LFG
FRT icon

Larson Financial Group’s Federal Realty Investment Trust FRT Stock Holding History

Larson Financial Group’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
Q1 		$57.5K Sell
542
-72
-12% -$7.53K ﹤0.01% 1286
2025
Q4 		$61.9K Sell
614
-729
-54% -$71.8K ﹤0.01% 1137
2025
Q3 		$136K Buy
1,343
+1,258
+1,480% +$122K ﹤0.01% 794
2025
Q2 		$8.1K Sell
85
-120
-59% -$11.3K ﹤0.01% 1913
2025
Q1 		$20.1K Sell
205
-24
-10% -$2.49K ﹤0.01% 1368
2024
Q4 		$25.6K Buy
229
+25
+12% +$2.83K ﹤0.01% 1129
2024
Q3 		$23.5K Buy
204
+5
+3% +$558 ﹤0.01% 1143
2024
Q2 		$20.1K Sell
199
-9
-4% -$908 ﹤0.01% 1053
2024
Q1 		$21.2K Sell
208
-13
-6% -$1.31K ﹤0.01% 878
2023
Q4 		$22.8K Sell
221
-206
-48% -$19.4K ﹤0.01% 821
2023
Q3 		$38.7K Sell
427
-2,802
-87% -$276K ﹤0.01% 680
2023
Q2 		$313K Buy
3,229
+52
+2% +$4.89K 0.03% 251
2023
Q1 		$314K Sell
3,177
-2
-0.1% -$209 0.03% 254
2022
Q4 		$321K Buy
3,179
+2
+0.1% +$203 0.04% 240
2022
Q3 		$286K Buy
+3,177
New +$323K 0.04% 233

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VPM
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VCM
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RC
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Invesco
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Geode Capital Management
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AQR Capital Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return