Lumature Wealth Partners »

Federal Realty Op Lp Sh Ben Int shares owned by Lumature Wealth Partners

Quarter-by-quarter ownership of Federal Realty Op Lp Sh Ben Int (FRT) shares owned by Lumature Wealth Partners from 13F filings

Historical chart of Lumature Wealth Partners investment in Federal Realty Op Lp Sh Ben Int

Tip: Access up to 7 years of quarterly data

All positions including Federal Realty Op Lp Sh Ben Int held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Federal Realty Op Lp Sh Ben Int by Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $222k 2.3k 96.77
2023-03-31 $227k 2.3k 98.83
2022-12-31 $220k 2.2k 101.04
2022-09-30 $203k 2.2k 90.26
2022-06-30 $202k 2.1k 95.73
2022-03-31 $233k 1.9k 122.05

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding Federal Realty Op Lp Sh Ben Int

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ProShare Advisors
Northwood Liquid Management
Charles Schwab Investment Management
Dimensional Fund Advisors
Legal & General Group
Wells Fargo & Company
Morgan Stanley
Clark Capital Management Group
Ubs Global Asset Management Americas
Northern Trust

View all funds holding Federal Realty Op Lp Sh Ben Int