Steward Partners Investment Solutions’s Federal Realty Investment Trust FRT Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$308K	Buy	+3,012	New	+$305K	0.05%	208

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Solutions's FRT Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Federal Realty Investment Trust (FRT) in Q1 2024: 3,012 shares worth $308K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings.

450 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

Steward Partners Investment Solutions held 3,012 shares of Federal Realty Investment Trust worth $308K as of Q1 2024.
Federal Realty Investment Trust was a new Steward Partners Investment Solutions position in Q1 2024.
Federal Realty Investment Trust made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #208 holding.
450 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.