Kaizen Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Kaizen Advisory’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
2018 Q4	$23K	Buy	192 +15	+8%	+$1.88K	0.02%	485
2018 Q3	$22K	Hold	177	–	–	0.01%	507
2018 Q2	$22K	Buy	177 +109	+160%	+$12.9K	0.01%	510
2018 Q1	$8K	Hold	68	–	–	0.01%	524
2017 Q4	$9K	Buy	+68	New	+$8.78K	0.01%	499

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kaizen Advisory's FRT Position: Q4 2018 in Review

Kaizen Advisory increased its Federal Realty Investment Trust (FRT) stake by 8.5% in Q4 2018, buying an estimated $1.88K and bringing the position to 192 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #485.

Kaizen Advisory first reported a position in FRT in Q4 2017 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold FRT as of Q4 2018.

Kaizen Advisory held 192 shares of Federal Realty Investment Trust worth $23K as of Q4 2018.
Kaizen Advisory bought 15 Federal Realty Investment Trust shares in Q4 2018, an estimated $1.88K.
Federal Realty Investment Trust made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #485 holding.
Kaizen Advisory first reported a position in Federal Realty Investment Trust in Q4 2017 and has held it in 5 quarters since.
408 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.