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Sugarloaf Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$47.4K Hold
423
– – 0.01% 298
2024
Q3 		$48.6K Hold
423
– – 0.01% 310
2024
Q2 		$42.7K Hold
423
– – 0.01% 311
2024
Q1 		$43.2K Buy
423
+4
+1% +$404 0.01% 312
2023
Q4 		$43.1K Buy
419
+5
+1% +$472 0.01% 297
2023
Q3 		$37.5K Buy
414
+5
+1% +$493 0.01% 322
2023
Q2 		$39.6K Buy
409
+5
+1% +$470 0.01% 316
2023
Q1 		$40K Buy
404
+3
+0.7% +$314 0.01% 319
2022
Q4 		$40.5K Buy
401
+5
+1% +$506 0.01% 315
2022
Q3 		$36K Buy
396
+4
+1% +$406 0.01% 341
2022
Q2 		$37K Buy
392
+4
+1% +$449 0.01% 335
2022
Q1 		$47K Sell
388
-1
-0.3% -$123 0.01% 290
2021
Q4 		$53K Buy
389
+4
+1% +$507 0.01% 288
2021
Q3 		$45K Buy
385
+3
+0.8% +$356 0.01% 284
2021
Q2 		$45K Sell
382
-95
-20% -$10.8K 0.01% 286
2021
Q1 		$48 Buy
477
+6
+1% +$579 0.01% 275
2020
Q4 		$40K Buy
471
+7
+2% +$582 0.01% 278
2020
Q3 		$34K Buy
464
+6
+1% +$473 0.01% 282
2020
Q2 		$39K Buy
458
+5
+1% +$404 0.02% 271
2020
Q1 		$34K Buy
453
+4
+0.9% +$460 0.02% 264
2019
Q4 		$58K Buy
+449
New +$59.7K 0.02% 236

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Sugarloaf Wealth Management's FRT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q4 2024 at 423 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #298.

Sugarloaf Wealth Management first reported a position in FRT in Q4 2019 and has held it in 21 quarters since. The position peaked at $58K in Q4 2019. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

  • Sugarloaf Wealth Management held 423 shares of Federal Realty Investment Trust worth $47.4K as of Q4 2024.
  • Sugarloaf Wealth Management left its Federal Realty Investment Trust share count unchanged in Q4 2024.
  • Federal Realty Investment Trust made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #298 holding.
  • Sugarloaf Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Federal Realty Investment Trust position peaked at $58K in Q4 2019.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.