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Regent Peak Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Regent Peak Wealth 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
-90
Closed -$8K – 450
2020
Q4 		$8K Buy
+90
New +$7.49K ﹤0.01% 583

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's FRT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2021, closing a stake of 90 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in FRT in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 90 Federal Realty Investment Trust shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Federal Realty Investment Trust position peaked at $8K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.