Independent Advisor Alliance’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 | $749K | Sell |
7,055
-428
| -6% | -$44.7K | 0.01% | 962 |
|
|
2025
Q4 | $754K | Buy |
7,483
+1,329
| +22% | +$131K | 0.02% | 542 |
|
|
2025
Q3 | $623K | Sell |
6,154
-19
| -0.3% | -$1.84K | 0.02% | 560 |
|
|
2025
Q2 | $586K | Buy |
6,173
+263
| +4% | +$24.9K | 0.02% | 540 |
|
|
2025
Q1 | $578K | Sell |
5,910
-675
| -10% | -$70.1K | 0.02% | 496 |
|
|
2024
Q4 | $737K | Buy |
6,585
+438
| +7% | +$49.5K | 0.01% | 819 |
|
|
2024
Q3 | $707K | Sell |
6,147
-197
| -3% | -$22K | 0.03% | 392 |
|
|
2024
Q2 | $641K | Sell |
6,344
-1,199
| -16% | -$121K | 0.02% | 406 |
|
|
2024
Q1 | $770K | Sell |
7,543
-431
| -5% | -$43.6K | 0.03% | 364 |
|
|
2023
Q4 | $822K | Sell |
7,974
-2,572
| -24% | -$243K | 0.03% | 339 |
|
|
2023
Q3 | $956K | Sell |
10,546
-1,199
| -10% | -$118K | 0.04% | 299 |
|
|
2023
Q2 | $1.14M | Sell |
11,745
-1,846
| -14% | -$174K | 0.05% | 284 |
|
|
2023
Q1 | $1.34M | Buy |
13,591
+841
| +7% | +$87.9K | 0.06% | 249 |
|
|
2022
Q4 | $1.29K | Buy |
12,750
+1,187
| +10% | +$120K | ﹤0.01% | 284 |
|
|
2022
Q3 | $1.04M | Buy |
11,563
+2,152
| +23% | +$219K | 0.06% | 258 |
|
|
2022
Q2 | $901K | Buy |
+9,411
| New | +$1.06M | 0.05% | 286 |
|
|
2022
Q1 | – | Sell |
-10,352
| Closed | -$1.41M | – | 692 |
|
|
2021
Q4 | $1.41M | Buy |
10,352
+2,276
| +28% | +$289K | 0.07% | 223 |
|
|
2021
Q3 | $953K | Sell |
8,076
-266
| -3% | -$31.5K | 0.05% | 275 |
|
|
2021
Q2 | $977K | Buy |
8,342
+100
| +1% | +$11.4K | 0.05% | 282 |
|
|
2021
Q1 | $836K | Buy |
8,242
+307
| +4% | +$29.6K | 0.05% | 281 |
|
|
2020
Q4 | $675K | Sell |
7,935
-587
| -7% | -$48.8K | 0.05% | 290 |
|
|
2020
Q3 | $626K | Buy |
8,522
+721
| +9% | +$56.8K | 0.05% | 248 |
|
|
2020
Q2 | $665K | Buy |
7,801
+2,008
| +35% | +$162K | 0.07% | 215 |
|
|
2020
Q1 | $432K | Sell |
5,793
-355
| -6% | -$40.9K | 0.06% | 229 |
|
|
2019
Q4 | $791K | Buy |
6,148
+986
| +19% | +$131K | 0.03% | 430 |
|
|
2019
Q3 | $703K | Buy |
5,162
+1,836
| +55% | +$242K | 0.09% | 201 |
|
|
2019
Q2 | $428K | Buy |
3,326
+672
| +25% | +$89.2K | 0.06% | 237 |
|
|
2019
Q1 | $366K | Buy |
+2,654
| New | +$347K | 0.05% | 273 |
|
|
2018
Q4 | – | Sell |
-1,795
| Closed | -$225K | – | 428 |
|
|
2018
Q3 | $225K | Sell |
1,795
-544
| -23% | -$69.1K | 0.05% | 320 |
|
|
2018
Q2 | $296K | Buy |
2,339
+192
| +9% | +$22.7K | 0.07% | 247 |
|
|
2018
Q1 | $248K | Buy |
+2,147
| New | +$253K | 0.06% | 282 |
|
Other funds holding FRT
VPM
VCM
RC
