Creative Planning’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 | $10.1M | Buy |
95,267
+19,890
| +26% | +$2.08M | 0.01% | 685 |
|
|
2025
Q4 | $7.6M | Buy |
75,377
+43,753
| +138% | +$4.31M | 0.01% | 738 |
|
|
2025
Q3 | $3.2M | Buy |
31,624
+21,416
| +210% | +$2.07M | ﹤0.01% | 1173 |
|
|
2025
Q2 | $970K | Buy |
10,208
+2,320
| +29% | +$219K | ﹤0.01% | 1874 |
|
|
2025
Q1 | $772K | Sell |
7,888
-2,942
| -27% | -$306K | ﹤0.01% | 1933 |
|
|
2024
Q4 | $1.21M | Buy |
10,830
+3,046
| +39% | +$344K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $895K | Buy |
7,784
+1,230
| +19% | +$137K | ﹤0.01% | 1604 |
|
|
2024
Q2 | $662K | Sell |
6,554
-229
| -3% | -$23.1K | ﹤0.01% | 1723 |
|
|
2024
Q1 | $693K | Buy |
6,783
+15
| +0.2% | +$1.52K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $697K | Buy |
6,768
+1,512
| +29% | +$143K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $476K | Sell |
5,256
-123
| -2% | -$12.1K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $521K | Buy |
5,379
+1,922
| +56% | +$181K | ﹤0.01% | 1526 |
|
|
2023
Q1 | $342K | Sell |
3,457
-1,476
| -30% | -$154K | ﹤0.01% | 1716 |
|
|
2022
Q4 | $498K | Buy |
4,933
+1,293
| +36% | +$131K | ﹤0.01% | 1432 |
|
|
2022
Q3 | $328K | Buy |
3,640
+800
| +28% | +$81.3K | ﹤0.01% | 1588 |
|
|
2022
Q2 | $272K | Buy |
2,840
+106
| +4% | +$11.9K | ﹤0.01% | 1682 |
|
|
2022
Q1 | $334K | Buy |
2,734
+1,142
| +72% | +$141K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $217K | Buy |
+1,592
| New | +$202K | ﹤0.01% | 1820 |
|
|
2017
Q4 | – | Sell |
-3,044
| Closed | -$378K | – | 1943 |
|
|
2017
Q3 | $378K | Buy |
3,044
+513
| +20% | +$66K | ﹤0.01% | 1191 |
|
|
2017
Q2 | $320K | Sell |
2,531
-74
| -3% | -$9.54K | ﹤0.01% | 1252 |
|
|
2017
Q1 | $348K | Buy |
2,605
+2,136
| +455% | +$295K | ﹤0.01% | 1177 |
|
|
2016
Q4 | $67K | Sell |
469
-124
| -21% | -$17.6K | ﹤0.01% | 2150 |
|
|
2016
Q3 | $91K | Buy |
593
+251
| +73% | +$40.6K | ﹤0.01% | 1911 |
|
|
2016
Q2 | $57K | Sell |
342
-18
| -5% | -$2.8K | ﹤0.01% | 2048 |
|
|
2016
Q1 | $56K | Sell |
360
-90
| -20% | -$13.5K | ﹤0.01% | 2015 |
|
|
2015
Q4 | $66K | Buy |
450
+225
| +100% | +$32.5K | ﹤0.01% | 1891 |
|
|
2015
Q3 | $31K | Buy |
+225
| New | +$30K | ﹤0.01% | 2398 |
|
|
2015
Q2 | – | Sell |
-19
| Closed | -$3K | – | 1766 |
|
|
2015
Q1 | $3K | Sell |
19
-130
| -87% | -$18.7K | ﹤0.01% | 3737 |
|
|
2014
Q4 | $20K | Sell |
149
-149
| -50% | -$19.3K | ﹤0.01% | 2653 |
|
|
2014
Q3 | $35K | Sell |
298
-53
| -15% | -$6.5K | ﹤0.01% | 2160 |
|
|
2014
Q2 | $42K | Sell |
351
-122
| -26% | -$14.4K | ﹤0.01% | 1980 |
|
|
2014
Q1 | $54K | Buy |
473
+50
| +12% | +$5.46K | ﹤0.01% | 1750 |
|
|
2013
Q4 | $43K | Sell |
423
-513
| -55% | -$53.5K | ﹤0.01% | 1709 |
|
|
2013
Q3 | $95K | Buy |
936
+513
| +121% | +$52.5K | ﹤0.01% | 1145 |
|
|
2013
Q2 | $44K | Buy |
+423
| New | +$46.7K | ﹤0.01% | 1452 |
|
Other funds holding FRT
VPM
VCM
RC
