Contravisory Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Contravisory Investment Management’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Buy	9,708 +8,947	+1,176%	+$1.04M	0.21%	85
2026 Q1	$80.8K	Buy	+761	New	+$79.5K	0.02%	245
2025 Q1	–	Sell	-4,359	Closed	-$488K	–	400
2024 Q4	$488K	Hold	4,359	–	–	0.1%	139
2024 Q3	$501K	Buy	+4,359	New	+$486K	0.11%	133
2022 Q3	–	Sell	-4,325	Closed	-$414K	–	335
2022 Q2	$414K	Sell	4,325 -51	-1%	-$5.72K	0.13%	94
2022 Q1	$534K	Sell	4,376 -536	-11%	-$66K	0.15%	80
2021 Q4	$670K	Buy	4,912 +556	+13%	+$70.5K	0.18%	73
2021 Q3	$514K	Buy	4,356 +917	+27%	+$109K	0.16%	74
2021 Q2	$403K	Buy	+3,439	New	+$390K	0.12%	111
2020 Q1	–	Sell	-2,537	Closed	-$327K	–	293
2019 Q4	$327K	Buy	2,537 +33	+1%	+$4.38K	0.12%	115
2019 Q3	$341K	Sell	2,504 -27	-1%	-$3.56K	0.13%	98
2019 Q2	$326K	Buy	2,531 +3	+0.1%	+$398	0.13%	111
2019 Q1	$348K	Sell	2,528 -57	-2%	-$7.46K	0.13%	99
2018 Q4	$305K	Buy	2,585 +168	+7%	+$21.1K	0.13%	100
2018 Q3	$306K	Buy	+2,417	New	+$307K	0.11%	112

Other funds holding FRT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return