Ken Fisher’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
$7.29M Buy
68,648
+12,941
+23% +$1.35M ﹤0.01% 425
2025
Q4
$5.62M Buy
55,707
+105
+0.2% +$10.3K ﹤0.01% 456
2025
Q3
$5.63M Sell
55,602
-141
-0.3% -$13.6K ﹤0.01% 464
2025
Q2
$5.3M Buy
55,743
+120
+0.2% +$11.3K ﹤0.01% 474
2025
Q1
$5.44M Sell
55,623
-472
-0.8% -$49K ﹤0.01% 480
2024
Q4
$6.28M Buy
56,095
+22
+0% +$2.49K ﹤0.01% 475
2024
Q3
$6.45M Sell
56,073
-35
-0.1% -$3.91K ﹤0.01% 462
2024
Q2
$5.67M Buy
56,108
+35
+0.1% +$3.53K ﹤0.01% 479
2024
Q1
$5.73M Sell
56,073
-177
-0.3% -$17.9K ﹤0.01% 489
2023
Q4
$5.8M Sell
56,250
-16,324
-22% -$1.54M ﹤0.01% 470
2023
Q3
$6.58M Sell
72,574
-11,331
-14% -$1.12M ﹤0.01% 485
2023
Q2
$8.12M Sell
83,905
-681
-0.8% -$64K ﹤0.01% 476
2023
Q1
$8.45M Sell
84,586
-584
-0.7% -$61.1K 0.01% 476
2022
Q4
$8.61M Buy
+85,170
New +$8.62M 0.01% 459

Other funds holding FRT

Ken Fisher's FRT Position: Q1 2026 in Review

Ken Fisher increased its Federal Realty Investment Trust (FRT) stake by 23% in Q1 2026, buying an estimated $1.35M and bringing the position to 68,648 shares worth $7.29M. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Ken Fisher first reported a position in FRT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.61M in Q4 2022. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Ken Fisher held 68,648 shares of Federal Realty Investment Trust worth $7.29M as of Q1 2026.
  • Ken Fisher bought 12,941 Federal Realty Investment Trust shares in Q1 2026, an estimated $1.35M.
  • Federal Realty Investment Trust made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #425 holding.
  • Ken Fisher first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 14 quarters since.
  • Ken Fisher's Federal Realty Investment Trust position peaked at $8.61M in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.