A detailed history of Wealthspire Advisors, LLC transactions in Federal Realty Investment Trust stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,933 shares of FRT stock, worth $330,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,933
Holding current value
$330,637
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$100.42 - $117.38 $294,531 - $344,275
2,933 New
2,933 $337,000
Q4 2023

Feb 06, 2024

SELL
$85.71 - $107.05 $290,899 - $363,327
-3,394 Reduced 61.99%
2,081 $214,000
Q3 2023

Nov 06, 2023

BUY
$90.4 - $103.93 $55,957 - $64,332
619 Added 12.75%
5,475 $496,000
Q2 2023

Jul 31, 2023

SELL
$85.92 - $98.89 $171 - $197
-2 Reduced 0.04%
4,856 $469,000
Q1 2023

May 09, 2023

SELL
$91.12 - $114.08 $11,298 - $14,145
-124 Reduced 2.49%
4,858 $480,000
Q4 2022

Feb 13, 2023

BUY
$89.17 - $111.09 $12,037 - $14,997
135 Added 2.79%
4,982 $503,000
Q3 2022

Nov 14, 2022

BUY
$25.07 - $107.32 $121,514 - $520,180
4,847 New
4,847 $438,000

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 $9.12B
  • 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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.