MIFH
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Migdal Insurance & Financial Holdings’s Federal Realty Investment Trust FRT Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-402
Closed -$40K – 457
2024
Q2 		$40K Sell
402
-34
-8% -$3.43K ﹤0.01% 315
2024
Q1 		$45K Sell
436
-138
-24% -$14K ﹤0.01% 279
2023
Q4 		$60K Buy
574
+97
+20% +$9.15K ﹤0.01% 320
2023
Q3 		$43K Sell
477
-207
-30% -$20.4K ﹤0.01% 333
2023
Q2 		$66K Sell
684
-572
-46% -$53.8K ﹤0.01% 312
2023
Q1 		$120K Buy
1,256
+607
+94% +$63.5K ﹤0.01% 303
2022
Q4 		$66K Sell
649
-89
-12% -$9.01K ﹤0.01% 297
2022
Q3 		$66K Sell
738
-945
-56% -$96K ﹤0.01% 285
2022
Q2 		$161K Buy
1,683
+889
+112% +$99.8K ﹤0.01% 254
2022
Q1 		$99K Buy
+794
New +$97.8K ﹤0.01% 359
2021
Q4 		– Sell
-690
Closed -$81K – 708
2021
Q3 		$81K Sell
690
-16,358
-96% -$1.94M ﹤0.01% 384
2021
Q2 		$2M Buy
17,048
+254
+2% +$28.8K 0.02% 183
2021
Q1 		$1.7M Buy
16,794
+15,868
+1,714% +$1.53M 0.02% 205
2020
Q4 		$79K Sell
926
-86
-8% -$7.16K ﹤0.01% 434
2020
Q3 		$74K Buy
1,012
+417
+70% +$32.9K ﹤0.01% 510
2020
Q2 		$51K Buy
595
+141
+31% +$11.4K ﹤0.01% 527
2020
Q1 		$34K Sell
454
-356
-44% -$41K ﹤0.01% 535
2019
Q4 		$104K Sell
810
-1,845
-69% -$245K ﹤0.01% 530
2019
Q3 		$361K Buy
2,655
+515
+24% +$67.9K 0.01% 373
2019
Q2 		$276K Buy
2,140
+1,141
+114% +$151K 0.01% 409
2019
Q1 		$138K Buy
999
+20
+2% +$2.62K ﹤0.01% 460
2018
Q4 		$116K Sell
979
-2,023
-67% -$254K ﹤0.01% 466
2018
Q3 		$380K Sell
3,002
-300
-9% -$38.1K 0.01% 441
2018
Q2 		$418K Sell
3,302
-38
-1% -$4.49K 0.01% 335
2018
Q1 		$388K Buy
3,340
+111
+3% +$13.1K 0.01% 297
2017
Q4 		$429K Buy
3,229
+214
+7% +$27.6K 0.01% 244
2017
Q3 		$374K Sell
3,015
-113
-4% -$14.5K 0.01% 263
2017
Q2 		$399K Sell
3,128
-492
-14% -$63.5K 0.01% 242
2017
Q1 		$483K Buy
+3,620
New +$500K 0.01% 241

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

Migdal Insurance & Financial Holdings's FRT Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 402 shares — an estimated $40K sold.

Migdal Insurance & Financial Holdings first reported a position in FRT in Q1 2017 and held it in 29 quarters. The position peaked at $2M in Q2 2021. 505 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 402 Federal Realty Investment Trust shares in Q3 2024, an estimated $40K.
  • Migdal Insurance & Financial Holdings first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 29 quarters.
  • Migdal Insurance & Financial Holdings's Federal Realty Investment Trust position peaked at $2M in Q2 2021.
  • 505 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.