Wipfli Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Wipfli Financial 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
2022 Q3	$49K	Buy	+534	New	+$54.3K	﹤0.01%	1088

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

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

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

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

Wipfli Financial Advisors's FRT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q3 2022: 534 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings.

389 funds tracked by Wall St. Rank hold FRT as of Q3 2022.

Wipfli Financial Advisors held 534 shares of Federal Realty Investment Trust worth $49K as of Q3 2022.
Federal Realty Investment Trust was a new Wipfli Financial Advisors position in Q3 2022.
Federal Realty Investment Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1088 holding.
389 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.