Monetary Management Group’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 | $292K | Hold |
2,750
| – | – | 0.07% | 182 |
|
|
2025
Q4 | $277K | Hold |
2,750
| – | – | 0.06% | 182 |
|
|
2025
Q3 | $279K | Sell |
2,750
-1,000
| -27% | -$96.7K | 0.06% | 183 |
|
|
2025
Q2 | $356K | Hold |
3,750
| – | – | 0.09% | 163 |
|
|
2025
Q1 | $367K | Hold |
3,750
| – | – | 0.1% | 156 |
|
|
2024
Q4 | $420K | Hold |
3,750
| – | – | 0.11% | 148 |
|
|
2024
Q3 | $431K | Hold |
3,750
| – | – | 0.11% | 155 |
|
|
2024
Q2 | $379K | Hold |
3,750
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $383K | Hold |
3,750
| – | – | 0.11% | 155 |
|
|
2023
Q4 | $386K | Hold |
3,750
| – | – | 0.12% | 144 |
|
|
2023
Q3 | $340K | Hold |
3,750
| – | – | 0.11% | 150 |
|
|
2023
Q2 | $363K | Hold |
3,750
| – | – | 0.11% | 154 |
|
|
2023
Q1 | $371K | Hold |
3,750
| – | – | 0.11% | 153 |
|
|
2022
Q4 | $379K | Sell |
3,750
-700
| -16% | -$70.9K | 0.12% | 146 |
|
|
2022
Q3 | $401K | Hold |
4,450
| – | – | 0.13% | 137 |
|
|
2022
Q2 | $426K | Hold |
4,450
| – | – | 0.13% | 129 |
|
|
2022
Q1 | $543K | Sell |
4,450
-500
| -10% | -$61.6K | 0.14% | 121 |
|
|
2021
Q4 | $675K | Sell |
4,950
-600
| -11% | -$76.1K | 0.17% | 107 |
|
|
2021
Q3 | $655K | Hold |
5,550
| – | – | 0.18% | 103 |
|
|
2021
Q2 | $650K | Hold |
5,550
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $563K | Hold |
5,550
| – | – | 0.18% | 109 |
|
|
2020
Q4 | $472K | Buy |
5,550
+2,800
| +102% | +$233K | 0.16% | 111 |
|
|
2020
Q3 | $202K | Buy |
+2,750
| New | +$217K | 0.07% | 153 |
|
|
2020
Q1 | – | Sell |
-675
| Closed | -$87K | – | 281 |
|
|
2019
Q4 | $87K | Hold |
675
| – | – | 0.03% | 203 |
|
|
2019
Q3 | $92K | Buy |
+675
| New | +$89K | 0.03% | 205 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$13K | – | 316 |
|
|
2017
Q1 | $13K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2016
Q4 | $14K | Hold |
100
| – | – | 0.01% | 283 |
|
|
2016
Q3 | $15K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2016
Q2 | $17K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $16K | Hold |
100
| – | – | 0.01% | 286 |
|
|
2015
Q4 | $15K | Hold |
100
| – | – | 0.01% | 295 |
|
|
2015
Q3 | $14K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2015
Q2 | $13K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2015
Q1 | $15K | Hold |
100
| – | – | 0.01% | 332 |
|
|
2014
Q4 | $13K | Hold |
100
| – | – | 0.01% | 346 |
|
|
2014
Q3 | $12K | Sell |
100
-100
| -50% | -$12.3K | 0.01% | 339 |
|
|
2014
Q2 | $24K | Sell |
200
-50
| -20% | -$5.91K | 0.01% | 308 |
|
|
2014
Q1 | $29K | Buy |
+250
| New | +$27.3K | 0.01% | 260 |
|
Other funds holding FRT
VPM
VCM
RC
Monetary Management Group's FRT Position: Q1 2026 in Review
Monetary Management Group held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 2,750 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #182.
Monetary Management Group first reported a position in FRT in Q1 2014 and has held it in 38 quarters since. The position peaked at $675K in Q4 2021. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.
- Monetary Management Group held 2,750 shares of Federal Realty Investment Trust worth $292K as of Q1 2026.
- Monetary Management Group left its Federal Realty Investment Trust share count unchanged in Q1 2026.
- Federal Realty Investment Trust made up 0.07% of Monetary Management Group's portfolio in Q1 2026, its #182 holding.
- Monetary Management Group first reported a position in Federal Realty Investment Trust in Q1 2014 and has held it in 38 quarters since.
- Monetary Management Group's Federal Realty Investment Trust position peaked at $675K in Q4 2021.
- 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.
Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.