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Realta Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-10
Closed -$1K – 694
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1533
2019
Q3 		$1K Hold
10
– – ﹤0.01% 1546
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1623
2019
Q1 		$1K Buy
+10
New +$1.31K ﹤0.01% 1273

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Realta Investment Advisors's FRT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in FRT in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 386 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 10 Federal Realty Investment Trust shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in Federal Realty Investment Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Federal Realty Investment Trust position peaked at $1K in Q4 2019.
  • 386 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.