A detailed history of Lumature Wealth Partners, LLC transactions in Federal Realty Investment Trust stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,297 shares of FRT stock, worth $258,940. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,297
Previous 2,295 0.09%
Holding current value
$258,940
Previous $226,000 1.77%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$85.92 - $98.89 $171 - $197
2 Added 0.09%
2,297 $222,000
Q1 2023

May 15, 2023

BUY
$91.12 - $114.08 $10,569 - $13,233
116 Added 5.32%
2,295 $226,000
Q4 2022

Feb 14, 2023

SELL
$89.17 - $111.09 $6,241 - $7,776
-70 Reduced 3.11%
2,179 $220,000
Q3 2022

Nov 10, 2022

BUY
$25.07 - $107.32 $3,484 - $14,917
139 Added 6.59%
2,249 $203,000
Q2 2022

Aug 10, 2022

BUY
$93.85 - $126.48 $18,863 - $25,422
201 Added 10.53%
2,110 $202,000
Q1 2022

May 13, 2022

BUY
$115.79 - $139.37 $221,043 - $266,057
1,909 New
1,909 $233,000

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 Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, 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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.