NFG
FRT icon

Next Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Next Financial Group’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
Q4 		$1K Sell
10
-1
-9% -$127 ﹤0.01% 2731
2021
Q3 		$1K Hold
11
– – ﹤0.01% 2615
2021
Q2 		$1K Buy
11
+4
+57% +$454 ﹤0.01% 2518
2021
Q1 		$1K Buy
+7
New +$675 ﹤0.01% 2413

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's FRT Position: Q4 2021 in Review

Next Financial Group reduced its Federal Realty Investment Trust (FRT) stake by 9.1% in Q4 2021, selling an estimated $127 and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Next Financial Group first reported a position in FRT in Q1 2021 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

  • Next Financial Group held 10 shares of Federal Realty Investment Trust worth $1K as of Q4 2021.
  • Next Financial Group sold 1 Federal Realty Investment Trust share in Q4 2021, an estimated $127.
  • Federal Realty Investment Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2731 holding.
  • Next Financial Group first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.