PANAGORA ASSET MANAGEMENT INC FRT — FEDERAL REALTY INVT TR SH BEN INT NEW

Ownership history in PANAGORA ASSET MANAGEMENT INC  ·  73 quarters on record

AI Ownership Summary

PANAGORA ASSET MANAGEMENT INC reported FEDERAL REALTY INVT TR SH BEN INT NEW (FRT) in 73 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows FRT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PANAGORA ASSET MANAGEMENT INC's position in FEDERAL REALTY INVT TR SH BEN INT NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FRT stock page PANAGORA ASSET MANAGEMENT INC fund profile PANAGORA ASSET MANAGEMENT INC full holdings
How PANAGORA ASSET MANAGEMENT INC held FRT — position size vs. price
% of Fund (quarterly)    FRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6.8% +1.9% ❌ 2,619 -191 -6.8% 0.00% $265K 2025-11-13 $95.51
2025 Q2 REDUCED 11.5% +6.4% ❌ 2,810 -366 -11.5% 0.00% $267K 2025-08-13 $91.49
2025 Q1 REDUCED 46.5% -1.8% ✅ 3,176 -2,764 -46.5% 0.00% $311K 2025-05-15 $92.47
2024 Q4 ADDED — — — 5,940 +3,409 +134.7% 0.00% $665K 2025-02-13 $105.72
2024 Q3 REDUCED — — — 2,531 -1 -0.0% 0.00% $291K 2024-11-13 $106.78
2024 Q2 UNCHANGED — — — 2,532 — 0% 0.00% $256K 2024-07-29 $102.78
2024 Q1 UNCHANGED — — — 2,532 — 0% 0.00% $259K 2024-05-07 $94.55
2023 Q4 UNCHANGED — — — 2,532 — 0% 0.00% $261K 2024-02-08 $92.61
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FRT

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 1.34% ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3Y 1.12% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.92% RWC Asset Management LLP 3Y 7Y 0.76% Xcel Wealth Management, LLC 3Y 0.73% Vest Financial, LLC 3Y 0.64% Pathway Financial Advisers, LLC 0.49% MQS Management LLC 3Y 0.41% PFW Advisors LLC 0.37% Oak Thistle LLC 3Y 0.31%

FAQ About PANAGORA ASSET MANAGEMENT INC and FRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PANAGORA ASSET MANAGEMENT INC reported owning FRT?

PANAGORA ASSET MANAGEMENT INC reported FRT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FRT position in PANAGORA ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for FRT was 0.00% in 2024 Q4.

What is the latest reported FRT position on this page?

The most recent filing on this page is 2025 Q3, when PANAGORA ASSET MANAGEMENT INC reported 2,619 shares, equal to 0.00% of portfolio, with an estimated market value of $265K.

What does the chart on this FRT ownership page compare?

The chart compares PANAGORA ASSET MANAGEMENT INC's quarterly FRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PANAGORA ASSET MANAGEMENT INC time their FRT position?

Based on 13F filing dates vs. subsequent FRT price moves, PANAGORA ASSET MANAGEMENT INC correctly timed 23 out of 49 reported position changes (47%). The annualised alpha on FRT relative to SPY over the holding period was -5.5%.

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