A detailed history of Xcel Wealth Management, LLC transactions in Federal Realty Investment Trust stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 37,227 shares of FRT stock, worth $4.38 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
37,227
Previous 40,087 7.13%
Holding current value
$4.38 Million
Previous $4.05 Million 5.73%
% of portfolio
1.27%
Previous 1.28%

Shares

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

Oct 21, 2024

SELL
$100.42 - $117.38 $287,201 - $335,706
-2,860 Reduced 7.13%
37,227 $4.28 Million
Q2 2024

Jul 23, 2024

SELL
$96.43 - $104.91 $9,932 - $10,805
-103 Reduced 0.26%
40,087 $4.05 Million
Q1 2024

Apr 22, 2024

SELL
$97.4 - $104.47 $56,005 - $60,070
-575 Reduced 1.41%
40,190 $4.1 Million
Q4 2023

Jan 29, 2024

SELL
$85.71 - $107.05 $21,170 - $26,441
-247 Reduced 0.6%
40,765 $4.2 Million
Q3 2023

Oct 17, 2023

SELL
$90.4 - $103.93 $97,180 - $111,724
-1,075 Reduced 2.55%
41,012 $3.72 Million
Q2 2023

Jul 26, 2023

BUY
$85.92 - $98.89 $138,331 - $159,212
1,610 Added 3.98%
42,087 $4.07 Million
Q1 2023

Apr 25, 2023

BUY
$91.12 - $114.08 $237,367 - $297,178
2,605 Added 6.88%
40,477 $4 Million
Q4 2022

Jan 19, 2023

BUY
$89.17 - $111.09 $236,300 - $294,388
2,650 Added 7.52%
37,872 $3.83 Million
Q3 2022

Oct 20, 2022

BUY
$25.07 - $107.32 $883,015 - $3.78 Million
35,222 New
35,222 $3.17 Million
Q2 2022

Jul 26, 2022

SELL
$93.85 - $126.48 $154,852 - $208,692
-1,650 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$115.79 - $139.37 $191,053 - $229,960
1,650 New
1,650 $201,000

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 $9.51B
  • 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 Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, 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 Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.