Mackenzie Financial’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 | $338K | Buy |
3,186
+47
| +1% | +$4.91K | ﹤0.01% | 1282 |
|
|
2025
Q4 | $319K | Buy |
3,139
+117
| +4% | +$11.5K | ﹤0.01% | 1360 |
|
|
2025
Q3 | $306K | Hold |
3,022
| – | – | ﹤0.01% | 1398 |
|
|
2025
Q2 | $287K | Buy |
3,022
+158
| +6% | +$14.9K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $280K | Buy |
2,864
+64
| +2% | +$6.65K | ﹤0.01% | 1400 |
|
|
2024
Q4 | $313K | Buy |
2,800
+41
| +1% | +$4.63K | ﹤0.01% | 1366 |
|
|
2024
Q3 | $317K | Sell |
2,759
-1
| -0% | -$112 | ﹤0.01% | 1156 |
|
|
2024
Q2 | $279K | Sell |
2,760
-62
| -2% | -$6.26K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $288K | Sell |
2,822
-767
| -21% | -$77.6K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $370K | Sell |
3,589
-16,526
| -82% | -$1.56M | ﹤0.01% | 1085 |
|
|
2023
Q3 | $1.74M | Buy |
20,115
+16,077
| +398% | +$1.58M | ﹤0.01% | 742 |
|
|
2023
Q2 | $393K | Sell |
4,038
-10,089
| -71% | -$948K | ﹤0.01% | 1092 |
|
|
2023
Q1 | $1.4M | Buy |
14,127
+9,906
| +235% | +$1.04M | ﹤0.01% | 795 |
|
|
2022
Q4 | $426K | Sell |
4,221
-1,803
| -30% | -$183K | ﹤0.01% | 982 |
|
|
2022
Q3 | $543K | Sell |
6,024
-958
| -14% | -$97.3K | ﹤0.01% | 912 |
|
|
2022
Q2 | $668K | Buy |
6,982
+1,639
| +31% | +$184K | ﹤0.01% | 910 |
|
|
2022
Q1 | $652K | Buy |
5,343
+705
| +15% | +$86.8K | ﹤0.01% | 949 |
|
|
2021
Q4 | $632K | Sell |
4,638
-621
| -12% | -$78.8K | ﹤0.01% | 964 |
|
|
2021
Q3 | $621K | Sell |
5,259
-117
| -2% | -$13.9K | ﹤0.01% | 965 |
|
|
2021
Q2 | $630K | Sell |
5,376
-2,243
| -29% | -$255K | ﹤0.01% | 945 |
|
|
2021
Q1 | $773K | Buy |
7,619
+3,149
| +70% | +$304K | ﹤0.01% | 854 |
|
|
2020
Q4 | $380K | Buy |
+4,470
| New | +$372K | ﹤0.01% | 900 |
|
|
2019
Q1 | – | Sell |
-2,345
| Closed | -$277K | – | 1260 |
|
|
2018
Q4 | $277K | Buy |
2,345
+134
| +6% | +$16.8K | ﹤0.01% | 1035 |
|
|
2018
Q3 | $280K | Buy |
2,211
+382
| +21% | +$48.5K | ﹤0.01% | 1008 |
|
|
2018
Q2 | $231K | Buy |
+1,829
| New | +$216K | ﹤0.01% | 956 |
|
|
2016
Q3 | – | Sell |
-3,720
| Closed | -$616K | – | 732 |
|
|
2016
Q2 | $616K | Buy |
3,720
+31
| +0.8% | +$4.83K | ﹤0.01% | 724 |
|
|
2016
Q1 | $576K | Buy |
3,689
+1
| +0% | +$150 | 0.01% | 627 |
|
|
2015
Q4 | $539K | Sell |
3,688
-596
| -14% | -$86.1K | ﹤0.01% | 651 |
|
|
2015
Q3 | $585K | Buy |
4,284
+1,138
| +36% | +$152K | ﹤0.01% | 634 |
|
|
2015
Q2 | $403K | Buy |
+3,146
| New | +$427K | ﹤0.01% | 707 |
|
Other funds holding FRT
VPM
VCM
RC
