SLF
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Sun Life Financial’s Federal Realty Investment Trust FRT Stock Holding History

Sun Life Financial’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
-41
Closed -$4K – 237
2021
Q1 		$4K Sell
41
-2,865
-99% -$276K ﹤0.01% 500
2020
Q4 		$247K Sell
2,906
-4,859
-63% -$404K 0.03% 101
2020
Q3 		$570K Buy
7,765
+7,723
+18,388% +$609K 0.09% 74
2020
Q2 		$4K Hold
42
– – ﹤0.01% 416
2020
Q1 		$3K Buy
42
+1
+2% +$115 ﹤0.01% 418
2019
Q4 		$5K Sell
41
-17
-29% -$2.26K ﹤0.01% 423
2019
Q3 		$8K Sell
58
-2
-3% -$264 ﹤0.01% 541
2019
Q2 		$8K Sell
60
-66
-52% -$8.76K ﹤0.01% 541
2019
Q1 		$17K Sell
126
-77
-38% -$10.1K ﹤0.01% 534
2018
Q4 		$24K Buy
203
+2
+1% +$251 0.01% 538
2018
Q3 		$25K Buy
201
+2
+1% +$254 ﹤0.01% 568
2018
Q2 		$25K Buy
199
+160
+410% +$18.9K ﹤0.01% 567
2018
Q1 		$332 Sell
39
-120
-75% -$14.2K ﹤0.01% 464
2017
Q4 		$21K Sell
159
-373
-70% -$48.1K ﹤0.01% 424
2017
Q3 		$66K Buy
532
+4
+0.8% +$515 0.01% 422
2017
Q2 		$67K Buy
528
+523
+10,460% +$67.5K 0.01% 414
2017
Q1 		$38 Buy
+5
New +$691 ﹤0.01% 528

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

Sun Life Financial's FRT Position: Q2 2021 in Review

Sun Life Financial sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 41 shares — an estimated $4K sold.

Sun Life Financial first reported a position in FRT in Q1 2017 and held it in 17 quarters. The position peaked at $570K in Q3 2020. 399 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • Sun Life Financial reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 41 Federal Realty Investment Trust shares in Q2 2021, an estimated $4K.
  • Sun Life Financial first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Federal Realty Investment Trust position peaked at $570K in Q3 2020.
  • 399 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.