Glassman Wealth Services Federal Realty Investment Trust Transaction History

Glassman Wealth Services

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$85.71 - $107.05 $11,742 - $14,665	-137 Reduced 79.65%	35 $3,000
Q2 2023 Aug 08, 2023	BUY	$85.92 - $98.89 $257 - $296	3 Added 1.78%	172 $16,000
Q1 2023 May 04, 2023	SELL	$91.12 - $114.08 $1,275 - $1,597	-14 Reduced 7.65%	169 $16,000
Q4 2022 Feb 06, 2023	SELL	$89.17 - $111.09 $4,280 - $5,332	-48 Reduced 20.78%	183 $18,000
Q3 2022 Nov 09, 2022	BUY	$25.07 - $107.32 $225 - $965	9 Added 4.05%	231 $21,000
Q2 2022 Aug 04, 2022	BUY	$93.85 - $126.48 $20,834 - $28,078	222 New	222 $21,000

537

73M

180K

50.8K

Ticker FRT
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 80,908,200
Market Cap $8.87B
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...

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

Stay updated on Glassman Wealth Services with notifications on news.