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Sustainable Insight Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Sustainable Insight Capital Management’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
Q1 		– Sell
-4,026
Closed -$451K – 73
2024
Q4 		$451K Sell
4,026
-674
-14% -$76.2K 0.2% 46
2024
Q3 		$540K Buy
4,700
+2,100
+81% +$234K 0.24% 45
2024
Q2 		$263K Buy
+2,600
New +$262K 0.13% 62

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Sustainable Insight Capital Management's FRT Position: Q1 2025 in Review

Sustainable Insight Capital Management sold out of Federal Realty Investment Trust (FRT) in Q1 2025, closing a stake of 4,026 shares — an estimated $451K sold.

Sustainable Insight Capital Management first reported a position in FRT in Q2 2024 and held it in 3 quarters. The position peaked at $540K in Q3 2024. 480 funds tracked by Wall St. Rank hold FRT as of Q1 2025.

  • Sustainable Insight Capital Management reported no remaining Federal Realty Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 4,026 Federal Realty Investment Trust shares in Q1 2025, an estimated $451K.
  • Sustainable Insight Capital Management first reported a position in Federal Realty Investment Trust in Q2 2024 and held it in 3 quarters.
  • Sustainable Insight Capital Management's Federal Realty Investment Trust position peaked at $540K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2025.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2025, filed 13 May 2025.