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Federal Realty Op Lp Sh Ben Int shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federal Realty Op Lp Sh Ben Int by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $72k 700 102.12
2023-12-31 $63k 700 90.63

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
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Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Federal Realty Op Lp Sh Ben Int

Vanguard Group
Norges Bank Investment Management
Jpmorgan Chase & Co
ProShare Advisors
Massachusetts Financial Services
Charles Schwab Investment Management
Citadel Advisors
Dimensional Fund Advisors
Legal & General Group
Wells Fargo & Company
Northwood Liquid Management
Ubs Global Asset Management Americas
Bank of New York Mellon
PGGM Vermogensbeheer B.V.
APG Asset Management US

View all funds holding Federal Realty Op Lp Sh Ben Int