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Naviter Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Naviter Wealth’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
2022
Q3 		– Sell
-3,817
Closed -$369K – 188
2022
Q2 		$369K Sell
3,817
-73
-2% -$8.2K 0.15% 148
2022
Q1 		$479K Buy
+3,890
New +$479K 0.16% 73

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Naviter Wealth's FRT Position: Q3 2022 in Review

Naviter Wealth sold out of Federal Realty Investment Trust (FRT) in Q3 2022, closing a stake of 3,817 shares — an estimated $369K sold.

Naviter Wealth first reported a position in FRT in Q1 2022 and held it in 2 quarters. The position peaked at $479K in Q1 2022. 389 funds tracked by Wall St. Rank hold FRT as of Q3 2022.

  • Naviter Wealth reported no remaining Federal Realty Investment Trust position as of Q3 2022 after selling out during the quarter.
  • Naviter Wealth sold 3,817 Federal Realty Investment Trust shares in Q3 2022, an estimated $369K.
  • Naviter Wealth first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 2 quarters.
  • Naviter Wealth's Federal Realty Investment Trust position peaked at $479K in Q1 2022.
  • 389 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.