FORA Capital’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 | $1.13M | Buy |
11,892
+5,103
| +75% | +$485K | 0.13% | 200 |
|
2025
Q1 | $664K | Buy |
+6,789
| New | +$664K | 0.07% | 289 |
|
2022
Q2 | – | Sell |
-4,339
| Closed | -$538K | – | 516 |
|
2022
Q1 | $538K | Buy |
4,339
+1,918
| +79% | +$238K | 0.1% | 271 |
|
2021
Q4 | $330K | Buy |
+2,421
| New | +$330K | 0.13% | 212 |
|
2021
Q3 | – | Sell |
-450
| Closed | -$53K | – | 535 |
|
2021
Q2 | $53K | Buy |
+450
| New | +$53K | 0.01% | 701 |
|
2021
Q1 | – | Sell |
-2,964
| Closed | -$252K | – | 882 |
|
2020
Q4 | $252K | Buy |
+2,964
| New | +$252K | 0.04% | 456 |
|
2020
Q3 | – | Sell |
-1,273
| Closed | -$108K | – | 759 |
|
2020
Q2 | $108K | Sell |
1,273
-2,241
| -64% | -$190K | 0.04% | 470 |
|
2020
Q1 | $262K | Sell |
3,514
-2,896
| -45% | -$216K | 0.06% | 384 |
|
2019
Q4 | $825K | Buy |
+6,410
| New | +$825K | 0.08% | 286 |
|