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Synergy Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Synergy Investment 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
2026
Q2 		– Sell
-8
Closed -$850 – 1122
2026
Q1 		$850 Buy
+8
New +$836 ﹤0.01% 784

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Synergy Investment Management's FRT Position: Q2 2026 in Review

Synergy Investment Management sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 8 shares — an estimated $850 sold.

Synergy Investment Management first reported a position in FRT in Q1 2026 and held it in 1 quarter. The position peaked at $850 in Q1 2026. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Synergy Investment Management reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 8 Federal Realty Investment Trust shares in Q2 2026, an estimated $850.
  • Synergy Investment Management first reported a position in Federal Realty Investment Trust in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Federal Realty Investment Trust position peaked at $850 in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.