Stifel 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 | $8.07M | Sell |
75,938
-8,075
| -10% | -$844K | 0.01% | 1066 |
|
|
2025
Q4 | $8.47M | Buy |
84,013
+11,584
| +16% | +$1.14M | 0.01% | 1041 |
|
|
2025
Q3 | $7.34M | Sell |
72,429
-1,231
| -2% | -$119K | 0.01% | 1096 |
|
|
2025
Q2 | $7M | Buy |
73,660
+5,461
| +8% | +$516K | 0.01% | 1070 |
|
|
2025
Q1 | $6.67M | Buy |
68,199
+2,153
| +3% | +$224K | 0.01% | 1031 |
|
|
2024
Q4 | $7.39M | Sell |
66,046
-276
| -0.4% | -$31.2K | 0.01% | 998 |
|
|
2024
Q3 | $7.63M | Buy |
66,322
+1,033
| +2% | +$115K | 0.01% | 972 |
|
|
2024
Q2 | $6.59M | Sell |
65,289
-1,294
| -2% | -$131K | 0.01% | 996 |
|
|
2024
Q1 | $6.8M | Buy |
66,583
+5,859
| +10% | +$592K | 0.01% | 980 |
|
|
2023
Q4 | $6.26M | Sell |
60,724
-3,014
| -5% | -$284K | 0.01% | 987 |
|
|
2023
Q3 | $5.78M | Buy |
63,738
+1,553
| +2% | +$153K | 0.01% | 963 |
|
|
2023
Q2 | $6.02M | Buy |
62,185
+6,272
| +11% | +$590K | 0.01% | 941 |
|
|
2023
Q1 | $5.53M | Buy |
55,913
+1,099
| +2% | +$115K | 0.01% | 960 |
|
|
2022
Q4 | $5.54M | Buy |
54,814
+9,640
| +21% | +$976K | 0.01% | 926 |
|
|
2022
Q3 | $4.07M | Buy |
45,174
+3,925
| +10% | +$399K | 0.01% | 1042 |
|
|
2022
Q2 | $3.95M | Buy |
41,249
+503
| +1% | +$56.5K | 0.01% | 1087 |
|
|
2022
Q1 | $4.97M | Sell |
40,746
-2,147
| -5% | -$264K | 0.01% | 1060 |
|
|
2021
Q4 | $5.85M | Buy |
42,893
+3,490
| +9% | +$443K | 0.01% | 984 |
|
|
2021
Q3 | $4.65M | Sell |
39,403
-1,040
| -3% | -$123K | 0.01% | 1055 |
|
|
2021
Q2 | $4.74M | Sell |
40,443
-2,186
| -5% | -$248K | 0.01% | 1050 |
|
|
2021
Q1 | $4.33M | Buy |
42,629
+6,821
| +19% | +$658K | 0.01% | 1038 |
|
|
2020
Q4 | $3.05M | Buy |
35,808
+351
| +1% | +$29.2K | 0.01% | 1131 |
|
|
2020
Q3 | $2.6M | Sell |
35,457
-1,573
| -4% | -$124K | 0.01% | 1080 |
|
|
2020
Q2 | $3.16M | Sell |
37,030
-6,985
| -16% | -$564K | 0.01% | 931 |
|
|
2020
Q1 | $3.24M | Buy |
44,015
+800
| +2% | +$92.1K | 0.01% | 830 |
|
|
2019
Q4 | $5.62M | Buy |
43,215
+335
| +0.8% | +$44.5K | 0.01% | 839 |
|
|
2019
Q3 | $5.82M | Buy |
42,880
+1,139
| +3% | +$150K | 0.01% | 776 |
|
|
2019
Q2 | $5.42M | Sell |
41,741
-425
| -1% | -$56.4K | 0.01% | 831 |
|
|
2019
Q1 | $5.82M | Sell |
42,166
-1,159
| -3% | -$152K | 0.02% | 745 |
|
|
2018
Q4 | $5.09M | Sell |
43,325
-158
| -0.4% | -$19.8K | 0.02% | 760 |
|
|
2018
Q3 | $5.57M | Sell |
43,483
-1,627
| -4% | -$207K | 0.02% | 796 |
|
|
2018
Q2 | $5.78M | Buy |
45,110
+10,607
| +31% | +$1.25M | 0.02% | 752 |
|
|
2018
Q1 | $4.01M | Buy |
34,503
+5,384
| +18% | +$636K | 0.01% | 883 |
|
|
2017
Q4 | $3.91M | Buy |
29,119
+666
| +2% | +$85.9K | 0.01% | 871 |
|
|
2017
Q3 | $3.47M | Buy |
28,453
+1,983
| +7% | +$255K | 0.01% | 879 |
|
|
2017
Q2 | $3.41M | Buy |
26,470
+42
| +0.2% | +$5.42K | 0.01% | 870 |
|
|
2017
Q1 | $3.55M | Buy |
26,428
+17,403
| +193% | +$2.4M | 0.01% | 838 |
|
|
2016
Q4 | $1.28M | Sell |
9,025
-3,153
| -26% | -$448K | 0.01% | 1256 |
|
|
2016
Q3 | $1.87M | Buy |
12,178
+1,038
| +9% | +$168K | 0.01% | 1024 |
|
|
2016
Q2 | $1.84M | Buy |
11,140
+190
| +2% | +$29.6K | 0.01% | 1035 |
|
|
2016
Q1 | $1.71M | Sell |
10,950
-923
| -8% | -$138K | 0.01% | 987 |
|
|
2015
Q4 | $1.74M | Buy |
11,873
+4,362
| +58% | +$630K | 0.01% | 1027 |
|
|
2015
Q3 | $1.03M | Sell |
7,511
-64
| -0.8% | -$8.55K | 0.01% | 1205 |
|
|
2015
Q2 | $977K | Buy |
7,575
+63
| +0.8% | +$8.56K | 0.01% | 1361 |
|
|
2015
Q1 | $1.11M | Sell |
7,512
-396
| -5% | -$56.8K | 0.01% | 1235 |
|
|
2014
Q4 | $1.05M | Buy |
+7,908
| New | +$1.03M | 0.01% | 1233 |
|
Other funds holding FRT
VPM
VCM
RC
