Tiverton Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Tiverton Asset Management’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
2019 Q3	$71K	Hold	521	–	–	﹤0.01%	672
2019 Q2	$67K	Hold	521	–	–	﹤0.01%	649
2019 Q1	$72K	Hold	521	–	–	﹤0.01%	611
2018 Q4	$62K	Hold	521	–	–	﹤0.01%	429
2018 Q3	$66K	Hold	521	–	–	﹤0.01%	386
2018 Q2	$66K	Hold	521	–	–	﹤0.01%	377
2018 Q1	$60K	Sell	521 -261	-33%	-$30.8K	﹤0.01%	436
2017 Q4	$104K	Buy	+782	New	+$101K	0.01%	471

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return