Mid Atlantic Financial Management’s Federal Realty Investment Trust FRT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$906K	Sell	7,680 -211	-3%	-$25K	0.06%	282
2021 Q2	$925K	Sell	7,891 -595	-7%	-$67.5K	0.06%	273
2021 Q1	$861K	Buy	8,486 +1,515	+22%	+$146K	0.06%	280
2020 Q4	$593K	Buy	6,971 +1,115	+19%	+$92.8K	0.05%	348
2020 Q3	$536K	Buy	5,856 +1,865	+47%	+$147K	0.05%	337
2020 Q2	$340K	Buy	3,991 +50	+1%	+$4.04K	0.03%	444
2020 Q1	$294K	Sell	3,941 -25	-0.6%	-$2.88K	0.03%	442
2019 Q4	$511K	Buy	3,966 +340	+9%	+$45.2K	0.05%	379
2019 Q3	$494K	Sell	3,626 -10	-0.3%	-$1.32K	0.05%	356
2019 Q2	$468K	Sell	3,636 -500	-12%	-$66.3K	0.05%	389
2019 Q1	$570K	Sell	4,136 -130	-3%	-$17K	0.06%	327
2018 Q4	$504K	Buy	+4,266	New	+$536K	0.06%	328

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

Mid Atlantic Financial Management's FRT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Federal Realty Investment Trust (FRT) stake by 2.7% in Q3 2021, selling an estimated $25K and leaving 7,680 shares worth $906K. The position accounts for 0.06% of the portfolio, ranked #282.

Mid Atlantic Financial Management first reported a position in FRT in Q4 2018 and has held it in 12 quarters since. The position peaked at $925K in Q2 2021. 411 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

Mid Atlantic Financial Management held 7,680 shares of Federal Realty Investment Trust worth $906K as of Q3 2021.
Mid Atlantic Financial Management sold 211 Federal Realty Investment Trust shares in Q3 2021, an estimated $25K.
Federal Realty Investment Trust made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #282 holding.
Mid Atlantic Financial Management first reported a position in Federal Realty Investment Trust in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Federal Realty Investment Trust position peaked at $925K in Q2 2021.
411 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.