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NovaPoint Capital’s Federal Realty Investment Trust FRT Stock Holding History

NovaPoint Capital’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
2025
Q4 		– Sell
-4,112
Closed -$417K – 99
2025
Q3 		$417K Buy
+4,112
New +$397K 0.1% 103
2025
Q2 		– Sell
-3,989
Closed -$390K – 96
2025
Q1 		$390K Sell
3,989
-83
-2% -$8.62K 0.12% 102
2024
Q4 		$456K Buy
4,072
+152
+4% +$17.2K 0.14% 91
2024
Q3 		$451K Buy
3,920
+55
+1% +$6.14K 0.14% 94
2024
Q2 		$390K Sell
3,865
-97
-2% -$9.79K 0.13% 99
2024
Q1 		$405K Sell
3,962
-769
-16% -$77.8K 0.14% 93
2023
Q4 		$488K Sell
4,731
-485
-9% -$45.8K 0.18% 88
2023
Q3 		$473K Buy
5,216
+824
+19% +$81.2K 0.19% 88
2023
Q2 		$425K Buy
4,392
+35
+0.8% +$3.29K 0.16% 93
2023
Q1 		$431K Sell
4,357
-89
-2% -$9.31K 0.18% 92
2022
Q4 		$449K Buy
4,446
+80
+2% +$8.1K 0.2% 88
2022
Q3 		$393K Buy
+4,366
New +$444K 0.18% 97

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