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

Regal 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
2021
Q1 		– Sell
-4,870
Closed -$415K – 165
2020
Q4 		$415K Buy
+4,870
New +$405K 0.05% 312
2020
Q3 		– Sell
-2,629
Closed -$224K – 74
2020
Q2 		$224K Buy
+2,629
New +$212K 0.04% 291

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Resolution Capital
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regal Investment Advisors's FRT Position: Q1 2021 in Review

Regal Investment Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2021, closing a stake of 4,870 shares — an estimated $415K sold.

Regal Investment Advisors first reported a position in FRT in Q2 2020 and held it in 2 quarters. The position peaked at $415K in Q4 2020. 386 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

  • Regal Investment Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 4,870 Federal Realty Investment Trust shares in Q1 2021, an estimated $415K.
  • Regal Investment Advisors first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 2 quarters.
  • Regal Investment Advisors's Federal Realty Investment Trust position peaked at $415K in Q4 2020.
  • 386 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.