Kesler Norman & Wride’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
$1.22M Buy
12,809
+76
+0.6% +$7.22K 0.22% 98
2025
Q1
$1.25M Buy
12,733
+728
+6% +$71.2K 0.24% 93
2024
Q4
$1.34M Buy
12,005
+1,095
+10% +$123K 0.29% 81
2024
Q3
$1.25M Sell
10,910
-1,078
-9% -$124K 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% -$161K 0.35% 84
2023
Q4
$1.83M Buy
17,734
+169
+1% +$17.4K 0.42% 70
2023
Q3
$1.59M Sell
17,565
-363
-2% -$32.9K 0.4% 78
2023
Q2
$1.73M Buy
17,928
+145
+0.8% +$14K 0.42% 76
2023
Q1
$1.76M Buy
17,783
+752
+4% +$74.3K 0.44% 71
2022
Q4
$1.72M Buy
17,031
+6,939
+69% +$701K 0.44% 71
2022
Q3
$909K Buy
10,092
+1,034
+11% +$93.1K 0.25% 95
2022
Q2
$867K Buy
+9,058
New +$867K 0.24% 106
2021
Q4
Sell
-9,026
Closed -$1.07M 148
2021
Q3
$1.07M Sell
9,026
-40
-0.4% -$4.72K 0.25% 97
2021
Q2
$1.07M Sell
9,066
-117
-1% -$13.7K 0.25% 102
2021
Q1
$932K Sell
9,183
-1
-0% -$101 0.23% 105
2020
Q4
$782K Buy
+9,184
New +$782K 0.22% 108