Ray Dalio
FRT icon

Ray Dalio’s Federal Realty Investment Trust FRT Stock Holding History

Ray Dalio’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
-5,378
Closed -$515K – 922
2022
Q2 		$515K Sell
5,378
-10,965
-67% -$1.23M ﹤0.01% 895
2022
Q1 		$2M Buy
+16,343
New +$2.01M 0.01% 688
2021
Q2 		– Sell
-3,474
Closed -$352K – 728
2021
Q1 		$352K Buy
+3,474
New +$335K ﹤0.01% 403
2020
Q2 		– Sell
-4,138
Closed -$309K – 435
2020
Q1 		$309K Buy
+4,138
New +$476K 0.01% 342
2019
Q3 		– Sell
-6,551
Closed -$844K – 351
2019
Q2 		$844K Buy
+6,551
New +$869K 0.01% 243
2019
Q1 		– Sell
-18,173
Closed -$2.15M – 382
2018
Q4 		$2.15M Buy
18,173
+15,496
+579% +$1.95M 0.02% 234
2018
Q3 		$339K Sell
2,677
-1,710
-39% -$217K ﹤0.01% 307
2018
Q2 		$555K Sell
4,387
-6,280
-59% -$741K 0.01% 339
2018
Q1 		$1.24M Buy
+10,667
New +$1.26M 0.01% 245
2017
Q4 		– Sell
-5,445
Closed -$676K – 279
2017
Q3 		$676K Buy
+5,445
New +$700K ﹤0.01% 237
2017
Q1 		– Sell
-4,100
Closed -$583K – 268
2016
Q4 		$583K Buy
+4,100
New +$582K 0.01% 241
2014
Q4 		– Sell
-2,100
Closed -$249K – 371
2014
Q3 		$249K Buy
+2,100
New +$258K ﹤0.01% 340
2013
Q3 		– Sell
-7,900
Closed -$819K – 346
2013
Q2 		$819K Buy
+7,900
New +$873K 0.01% 209

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Ray Dalio's FRT Position: Q3 2022 in Review

Ray Dalio sold out of Federal Realty Investment Trust (FRT) in Q3 2022, closing a stake of 5,378 shares — an estimated $515K sold.

Ray Dalio first reported a position in FRT in Q2 2013 and held it in 13 quarters. The position peaked at $2.15M in Q4 2018. 390 funds tracked by Wall St. Rank hold FRT as of Q3 2022.

  • Ray Dalio reported no remaining Federal Realty Investment Trust position as of Q3 2022 after selling out during the quarter.
  • Ray Dalio sold 5,378 Federal Realty Investment Trust shares in Q3 2022, an estimated $515K.
  • Ray Dalio first reported a position in Federal Realty Investment Trust in Q2 2013 and held it in 13 quarters.
  • Ray Dalio's Federal Realty Investment Trust position peaked at $2.15M in Q4 2018.
  • 390 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2022.

Based on Bridgewater Associates's 13F filing for Q3 2022, filed 10 Nov 2022.