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Tiedemann Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Tiedemann 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 		$1.27M Buy
13,841
+45
+0.3% +$4.43K 0.05% 103
2023
Q2 		$1.35M Buy
13,796
+47
+0.3% +$4.42K 0.06% 97
2023
Q1 		$1.37M Buy
13,749
+41
+0.3% +$4.29K 0.06% 96
2022
Q4 		$1.39M Buy
13,708
+49
+0.4% +$4.96K 0.07% 96
2022
Q3 		$1.23M Sell
13,659
-8,158
-37% -$829K 0.07% 98
2022
Q2 		$2.09M Hold
21,817
– – 0.16% 66
2022
Q1 		$2.71M Hold
21,817
– – 0.14% 75
2021
Q4 		$3M Buy
21,817
+189
+0.9% +$24K 0.15% 74
2021
Q3 		$2.58M Buy
21,628
+151
+0.7% +$17.9K 0.14% 74
2021
Q2 		$2.54M Hold
21,477
– – 0.1% 93
2021
Q1 		$2.2M Buy
21,477
+29
+0.1% +$2.8K 0.1% 99
2020
Q4 		$1.85M Hold
21,448
– – 0.09% 103
2020
Q3 		$1.6M Hold
21,448
– – 0.08% 143
2020
Q2 		$1.85M Sell
21,448
-3
-0% -$242 0.1% 118
2020
Q1 		$1.62M Buy
21,451
+16
+0.1% +$1.84K 0.11% 113
2019
Q4 		$2.78M Sell
21,435
-16
-0.1% -$2.13K 0.13% 90
2019
Q3 		$2.94M Buy
21,451
+16
+0.1% +$2.11K 0.14% 95
2019
Q2 		$2.78M Sell
21,435
-126
-0.6% -$16.7K 0.14% 87
2019
Q1 		$2.99M Hold
21,561
– – 0.14% 103
2018
Q4 		$2.57M Buy
21,561
+126
+0.6% +$15.8K 0.13% 113
2018
Q3 		$2.73M Hold
21,435
– – 0.16% 90
2018
Q2 		$2.73M Hold
21,435
– – 0.17% 90
2018
Q1 		$2.51M Hold
21,435
– – 0.17% 81
2017
Q4 		$2.87M Sell
21,435
-25
-0.1% -$3.23K 0.22% 65
2017
Q3 		$3.3M Sell
21,460
-125
-0.6% -$16.1K 0.3% 68
2017
Q2 		$2.73M Sell
21,585
-53
-0.2% -$6.84K 0.2% 97
2017
Q1 		$2.89M Buy
21,638
+88
+0.4% +$12.2K 0.24% 87
2016
Q4 		$3.06M Buy
+21,550
New +$3.06M 0.31% 67

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Tiedemann Advisors's FRT Position: Q3 2023 in Review

Tiedemann Advisors increased its Federal Realty Investment Trust (FRT) stake by 0.33% in Q3 2023, buying an estimated $4.43K and bringing the position to 13,841 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #103.

Tiedemann Advisors first reported a position in FRT in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.3M in Q3 2017. 414 funds tracked by Wall St. Rank hold FRT as of Q3 2023.

  • Tiedemann Advisors held 13,841 shares of Federal Realty Investment Trust worth $1.27M as of Q3 2023.
  • Tiedemann Advisors bought 45 Federal Realty Investment Trust shares in Q3 2023, an estimated $4.43K.
  • Federal Realty Investment Trust made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #103 holding.
  • Tiedemann Advisors first reported a position in Federal Realty Investment Trust in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's Federal Realty Investment Trust position peaked at $3.3M in Q3 2017.
  • 414 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.