Cerity Partners’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
12,495
+6,319
| +102% | +$600K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $604K | Sell |
6,176
-586
| -9% | -$57.3K | ﹤0.01% | 1656 |
|
|
2024
Q4 | $766K | Buy |
6,762
+2,380
| +54% | +$270K | ﹤0.01% | 1541 |
|
|
2024
Q3 | $504K | Buy |
4,382
+1,401
| +47% | +$161K | ﹤0.01% | 1771 |
|
|
2024
Q2 | $301K | Sell |
2,981
-373
| -11% | -$37.7K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $343K | Buy |
+3,354
| New | +$343K | ﹤0.01% | 1793 |
|
|
2023
Q4 | – | Sell |
-3,668
| Closed | -$333K | – | 1859 |
|
|
2023
Q3 | $333K | Buy |
+3,668
| New | +$333K | ﹤0.01% | 1114 |
|
|
2020
Q2 | – | Sell |
-5,505
| Closed | -$411K | – | 466 |
|
|
2020
Q1 | $411K | Buy |
+5,505
| New | +$411K | 0.03% | 304 |
|