SecurityFRT / Federal Realty Investment Trust
InstitutionIndependent Advisor Alliance
Shares2,339
Value $ 296,000
Related FRT.PRC / Federal Realty Investment Trust
313747AS6 / Federal Realty Invs Trst 3.0% 08/01/22
313747AL1 / Federal Realty Inv Trust 5.65% Bonds 6/1/16
313747AN7 / Federal Realty Inv Trust 6.2% Bonds 1/15/17
313747AF4 / Federal Realty Invt Tr Debentures 7.48% 08/15/26
313747AP2 / Federal Realty Invt Tr Notes 5.4% 12/01/13
313747AR8 / Federal Realty Invt Tr Notes 5.9% 04/01/20
313747AQ0 / Federal Realty Invt Tr Notes 5.95% 08/15/14
313918AA2 / Federal Rlty Invt Tr Mtn Put 6.82% 08/01/27

Independent Advisor Alliance reports 8.94% increase in ownership of FRT / Federal Realty Investment Trust

August 08, 2018 - Independent Advisor Alliance has filed a 13F-HR form disclosing ownership of 2,339 shares of Federal Realty Investment Trust (NYSE:FRT) with total holdings valued at $296,000 USD as of June 30, 2018. Independent Advisor Alliance had filed a previous 13F-HR on May 15, 2018 disclosing 2,147 shares of Federal Realty Investment Trust at a value of $248,000 USD. This represents a change in shares of 8.94 percent and a change in value of 19.35 percent during the quarter.

Other investors with positions similar to Independent Advisor Alliance include Contravisory Investment Management, Inc., Cigna Investments Inc /new, Heritage Investors Management Corp, Amica Pension Fund Board Of Trustees, Lafayette Investments, Inc., and Keybank National Association/oh.

Federal Realty Investment Trust has declared a standard industrial code (sic) of 6798 which is the "Real Estate Investment Trusts" industry. Independent Advisor Alliance's top industries are "Agricultural Services" (sic 07), "Coal Mining" (sic 12), and "Building Construction General Contractors And Operative Builders" (sic 15).

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Effective
Date
Form Security Class CUSIP Share
Price
Shares Change
(%)
Value
(x1000)
Change
(%)
Cost
(x1000)
Profit
(x1000)
Return
(%)
2018-06-30 13F-HR FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 121.03 2,339 8.94 296 19.35 23 25 9.98
2018-03-31 13F-HR FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 2,147 248 248 0
2017-03-31 13F-HR FEDL RLTY INVT TR SBI Common Stock 313747206 0 -100.00 0 -100.00 0 0
2016-12-31 13F-HR FEDL RLTY INVT TR SBI Common Stock 313747206 7 985

Related SEC Filings

FRT / Federal Realty Investment Trust / STATE STREET CORP - FEDERAL REALTY INVESTMENT TRUST (Passive Investment)

2018-02-16 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 ANNUAL FILING FEDERAL REALTY INVESTMENT TRUST (NAME OF ISSUER) REIT (TITLE OF CLASS OF SECURITIES) 313747206 (CUSIP NUMBER) 12/31/2017 (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) CHECK THE APPROPRIATE BOX TO DESIGNATE THE RULE PURSUANT TO WHICH THIS SCHEDULE IS FILED: (X) RULE 13D-1 (B) ( ) RULE 13D-1 (C) ( ) RULE 13D-1 (D) *THE REMAINDER OF THIS COVER PAGE S

FRT / Federal Realty Investment Trust / STATE STREET CORP - FEDERAL REALTY INVESTMENT TRUST (Passive Investment)

2018-02-16 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 ANNUAL FILING FEDERAL REALTY INVESTMENT TRUST (NAME OF ISSUER) REIT (TITLE OF CLASS OF SECURITIES) 313747206 (CUSIP NUMBER) 12/31/2017 (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) CHECK THE APPROPRIATE BOX TO DESIGNATE THE RULE PURSUANT TO WHICH THIS SCHEDULE IS FILED: (X) RULE 13D-1 (B) ( ) RULE 13D-1 (C) ( ) RULE 13D-1 (D) *THE REMAINDER OF THIS COVER PAGE S

FRT / Federal Realty Investment Trust / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-09 sec.gov
federalrealtyinvestmenttrust.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 14 )*       Name of issuer:  Federal Realty Investment Trust     Title of Class of Securities:  REIT     CUSIP Number:  313747206     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule i

FRT / Federal Realty Investment Trust / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-09 sec.gov
federalrealtyinvestmenttrust.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 14 )*       Name of issuer:  Federal Realty Investment Trust     Title of Class of Securities:  REIT     CUSIP Number:  313747206     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule i

FRT / Federal Realty Investment Trust / Invesco Ltd. - SEC SCHEDULE 13G (Passive Investment)

2018-02-07 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Federal Realty Investment Trust (Name of Issuer) Real Estate Investment Trust (Title of Class of Securities) 313747206 (CUSIP Number) December 29, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Ru

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CUSIP: 313747206