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Wealth Quarterback’s Federal Realty Investment Trust FRT Stock Holding History

Wealth Quarterback’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
Q3 		$13K Buy
102
+1
+1% +$119 0.01% 420
2021
Q2 		$12K Buy
+101
New +$11.5K 0.01% 437

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

Wealth Quarterback's FRT Position: Q3 2021 in Review

Wealth Quarterback increased its Federal Realty Investment Trust (FRT) stake by 0.99% in Q3 2021, buying an estimated $119 and bringing the position to 102 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #420.

Wealth Quarterback first reported a position in FRT in Q2 2021 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

  • Wealth Quarterback held 102 shares of Federal Realty Investment Trust worth $13K as of Q3 2021.
  • Wealth Quarterback bought 1 Federal Realty Investment Trust share in Q3 2021, an estimated $119.
  • Federal Realty Investment Trust made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #420 holding.
  • Wealth Quarterback first reported a position in Federal Realty Investment Trust in Q2 2021 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.