Mirabella Financial Services’s Federal Realty Investment Trust FRT Stock Holding History

Mirabella Financial Services’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	-13,214	Closed	-$1.33M	–	288
2024 Q2	$1.33M	Buy	+13,214	New	+$1.33M	0.1%	115
2023 Q4	–	Sell	-3,461	Closed	-$314K	–	486
2023 Q3	$314K	Buy	+3,461	New	+$341K	0.04%	276
2023 Q2	–	Sell	-13,448	Closed	-$1.33M	–	542
2023 Q1	$1.33M	Buy	13,448 +9,868	+276%	+$1.03M	0.2%	95
2022 Q4	$362K	Buy	+3,580	New	+$363K	0.03%	230
2022 Q3	–	Sell	-22,928	Closed	-$2.19M	–	424
2022 Q2	$2.19M	Buy	22,928 +18,244	+389%	+$2.05M	0.22%	109
2022 Q1	$572K	Sell	4,684 -10,286	-69%	-$1.27M	0.06%	225
2021 Q4	$2.04M	Buy	14,970 +12,821	+597%	+$1.63M	0.21%	112
2021 Q3	$253K	Buy	+2,149	New	+$255K	0.03%	352
2020 Q4	–	Sell	-18,031	Closed	-$1.32M	–	373
2020 Q3	$1.32M	Buy	18,031 +13,733	+320%	+$1.08M	0.18%	77
2020 Q2	$366K	Buy	+4,298	New	+$347K	0.09%	104

Other funds holding FRT

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Mirabella Financial Services's FRT Position: Q3 2024 in Review

Mirabella Financial Services sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 13,214 shares — an estimated $1.33M sold.

Mirabella Financial Services first reported a position in FRT in Q2 2020 and held it in 10 quarters. The position peaked at $2.19M in Q2 2022. 504 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

Mirabella Financial Services reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 13,214 Federal Realty Investment Trust shares in Q3 2024, an estimated $1.33M.
Mirabella Financial Services first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 10 quarters.
Mirabella Financial Services's Federal Realty Investment Trust position peaked at $2.19M in Q2 2022.
504 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.