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Laird Norton Wetherby Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Laird Norton Wetherby Wealth 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
2024
Q2 		– Sell
-2,087
Closed -$213K – 945
2024
Q1 		$213K Buy
+2,087
New +$211K 0.01% 865
2015
Q2 		– Sell
-1,577
Closed -$232K – 501
2015
Q1 		$232K Hold
1,577
– – 0.06% 390
2014
Q4 		$210K Buy
+1,577
New +$205K 0.05% 412

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FRT Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 2,087 shares — an estimated $213K sold.

Laird Norton Wetherby Wealth Management first reported a position in FRT in Q4 2014 and held it in 3 quarters. The position peaked at $232K in Q1 2015. 451 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,087 Federal Realty Investment Trust shares in Q2 2024, an estimated $213K.
  • Laird Norton Wetherby Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2014 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's Federal Realty Investment Trust position peaked at $232K in Q1 2015.
  • 451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.