Summit Trail Advisors’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	$278K	Buy	+2,922	New	+$278K	﹤0.01%	955
2018 Q1	–	Sell	-362	Closed	-$45K	–	878
2017 Q4	$45K	Buy	+362	New	+$45K	0.01%	842