LCM
FRT icon

Logan Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Logan Capital 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
-202
Closed -$20.6K – 464
2024
Q1 		$20.6K Buy
202
+2
+1% +$202 ﹤0.01% 374
2023
Q4 		$20.6K Buy
+200
New +$18.9K ﹤0.01% 383

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

Logan Capital Management's FRT Position: Q2 2024 in Review

Logan Capital Management sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 202 shares — an estimated $20.6K sold.

Logan Capital Management first reported a position in FRT in Q4 2023 and held it in 2 quarters. The position peaked at $20.6K in Q1 2024. 451 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

  • Logan Capital Management reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
  • Logan Capital Management sold 202 Federal Realty Investment Trust shares in Q2 2024, an estimated $20.6K.
  • Logan Capital Management first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 2 quarters.
  • Logan Capital Management's Federal Realty Investment Trust position peaked at $20.6K in Q1 2024.
  • 451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on Logan Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.