Lafayette Investments’s Federal Realty Investment Trust FRT Stock Holding History

Lafayette Investments’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Hold	2,150	–	–	0.04%	148
2025 Q1	$210K	Hold	2,150	–	–	0.04%	141
2024 Q4	$241K	Hold	2,150	–	–	0.05%	135
2024 Q3	$247K	Hold	2,150	–	–	0.05%	128
2024 Q2	$217K	Hold	2,150	–	–	0.05%	134
2024 Q1	$220K	Hold	2,150	–	–	0.05%	126
2023 Q4	$222K	Buy	+2,150	New	+$222K	0.06%	122
2023 Q3	–	Sell	-2,150	Closed	-$208K	–	131
2023 Q2	$208K	Hold	2,150	–	–	0.05%	119
2023 Q1	$212K	Hold	2,150	–	–	0.06%	116
2022 Q4	$217K	Buy	+2,150	New	+$217K	0.06%	112
2022 Q3	–	Sell	-2,150	Closed	-$206K	–	122
2022 Q2	$206K	Hold	2,150	–	–	0.06%	112
2022 Q1	$262K	Buy	+2,150	New	+$262K	0.07%	109
2021 Q4	–	Sell	-2,150	Closed	-$254K	–	131
2021 Q3	$254K	Hold	2,150	–	–	0.07%	107
2021 Q2	$252K	Hold	2,150	–	–	0.07%	104
2021 Q1	$218K	Buy	+2,150	New	+$218K	0.07%	86
2020 Q1	–	Sell	-2,150	Closed	-$277K	–	82
2019 Q4	$277K	Sell	2,150 -350	-14%	-$45.1K	0.1%	76
2019 Q3	$340K	Hold	2,500	–	–	0.12%	71
2019 Q2	$322K	Hold	2,500	–	–	0.11%	68
2019 Q1	$345K	Hold	2,500	–	–	0.13%	68
2018 Q4	$295K	Hold	2,500	–	–	0.12%	69
2018 Q3	$316K	Hold	2,500	–	–	0.11%	70
2018 Q2	$316K	Hold	2,500	–	–	0.12%	64
2018 Q1	$290K	Hold	2,500	–	–	0.11%	64
2017 Q4	$332K	Hold	2,500	–	–	0.12%	59
2017 Q3	$311K	Hold	2,500	–	–	0.12%	58
2017 Q2	$316K	Hold	2,500	–	–	0.12%	57
2017 Q1	$334K	Hold	2,500	–	–	0.12%	54
2016 Q4	$355K	Hold	2,500	–	–	0.14%	51
2016 Q3	$385K	Hold	2,500	–	–	0.16%	49
2016 Q2	$414K	Hold	2,500	–	–	0.17%	47
2016 Q1	$390K	Hold	2,500	–	–	0.16%	49
2015 Q4	$365K	Hold	2,500	–	–	0.15%	52
2015 Q3	$341K	Hold	2,500	–	–	0.15%	52
2015 Q2	$320K	Hold	2,500	–	–	0.13%	55
2015 Q1	$368K	Hold	2,500	–	–	0.16%	53
2014 Q4	$334K	Hold	2,500	–	–	0.14%	56
2014 Q3	$296K	Hold	2,500	–	–	0.13%	55
2014 Q2	$302K	Hold	2,500	–	–	0.13%	55
2014 Q1	$287K	Hold	2,500	–	–	0.13%	55
2013 Q4	$254K	Hold	2,500	–	–	0.12%	58
2013 Q3	$254K	Hold	2,500	–	–	0.12%	61
2013 Q2	$259K	Buy	+2,500	New	+$259K	0.12%	60