Tarbox Family Office’s Federal Realty Investment Trust FRT Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-25	Closed	-$3K	–	446
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	677
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	776
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	789
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	805
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	751
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	822
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	768
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	755
2020 Q1	$2K	Buy	25 +10	+67%	+$1.15K	﹤0.01%	633
2019 Q4	$2K	Buy	+15	New	+$1.99K	﹤0.01%	798
2018 Q1	–	Sell	-14	Closed	-$2K	–	626
2017 Q4	$2K	Hold	14	–	–	﹤0.01%	492
2017 Q3	$2K	Buy	+14	New	+$1.8K	﹤0.01%	489

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Tarbox Family Office's FRT Position: Q2 2022 in Review

Tarbox Family Office sold out of Federal Realty Investment Trust (FRT) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in FRT in Q3 2017 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

Tarbox Family Office reported no remaining Federal Realty Investment Trust position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 25 Federal Realty Investment Trust shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Federal Realty Investment Trust in Q3 2017 and held it in 12 quarters.
Tarbox Family Office's Federal Realty Investment Trust position peaked at $3K in Q1 2022.
401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.