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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Hold	2,215	–	–	0.13%	90
2025 Q4	$223K	Sell	2,215 -1,275	-37%	-$126K	0.12%	90
2025 Q3	$354K	Sell	3,490 -2,735	-44%	-$264K	0.19%	80
2025 Q2	$591K	Sell	6,225 -2,450	-28%	-$232K	0.33%	66
2025 Q1	$849K	Sell	8,675 -2,395	-22%	-$249K	0.48%	54
2024 Q4	$1.24M	Sell	11,070 -685	-6%	-$77.4K	0.7%	41
2024 Q3	$1.35M	Sell	11,755 -700	-6%	-$78.1K	0.74%	42
2024 Q2	$1.26M	Sell	12,455 -24	-0.2%	-$2.42K	0.74%	39
2024 Q1	$1.27M	Buy	12,479 +10,514	+535%	+$1.06M	0.73%	40
2023 Q4	$202K	Sell	1,965 -11,594	-86%	-$1.09M	0.13%	94
2023 Q3	$1.23M	Buy	13,559 +100	+0.7%	+$9.85K	0.85%	38
2023 Q2	$1.3M	Hold	13,459	–	–	0.86%	39
2023 Q1	$1.33M	Hold	13,459	–	–	0.92%	38
2022 Q4	$1.36M	Buy	13,459 +489	+4%	+$49.5K	0.98%	38
2022 Q3	$1.17M	Buy	12,970 +750	+6%	+$76.2K	0.93%	36
2022 Q2	$1.17M	Buy	12,220 +24	+0.2%	+$2.69K	0.88%	35
2022 Q1	$1.49M	Sell	12,196 -200	-2%	-$24.6K	0.98%	33
2021 Q4	$1.69M	Hold	12,396	–	–	1.08%	33
2021 Q3	$1.46M	Sell	12,396 -710	-5%	-$84.2K	1.04%	33
2021 Q2	$1.54M	Buy	13,106 +86	+0.7%	+$9.76K	1.05%	33
2021 Q1	$1.32M	Buy	13,020 +1,000	+8%	+$96.4K	0.95%	34
2020 Q4	$1.02M	Buy	12,020 +5,715	+91%	+$475K	0.8%	37
2020 Q3	$463K	Buy	6,305 +3,435	+120%	+$271K	0.39%	52
2020 Q2	$245K	Buy	+2,870	New	+$232K	0.21%	68