FORA Capital’s Federal Realty Investment Trust FRT Stock Holding History

FORA Capital’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
2025 Q4	–	Sell	-2,083	Closed	-$211K	–	513
2025 Q3	$211K	Sell	2,083 -9,809	-82%	-$948K	0.04%	433
2025 Q2	$1.13M	Buy	11,892 +5,103	+75%	+$482K	0.13%	200
2025 Q1	$664K	Buy	+6,789	New	+$705K	0.07%	289
2022 Q2	–	Sell	-4,339	Closed	-$538K	–	516
2022 Q1	$538K	Buy	4,339 +1,918	+79%	+$236K	0.1%	271
2021 Q4	$330K	Buy	+2,421	New	+$307K	0.13%	212
2021 Q3	–	Sell	-450	Closed	-$53K	–	535
2021 Q2	$53K	Buy	+450	New	+$51.1K	0.01%	701
2021 Q1	–	Sell	-2,964	Closed	-$252K	–	882
2020 Q4	$252K	Buy	+2,964	New	+$247K	0.04%	456
2020 Q3	–	Sell	-1,273	Closed	-$108K	–	759
2020 Q2	$108K	Sell	1,273 -2,241	-64%	-$181K	0.04%	470
2020 Q1	$262K	Sell	3,514 -2,896	-45%	-$333K	0.06%	384
2019 Q4	$825K	Buy	+6,410	New	+$852K	0.08%	286

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FORA Capital's FRT Position: Q4 2025 in Review

FORA Capital sold out of Federal Realty Investment Trust (FRT) in Q4 2025, closing a stake of 2,083 shares — an estimated $211K sold.

FORA Capital first reported a position in FRT in Q4 2019 and held it in 10 quarters. The position peaked at $1.13M in Q2 2025. 526 funds tracked by Wall St. Rank hold FRT as of Q4 2025.

FORA Capital reported no remaining Federal Realty Investment Trust position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 2,083 Federal Realty Investment Trust shares in Q4 2025, an estimated $211K.
FORA Capital first reported a position in Federal Realty Investment Trust in Q4 2019 and held it in 10 quarters.
FORA Capital's Federal Realty Investment Trust position peaked at $1.13M in Q2 2025.
526 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.