Lumature Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Lumature Wealth Partners’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 Q2	$222K	Buy	2,297 +2	+0.1%	+$188	0.13%	148
2023 Q1	$227K	Buy	2,295 +116	+5%	+$12.1K	0.13%	144
2022 Q4	$220K	Sell	2,179 -70	-3%	-$7.09K	0.12%	139
2022 Q3	$203K	Buy	2,249 +139	+7%	+$14.1K	0.11%	154
2022 Q2	$202K	Buy	2,110 +201	+11%	+$22.6K	0.09%	168
2022 Q1	$233K	Buy	+1,909	New	+$235K	0.09%	162

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Lumature Wealth Partners's FRT Position: Q2 2023 in Review

Lumature Wealth Partners increased its Federal Realty Investment Trust (FRT) stake by 0.09% in Q2 2023, buying an estimated $188 and bringing the position to 2,297 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #148.

Lumature Wealth Partners first reported a position in FRT in Q1 2022 and has held it in 6 quarters since. The position peaked at $233K in Q1 2022. 416 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

Lumature Wealth Partners held 2,297 shares of Federal Realty Investment Trust worth $222K as of Q2 2023.
Lumature Wealth Partners bought 2 Federal Realty Investment Trust shares in Q2 2023, an estimated $188.
Federal Realty Investment Trust made up 0.13% of Lumature Wealth Partners's portfolio in Q2 2023, its #148 holding.
Lumature Wealth Partners first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 6 quarters since.
Lumature Wealth Partners's Federal Realty Investment Trust position peaked at $233K in Q1 2022.
416 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.