Stratos Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Stratos Wealth Partners’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	–	Sell	-2,211	Closed	-$228K	–	1416
2023 Q4	$228K	Buy	+2,211	New	+$209K	﹤0.01%	1210
2018 Q4	–	Sell	-280	Closed	-$35K	–	1426
2018 Q3	$35K	Buy	+280	New	+$35.6K	﹤0.01%	1618
2018 Q2	–	Sell	-410	Closed	-$48K	–	1556
2018 Q1	$48K	Sell	410 -64	-14%	-$7.55K	﹤0.01%	1591
2017 Q4	$63K	Buy	+474	New	+$61.2K	﹤0.01%	1410
2016 Q4	–	Sell	-1,373	Closed	-$211K	–	736
2016 Q3	$211K	Buy	+1,373	New	+$222K	0.01%	612

Other funds holding FRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's FRT Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Federal Realty Investment Trust (FRT) in Q1 2024, closing a stake of 2,211 shares — an estimated $228K sold.

Stratos Wealth Partners first reported a position in FRT in Q3 2016 and held it in 5 quarters. The position peaked at $228K in Q4 2023. 449 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

Stratos Wealth Partners reported no remaining Federal Realty Investment Trust position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Partners sold 2,211 Federal Realty Investment Trust shares in Q1 2024, an estimated $228K.
Stratos Wealth Partners first reported a position in Federal Realty Investment Trust in Q3 2016 and held it in 5 quarters.
Stratos Wealth Partners's Federal Realty Investment Trust position peaked at $228K in Q4 2023.
449 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.