Krilogy Financial
FRT icon

Krilogy Financial’s Federal Realty Investment Trust FRT Stock Holding History

Krilogy Financial’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$585K Sell
5,494
-281
-5% -$33.3K 0.02% 617
2026
Q2 		$713K Sell
5,775
-486
-8% -$56.5K 0.02% 505
2026
Q1 		$689K Sell
6,261
-87
-1% -$9.09K 0.02% 476
2025
Q4 		$645K Buy
6,348
+1,128
+22% +$111K 0.02% 470
2025
Q3 		$502K Buy
+5,220
New +$505K 0.02% 525

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Krilogy Financial's FRT Position: Q3 2026 in Review

Krilogy Financial reduced its Federal Realty Investment Trust (FRT) stake by 4.9% in Q3 2026, selling an estimated $33.3K and leaving 5,494 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #617.

Krilogy Financial first reported a position in FRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $713K in Q2 2026. 176 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Krilogy Financial held 5,494 shares of Federal Realty Investment Trust worth $585K as of Q3 2026.
  • Krilogy Financial sold 281 Federal Realty Investment Trust shares in Q3 2026, an estimated $33.3K.
  • Federal Realty Investment Trust made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #617 holding.
  • Krilogy Financial first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's Federal Realty Investment Trust position peaked at $713K in Q2 2026.
  • 176 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.