Lincluden Management’s Federal Realty Investment Trust FRT Stock Holding History

Lincluden Management’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	$3.92M	Sell	36,888 -2,703	-7%	-$283K	0.42%	47
2025 Q4	$3.99M	Hold	39,591	–	–	0.34%	50
2025 Q3	$4.01M	Sell	39,591 -39,034	-50%	-$3.77M	0.45%	50
2025 Q2	$7.47M	Sell	78,625 -375	-0.5%	-$35.4K	0.83%	27
2025 Q1	$7.73M	Buy	79,000 +20,712	+36%	+$2.15M	0.99%	23
2024 Q4	$6.53M	Sell	58,288 -1,388	-2%	-$157K	0.79%	29
2024 Q3	$6.86M	Sell	59,676 -182	-0.3%	-$20.3K	0.75%	30
2024 Q2	$6.04M	Sell	59,858 -3,050	-5%	-$308K	0.74%	30
2024 Q1	$6.42M	Sell	62,908 -1,478	-2%	-$149K	0.77%	28
2023 Q4	$6.63M	Sell	64,386 -475	-0.7%	-$44.8K	0.81%	27
2023 Q3	$5.88M	Sell	64,861 -6,875	-10%	-$677K	0.71%	32
2023 Q2	$6.94M	Buy	71,736 +11,799	+20%	+$1.11M	0.8%	25
2023 Q1	$5.92M	Sell	59,937 -1,637	-3%	-$171K	0.68%	31
2022 Q4	$6.22M	Sell	61,574 -7,375	-11%	-$747K	0.72%	28
2022 Q3	$6.21M	Sell	68,949 -450	-0.6%	-$45.7K	0.79%	27
2022 Q2	$6.64M	Sell	69,399 -21,533	-24%	-$2.42M	0.73%	29
2022 Q1	$11.1M	Buy	+90,932	New	+$11.2M	0.98%	20
2021 Q4	–	Sell	-85,701	Closed	-$10.1M	–	78
2021 Q3	$10.1M	Sell	85,701 -3,158	-4%	-$374K	1.01%	22
2021 Q2	$10.4M	Sell	88,859 -3,922	-4%	-$445K	1%	23
2021 Q1	$9.41M	Buy	92,781 +50,200	+118%	+$4.84M	0.91%	21
2020 Q4	$3.62M	Buy	42,581 +6,125	+17%	+$510K	0.38%	49
2020 Q3	$2.68M	Buy	36,456 +5,445	+18%	+$429K	0.26%	49
2020 Q2	$2.64M	Sell	31,011 -27,670	-47%	-$2.23M	0.28%	47
2020 Q1	$4.38M	Buy	58,681 +1,180	+2%	+$136K	0.53%	34
2019 Q4	$7.4M	Buy	57,501 +7,800	+16%	+$1.04M	0.67%	24
2019 Q3	$6.77M	Sell	49,701 -75	-0.2%	-$9.89K	0.63%	21
2019 Q2	$6.41K	Sell	49,776 -365	-0.7%	-$48.4K	0.41%	23
2019 Q1	$6.91M	Sell	50,141 -9,385	-16%	-$1.23M	0.66%	24
2018 Q4	$7.03M	Sell	59,526 -6,760	-10%	-$849K	0.54%	23
2018 Q3	$8.38M	Sell	66,286 -479	-0.7%	-$60.8K	0.7%	33
2018 Q2	$8.45M	Sell	66,765 -455	-0.7%	-$53.7K	0.62%	36
2018 Q1	$7.8M	Buy	+67,220	New	+$7.93M	0.63%	34