • Jupiter Investment Management first reported a position in Federal Realty Investment Trust in Q4 2013 and held it in 2 quarters.
  • Jupiter Investment Management's Federal Realty Investment Trust position peaked at $973K in Q4 2013.
  • 308 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2014.

Based on Jupiter Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.