TFO Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-88	Closed	-$8.99K	–	318
2024 Q1	$8.99K	Hold	88	–	–	﹤0.01%	95
2023 Q4	$9.07K	Hold	88	–	–	﹤0.01%	100
2023 Q3	$8.52K	Hold	88	–	–	﹤0.01%	169
2023 Q2	$8.52K	Hold	88	–	–	﹤0.01%	158
2023 Q1	$8.7K	Buy	88 +86	+4,300%	+$8.99K	﹤0.01%	115
2022 Q4	$95	Buy	+2	New	+$203	﹤0.01%	781

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

TFO Wealth Partners's FRT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 88 shares — an estimated $8.99K sold.

TFO Wealth Partners first reported a position in FRT in Q4 2022 and held it in 6 quarters. The position peaked at $9.07K in Q4 2023. 451 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

TFO Wealth Partners reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 88 Federal Realty Investment Trust shares in Q2 2024, an estimated $8.99K.
TFO Wealth Partners first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Federal Realty Investment Trust position peaked at $9.07K in Q4 2023.
451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.