Kesler Norman & Wride’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
Q2
$1.63M Sell
13,206
-444
-3% -$51.7K 0.26% 98
2026
Q1
$1.45M Sell
13,650
-135
-1% -$14.1K 0.25% 95
2025
Q4
$1.39M Buy
13,785
+1,780
+15% +$175K 0.24% 95
2025
Q3
$1.34M Sell
12,005
-804
-6% -$77.7K 0.26% 86
2025
Q2
$1.22M Buy
12,809
+76
+0.6% +$7.18K 0.22% 98
2025
Q1
$1.25M Buy
12,733
+728
+6% +$75.6K 0.24% 93
2024
Q4
$1.34M Buy
12,005
+1,095
+10% +$124K 0.29% 81
2024
Q3
$1.25M Sell
10,910
-1,078
-9% -$120K 0.25% 90
2024
Q2
$1.21M Sell
11,988
-4,174
-26% -$421K 0.26% 93
2024
Q1
$1.65M Sell
16,162
-1,572
-9% -$159K 0.35% 84
2023
Q4
$1.83M Buy
17,734
+169
+1% +$15.9K 0.42% 70
2023
Q3
$1.59M Sell
17,565
-363
-2% -$35.8K 0.4% 78
2023
Q2
$1.73M Buy
17,928
+145
+0.8% +$13.6K 0.42% 76
2023
Q1
$1.76M Buy
17,783
+752
+4% +$78.6K 0.44% 71
2022
Q4
$1.72M Buy
17,031
+6,939
+69% +$703K 0.44% 71
2022
Q3
$909K Buy
10,092
+1,034
+11% +$105K 0.25% 95
2022
Q2
$867K Buy
+9,058
New +$1.02M 0.24% 106
2021
Q4
Sell
-9,026
Closed -$1.06M 148
2021
Q3
$1.06M Sell
9,026
-40
-0.4% -$4.74K 0.25% 97
2021
Q2
$1.06M Sell
9,066
-117
-1% -$13.3K 0.25% 102
2021
Q1
$932K Sell
9,183
-1
-0% -$96 0.23% 105
2020
Q4
$782K Buy
+9,184
New +$764K 0.22% 108

Other funds holding FRT

Kesler Norman & Wride's FRT Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Federal Realty Investment Trust (FRT) stake by 3.3% in Q2 2026, selling an estimated $51.7K and leaving 13,206 shares worth $1.63M. The position accounts for 0.26% of the portfolio, ranked #98.

Kesler Norman & Wride first reported a position in FRT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.83M in Q4 2023. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Kesler Norman & Wride held 13,206 shares of Federal Realty Investment Trust worth $1.63M as of Q2 2026.
  • Kesler Norman & Wride sold 444 Federal Realty Investment Trust shares in Q2 2026, an estimated $51.7K.
  • Federal Realty Investment Trust made up 0.26% of Kesler Norman & Wride's portfolio in Q2 2026, its #98 holding.
  • Kesler Norman & Wride first reported a position in Federal Realty Investment Trust in Q4 2020 and has held it in 21 quarters since.
  • Kesler Norman & Wride's Federal Realty Investment Trust position peaked at $1.83M in Q4 2023.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.