SIM
FRT icon

Sonora Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Sonora Investment Management’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
Q3 		$2K Hold
19
– – ﹤0.01% 985
2021
Q2 		$2K Buy
+19
New +$2.16K ﹤0.01% 893
2015
Q4 		– Sell
-26
Closed -$3K – 924
2015
Q3 		$3K Buy
+26
New +$3.47K ﹤0.01% 876

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Sonora Investment Management's FRT Position: Q3 2021 in Review

Sonora Investment Management held its Federal Realty Investment Trust (FRT) position steady in Q3 2021 at 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Sonora Investment Management first reported a position in FRT in Q3 2015 and has held it in 3 quarters since. The position peaked at $3K in Q3 2015. 412 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

  • Sonora Investment Management held 19 shares of Federal Realty Investment Trust worth $2K as of Q3 2021.
  • Sonora Investment Management left its Federal Realty Investment Trust share count unchanged in Q3 2021.
  • Federal Realty Investment Trust made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #985 holding.
  • Sonora Investment Management first reported a position in Federal Realty Investment Trust in Q3 2015 and has held it in 3 quarters since.
  • Sonora Investment Management's Federal Realty Investment Trust position peaked at $3K in Q3 2015.
  • 412 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.