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Cresset Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Cresset Asset 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
Q1 		$8.29M Buy
78,099
+37,825
+94% +$3.95M 0.04% 295
2025
Q4 		$4.06M Buy
40,274
+99
+0.2% +$9.75K 0.02% 403
2025
Q3 		$4.07M Buy
40,175
+786
+2% +$76K 0.02% 387
2025
Q2 		$3.74M Buy
+39,389
New +$3.72M 0.02% 376
2022
Q4 		– Sell
-2,399
Closed -$219K – 800
2022
Q3 		$219K Buy
+2,399
New +$244K ﹤0.01% 768
2022
Q2 		– Sell
-5,264
Closed -$651K – 999
2022
Q1 		$651K Buy
+5,264
New +$648K 0.01% 523
2021
Q4 		– Sell
-12,875
Closed -$1.53M – 1181
2021
Q3 		$1.53M Buy
12,875
+2,081
+19% +$247K 0.02% 285
2021
Q2 		$1.28M Buy
10,794
+4,395
+69% +$499K 0.02% 292
2021
Q1 		$654K Buy
+6,399
New +$617K 0.01% 400
2019
Q2 		– Sell
-94
Closed -$13K – 902
2019
Q1 		$13K Buy
94
+55
+141% +$7.2K ﹤0.01% 1124
2018
Q4 		$5K Buy
+39
New +$4.9K ﹤0.01% 1014

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