A detailed history of Ever Source Wealth Advisors, LLC transactions in Federal Realty Investment Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 545 shares of FRT stock, worth $62,309. This represents 0.0% of its overall portfolio holdings.

Number of Shares
545
Previous 545 -0.0%
Holding current value
$62,309
Previous $55,000 12.73%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$96.43 - $104.91 $289 - $314
3 Added 0.55%
545 $55,000
Q1 2024

Jun 11, 2024

BUY
$97.4 - $104.47 $24,544 - $26,326
252 Added 86.9%
542 $55,000
Q4 2023

Feb 09, 2024

SELL
$85.71 - $107.05 $18,341 - $22,908
-214 Reduced 42.46%
290 $29,000
Q2 2023

Aug 04, 2023

BUY
$85.92 - $98.89 $9,794 - $11,273
114 Added 29.23%
504 $48,000
Q4 2022

Feb 09, 2023

BUY
$89.17 - $111.09 $30,941 - $38,548
347 Added 806.98%
390 $39,000
Q2 2022

Aug 01, 2022

BUY
$93.85 - $126.48 $1,501 - $2,023
16 Added 59.26%
43 $5,000
Q4 2021

Feb 07, 2022

BUY
$119.87 - $137.12 $3,236 - $3,702
27 New
27 $4,000

Others Institutions Holding FRT

About FEDERAL REALTY INVESTMENT TRUST


  • Ticker FRT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 80,908,200
  • Market Cap $9.25B
  • Description
  • Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as San Francisco and Los Angeles. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in...
More about FRT
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