Edgestream Partners’s Federal Realty Investment Trust FRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
138,824
+92,954
+203% +$8.83M 0.37% 23
2025
Q1
$4.49M Buy
45,870
+35,118
+327% +$3.44M 0.15% 255
2024
Q4
$1.2M Sell
10,752
-11,125
-51% -$1.25M 0.05% 517
2024
Q3
$2.52M Buy
21,877
+2,256
+11% +$259K 0.11% 336
2024
Q2
$1.98M Buy
+19,621
New +$1.98M 0.1% 336
2023
Q3
Sell
-18,967
Closed -$1.84M 865
2023
Q2
$1.84M Sell
18,967
-47,622
-72% -$4.61M 0.17% 205
2023
Q1
$6.58M Buy
+66,589
New +$6.58M 0.73% 14
2022
Q4
Sell
-26,700
Closed -$2.41M 547
2022
Q3
$2.41M Sell
26,700
-9,496
-26% -$856K 0.19% 175
2022
Q2
$3.47M Buy
36,196
+29,220
+419% +$2.8M 0.27% 122
2022
Q1
$852K Buy
+6,976
New +$852K 0.07% 351