Kula Investments’s Federal Realty Investment Trust FRT Stock Holding History

Kula Investments’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 Q1	$345K	Buy	+3,490	New	+$365K	0.09%	418

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

Kula Investments's FRT Position: Q1 2023 in Review

Kula Investments opened a new position in Federal Realty Investment Trust (FRT) in Q1 2023: 3,490 shares worth $345K. The stake represents 0.09% of the portfolio and ranks #418 among its holdings.

433 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

Kula Investments held 3,490 shares of Federal Realty Investment Trust worth $345K as of Q1 2023.
Federal Realty Investment Trust was a new Kula Investments position in Q1 2023.
Federal Realty Investment Trust made up 0.09% of Kula Investments's portfolio in Q1 2023, its #418 holding.
433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.