Sutton Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$5.26K	Hold	58	–	–	﹤0.01%	578
2023 Q2	$5.61K	Buy	58 +6	+12%	+$564	﹤0.01%	547
2023 Q1	$5.14K	Hold	52	–	–	﹤0.01%	519
2022 Q4	$5.25K	Hold	52	–	–	﹤0.01%	1089
2022 Q3	$4.69K	Hold	52	–	–	﹤0.01%	1083
2022 Q2	$4.98K	Sell	52 -5	-9%	-$561	﹤0.01%	1067
2022 Q1	$6.96K	Buy	57 +38	+200%	+$4.68K	﹤0.01%	1029
2021 Q4	$2.59K	Hold	19	–	–	﹤0.01%	1167
2021 Q3	$2.24K	Hold	19	–	–	﹤0.01%	1155
2021 Q2	$2.23K	Hold	19	–	–	﹤0.01%	1155
2021 Q1	$1.93K	Hold	19	–	–	﹤0.01%	1139
2020 Q4	$1.62K	Hold	19	–	–	﹤0.01%	1136
2020 Q3	$1.4K	Sell	19 -6	-24%	-$473	﹤0.01%	1109
2020 Q2	$2.13K	Buy	25 +19	+317%	+$1.53K	﹤0.01%	1052
2020 Q1	$448	Buy	+6	New	+$691	﹤0.01%	1149
2018 Q3	–	Sell	-103	Closed	-$13K	–	1142
2018 Q2	$13K	Hold	103	–	–	0.01%	756
2018 Q1	$12K	Buy	+103	New	+$12.2K	0.01%	763

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Sutton Wealth Advisors's FRT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Federal Realty Investment Trust (FRT) position steady in Q3 2023 at 58 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Sutton Wealth Advisors first reported a position in FRT in Q1 2018 and has held it in 17 quarters since. The position peaked at $13K in Q2 2018. 415 funds tracked by Wall St. Rank hold FRT as of Q3 2023.

Sutton Wealth Advisors held 58 shares of Federal Realty Investment Trust worth $5.26K as of Q3 2023.
Sutton Wealth Advisors left its Federal Realty Investment Trust share count unchanged in Q3 2023.
Federal Realty Investment Trust made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #578 holding.
Sutton Wealth Advisors first reported a position in Federal Realty Investment Trust in Q1 2018 and has held it in 17 quarters since.
Sutton Wealth Advisors's Federal Realty Investment Trust position peaked at $13K in Q2 2018.
415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.