Ameritas Investment Partners’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $973K | Hold |
9,163
| – | – | 0.03% | 612 |
|
|
2025
Q4 | $924K | Hold |
9,163
| – | – | 0.03% | 644 |
|
|
2025
Q3 | $928K | Hold |
9,163
| – | – | 0.03% | 635 |
|
|
2025
Q2 | $870K | Buy |
9,163
+1,247
| +16% | +$118K | 0.03% | 655 |
|
|
2025
Q1 | $774K | Hold |
7,916
| – | – | 0.03% | 682 |
|
|
2024
Q4 | $886K | Hold |
7,916
| – | – | 0.03% | 656 |
|
|
2024
Q3 | $910K | Hold |
7,916
| – | – | 0.03% | 662 |
|
|
2024
Q2 | $799K | Hold |
7,916
| – | – | 0.03% | 677 |
|
|
2024
Q1 | $808K | Hold |
7,916
| – | – | 0.03% | 678 |
|
|
2023
Q4 | $816K | Sell |
7,916
-155
| -2% | -$14.6K | 0.03% | 674 |
|
|
2023
Q3 | $731K | Sell |
8,071
-4,400
| -35% | -$434K | 0.03% | 665 |
|
|
2023
Q2 | $1.21M | Hold |
12,471
| – | – | 0.05% | 513 |
|
|
2023
Q1 | $1.23M | Hold |
12,471
| – | – | 0.05% | 495 |
|
|
2022
Q4 | $1.27M | Buy |
12,471
+5,700
| +84% | +$577K | 0.05% | 488 |
|
|
2022
Q3 | $609K | Hold |
6,771
| – | – | 0.03% | 696 |
|
|
2022
Q2 | $647K | Sell |
6,771
-5,500
| -45% | -$617K | 0.03% | 688 |
|
|
2022
Q1 | $1.5M | Hold |
12,271
| – | – | 0.05% | 441 |
|
|
2021
Q4 | $1.67M | Hold |
12,271
| – | – | 0.06% | 410 |
|
|
2021
Q3 | $1.45M | Hold |
12,271
| – | – | 0.05% | 435 |
|
|
2021
Q2 | $1.44M | Sell |
12,271
-500
| -4% | -$56.8K | 0.05% | 451 |
|
|
2021
Q1 | $1.1M | Sell |
12,771
-175
| -1% | -$16.9K | 0.04% | 563 |
|
|
2020
Q4 | $1.1M | Buy |
12,946
+5,400
| +72% | +$449K | 0.05% | 499 |
|
|
2020
Q3 | $554K | Buy |
7,546
+1,600
| +27% | +$126K | 0.03% | 689 |
|
|
2020
Q2 | $507K | Buy |
5,946
+900
| +18% | +$72.7K | 0.02% | 704 |
|
|
2020
Q1 | $376K | Sell |
5,046
-126
| -2% | -$14.5K | 0.02% | 707 |
|
|
2019
Q4 | $666K | Sell |
5,172
-1,400
| -21% | -$186K | 0.03% | 670 |
|
|
2019
Q3 | $894K | Sell |
6,572
-121
| -2% | -$16K | 0.04% | 546 |
|
|
2019
Q2 | $861K | Hold |
6,693
| – | – | 0.04% | 571 |
|
|
2019
Q1 | $922K | Hold |
6,693
| – | – | 0.04% | 543 |
|
|
2018
Q4 | $789K | Hold |
6,693
| – | – | 0.04% | 548 |
|
|
2018
Q3 | $846K | Hold |
6,693
| – | – | 0.04% | 598 |
|
|
2018
Q2 | $846K | Sell |
6,693
-177
| -3% | -$20.9K | 0.04% | 597 |
|
|
2018
Q1 | $797K | Buy |
6,870
+2,000
| +41% | +$236K | 0.04% | 608 |
|
|
2017
Q4 | $647K | Sell |
4,870
-125
| -3% | -$16.1K | 0.03% | 681 |
|
|
2017
Q3 | $624K | Buy |
4,995
+300
| +6% | +$38.6K | 0.03% | 689 |
|
|
2017
Q2 | $593K | Hold |
4,695
| – | – | 0.03% | 714 |
|
|
2017
Q1 | $626K | Buy |
4,695
+1,200
| +34% | +$166K | 0.03% | 703 |
|
|
2016
Q4 | $496K | Hold |
3,495
| – | – | 0.02% | 748 |
|
|
2016
Q3 | $538K | Buy |
3,495
+2,093
| +149% | +$338K | 0.03% | 724 |
|
|
2016
Q2 | $232K | Buy |
1,402
+102
| +8% | +$15.9K | 0.02% | 894 |
|
|
2016
Q1 | $203K | Sell |
1,300
-9,178
| -88% | -$1.37M | 0.01% | 943 |
|
|
2015
Q4 | $1.53M | Buy |
10,478
+156
| +2% | +$22.5K | 0.1% | 203 |
|
|
2015
Q3 | $1.41M | Hold |
10,322
| – | – | 0.1% | 220 |
|
|
2015
Q2 | $1.32M | Hold |
10,322
| – | – | 0.09% | 241 |
|
|
2015
Q1 | $1.52M | Buy |
10,322
+304
| +3% | +$43.6K | 0.1% | 221 |
|
|
2014
Q4 | $1.34M | Hold |
10,018
| – | – | 0.09% | 214 |
|
|
2014
Q3 | $1.19M | Hold |
10,018
| – | – | 0.09% | 247 |
|
|
2014
Q2 | $1.21M | Sell |
10,018
-228
| -2% | -$26.9K | 0.09% | 249 |
|
|
2014
Q1 | $1.18M | Hold |
10,246
| – | – | 0.09% | 255 |
|
|
2013
Q4 | $1.04M | Sell |
10,246
-167
| -2% | -$17.4K | 0.08% | 285 |
|
|
2013
Q3 | $1.06M | Buy |
+10,413
| New | +$1.07M | 0.1% | 262 |
|
Other funds holding FRT
VPM
VCM
RC
Ameritas Investment Partners's FRT Position: Q1 2026 in Review
Ameritas Investment Partners held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 9,163 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #612.
Ameritas Investment Partners first reported a position in FRT in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.67M in Q4 2021. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.
- Ameritas Investment Partners held 9,163 shares of Federal Realty Investment Trust worth $973K as of Q1 2026.
- Ameritas Investment Partners left its Federal Realty Investment Trust share count unchanged in Q1 2026.
- Federal Realty Investment Trust made up 0.03% of Ameritas Investment Partners's portfolio in Q1 2026, its #612 holding.
- Ameritas Investment Partners first reported a position in Federal Realty Investment Trust in Q3 2013 and has held it in 51 quarters since.
- Ameritas Investment Partners's Federal Realty Investment Trust position peaked at $1.67M in Q4 2021.
- 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.