RWB
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RMR Wealth Builders’s Federal Realty Investment Trust FRT Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-604
Closed -$61K – 352
2021
Q1 		$61K Buy
+604
New +$58.3K 0.02% 337

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's FRT Position: Q2 2021 in Review

RMR Wealth Builders sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 604 shares — an estimated $61K sold.

RMR Wealth Builders first reported a position in FRT in Q1 2021 and held it in 1 quarter. The position peaked at $61K in Q1 2021. 399 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • RMR Wealth Builders reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 604 Federal Realty Investment Trust shares in Q2 2021, an estimated $61K.
  • RMR Wealth Builders first reported a position in Federal Realty Investment Trust in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Federal Realty Investment Trust position peaked at $61K in Q1 2021.
  • 399 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.