Jones Financial Companies’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
$3.25M Buy
31,611
+13,250
+72% +$1.38M ﹤0.01% 1241
2025
Q4
$1.85M Buy
18,361
+9,612
+110% +$947K ﹤0.01% 987
2025
Q3
$871K Buy
8,749
+3,350
+62% +$324K ﹤0.01% 1185
2025
Q2
$511K Buy
5,399
+2,900
+116% +$274K ﹤0.01% 1268
2025
Q1
$242K Buy
2,499
+110
+5% +$11.4K ﹤0.01% 1421
2024
Q4
$267K Buy
2,389
+332
+16% +$37.5K ﹤0.01% 1223
2024
Q3
$235K Buy
2,057
+750
+57% +$83.7K ﹤0.01% 1081
2024
Q2
$132K Buy
1,307
+1,237
+1,767% +$125K ﹤0.01% 952
2024
Q1
$7.15K Buy
+70
New +$7.08K ﹤0.01% 1125

Other funds holding FRT