Chicago Partners Investment Group’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	$948K	Buy	8,611 +3,534	+70%	+$369K	0.02%	576
2025 Q4	$517K	Buy	5,077 +2,312	+84%	+$228K	0.01%	746
2025 Q3	$271K	Buy	+2,765	New	+$267K	0.01%	1009
2018 Q4	–	Sell	-700	Closed	-$88K	–	538
2018 Q3	$88K	Hold	700	–	–	0.01%	431
2018 Q2	$89K	Hold	700	–	–	0.01%	402
2018 Q1	$81K	Hold	700	–	–	0.01%	382
2017 Q4	$93K	Hold	700	–	–	0.02%	365
2017 Q3	$87K	Buy	+700	New	+$90K	0.01%	362
2017 Q2	–	Sell	-700	Closed	-$93K	–	693
2017 Q1	$93K	Hold	700	–	–	0.03%	256
2016 Q4	$99K	Hold	700	–	–	0.04%	232
2016 Q3	$108K	Hold	700	–	–	0.04%	226
2016 Q2	$116K	Hold	700	–	–	0.06%	181
2016 Q1	$109K	Hold	700	–	–	0.06%	173
2015 Q4	$102K	Hold	700	–	–	0.05%	225
2015 Q3	$96K	Hold	700	–	–	0.05%	187
2015 Q2	$90K	Sell	700 -72	-9%	-$9.78K	0.04%	198
2015 Q1	$103K	Buy	772 +72	+10%	+$10.3K	0.05%	178
2014 Q4	$93K	Buy	+700	New	+$90.9K	0.04%	184