Swaine & Leidel Wealth Services’s Federal Realty Investment Trust FRT Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$4.12M	Buy	40,617 +3,694	+10%	+$356K	2.66%	12
2020 Q4	$3.14M	Buy	36,923 +5,548	+18%	+$462K	2.28%	25
2020 Q3	$2.3M	Buy	31,375 +901	+3%	+$71K	2.25%	25
2020 Q2	$2.6M	Buy	30,474 +649	+2%	+$52.4K	2.65%	22
2020 Q1	$2.23M	Buy	29,825 +8,814	+42%	+$1.01M	2.31%	26
2019 Q4	$2.71M	Buy	21,011 +2,140	+11%	+$284K	2.26%	28
2019 Q3	$2.57M	Buy	18,871 +2,604	+16%	+$343K	2.32%	21
2019 Q2	$2.1M	Buy	+16,267	New	+$2.16M	2.24%	22

Other funds holding FRT

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

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Swaine & Leidel Wealth Services's FRT Position: Q1 2021 in Review

Swaine & Leidel Wealth Services increased its Federal Realty Investment Trust (FRT) stake by 10% in Q1 2021, buying an estimated $356K and bringing the position to 40,617 shares worth $4.12M. The position accounts for 2.66% of the portfolio, ranked #12.

Swaine & Leidel Wealth Services first reported a position in FRT in Q2 2019 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

Swaine & Leidel Wealth Services held 40,617 shares of Federal Realty Investment Trust worth $4.12M as of Q1 2021.
Swaine & Leidel Wealth Services bought 3,694 Federal Realty Investment Trust shares in Q1 2021, an estimated $356K.
Federal Realty Investment Trust made up 2.66% of Swaine & Leidel Wealth Services's portfolio in Q1 2021, its #12 holding.
Swaine & Leidel Wealth Services first reported a position in Federal Realty Investment Trust in Q2 2019 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.