CI Investments Inc’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
Q2 | $284K | Buy |
+2,301
| New | +$268K | ﹤0.01% | 712 |
|
|
2025
Q4 | – | Sell |
-679
| Closed | -$69K | – | 883 |
|
|
2025
Q3 | $69K | Sell |
679
-341
| -33% | -$33K | ﹤0.01% | 957 |
|
|
2025
Q2 | $97K | Sell |
1,020
-238
| -19% | -$22.5K | ﹤0.01% | 911 |
|
|
2025
Q1 | $123K | Buy |
1,258
+28
| +2% | +$2.91K | ﹤0.01% | 851 |
|
|
2024
Q4 | $138K | Buy |
1,230
+82
| +7% | +$9.27K | ﹤0.01% | 843 |
|
|
2024
Q3 | $132K | Buy |
1,148
+104
| +10% | +$11.6K | ﹤0.01% | 774 |
|
|
2024
Q2 | $105K | Buy |
1,044
+9
| +0.9% | +$908 | ﹤0.01% | 800 |
|
|
2024
Q1 | $106K | Buy |
1,035
+193
| +23% | +$19.5K | ﹤0.01% | 880 |
|
|
2023
Q4 | $87K | Buy |
842
+62
| +8% | +$5.85K | ﹤0.01% | 868 |
|
|
2023
Q3 | $71K | Buy |
780
+5
| +0.6% | +$493 | ﹤0.01% | 893 |
|
|
2023
Q2 | $75K | Buy |
775
+73
| +10% | +$6.86K | ﹤0.01% | 854 |
|
|
2023
Q1 | $69K | Buy |
702
+56
| +9% | +$5.86K | ﹤0.01% | 821 |
|
|
2022
Q4 | $65K | Buy |
646
+358
| +124% | +$36.3K | ﹤0.01% | 857 |
|
|
2022
Q3 | $26K | Sell |
288
-16
| -5% | -$1.63K | ﹤0.01% | 977 |
|
|
2022
Q2 | $29K | Sell |
304
-232
| -43% | -$26K | ﹤0.01% | 912 |
|
|
2022
Q1 | $65K | Hold |
536
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $73K | Buy |
536
+532
| +13,300% | +$67.5K | ﹤0.01% | 957 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | +$474 | ﹤0.01% | 1303 |
|
|
2020
Q4 | – | Sell |
-411
| Closed | -$30K | – | 997 |
|
|
2020
Q3 | $30K | Sell |
411
-39,192
| -99% | -$3.09M | ﹤0.01% | 799 |
|
|
2020
Q2 | $3.38M | Sell |
39,603
-29,241
| -42% | -$2.36M | 0.02% | 292 |
|
|
2020
Q1 | $5.14M | Sell |
68,844
-560
| -0.8% | -$64.5K | 0.03% | 239 |
|
|
2019
Q4 | $8.93M | Sell |
69,404
-417
| -0.6% | -$55.4K | 0.05% | 227 |
|
|
2019
Q3 | $9.51M | Sell |
69,821
-53,390
| -43% | -$7.04M | 0.05% | 205 |
|
|
2019
Q2 | $15.9M | Sell |
123,211
-279
| -0.2% | -$37K | 0.09% | 178 |
|
|
2019
Q1 | $17M | Buy |
123,490
+85
| +0.1% | +$11.1K | 0.1% | 166 |
|
|
2018
Q4 | $14.6M | Buy |
123,405
+100
| +0.1% | +$12.6K | 0.09% | 170 |
|
|
2018
Q3 | $15.6M | Buy |
123,305
+7,505
| +6% | +$953K | 0.12% | 165 |
|
|
2018
Q2 | $14.7M | Buy |
+115,800
| New | +$13.7M | 0.12% | 160 |
|
|
2017
Q2 | – | Sell |
-4,870
| Closed | -$650K | – | 194 |
|
|
2017
Q1 | $650K | Buy |
4,870
+4,400
| +936% | +$608K | 0.01% | 177 |
|
|
2016
Q4 | $67K | Hold |
470
| – | – | ﹤0.01% | 199 |
|
|
2016
Q3 | $72K | Buy |
470
+50
| +12% | +$8.08K | ﹤0.01% | 205 |
|
|
2016
Q2 | $70K | Buy |
420
+20
| +5% | +$3.11K | ﹤0.01% | 189 |
|
|
2016
Q1 | $62K | Buy |
400
+265
| +196% | +$39.7K | ﹤0.01% | 175 |
|
|
2015
Q4 | $20K | Buy |
135
+100
| +286% | +$14.4K | ﹤0.01% | 173 |
|
|
2015
Q3 | $5K | Buy |
+35
| New | +$4.67K | ﹤0.01% | 177 |
|
Other funds holding FRT
RC
CI Investments Inc's FRT Position: Q2 2026 in Review
CI Investments Inc opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 2,301 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in FRT as recently as Q3 2025.
CI Investments Inc first reported a position in FRT in Q3 2015 and has held it in 35 quarters since. The position peaked at $17M in Q1 2019. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.
- CI Investments Inc held 2,301 shares of Federal Realty Investment Trust worth $284K as of Q2 2026.
- Federal Realty Investment Trust was a new CI Investments Inc position in Q2 2026.
- Federal Realty Investment Trust made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #712 holding.
- CI Investments Inc first reported a position in Federal Realty Investment Trust in Q3 2015 and has held it in 35 quarters since.
- CI Investments Inc's Federal Realty Investment Trust position peaked at $17M in Q1 2019.
- 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.
Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.