Morningstar Investment Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
+5,977
| New | +$568K | 0.05% | 107 |
|
|
2025
Q1 | – | Sell |
-5,910
| Closed | -$662K | – | 134 |
|
|
2024
Q4 | $662K | Buy |
5,910
+475
| +9% | +$53.2K | 0.05% | 111 |
|
|
2024
Q3 | $606K | Buy |
5,435
+1,758
| +48% | +$196K | 0.06% | 124 |
|
|
2024
Q2 | $371K | Buy |
3,677
+412
| +13% | +$41.6K | 0.04% | 148 |
|
|
2024
Q1 | $333K | Hold |
3,265
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $336K | Hold |
3,265
| – | – | 0.04% | 148 |
|
|
2023
Q3 | $296K | Hold |
3,265
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $316K | Hold |
3,265
| – | – | 0.04% | 124 |
|
|
2023
Q1 | $323K | Buy |
3,265
+379
| +13% | +$37.5K | 0.05% | 72 |
|
|
2022
Q4 | $292K | Buy |
+2,886
| New | +$292K | 0.05% | 77 |
|