Tortoise Investment Management’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 | $95 | Buy |
+1
| New | +$95 | ﹤0.01% | 1263 |
|
|
2023
Q3 | – | Sell |
-139
| Closed | -$13.5K | – | 809 |
|
|
2023
Q2 | $13.5K | Hold |
139
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $13.7K | Sell |
139
-65
| -32% | -$6.42K | ﹤0.01% | 506 |
|
|
2022
Q4 | $20.6K | Hold |
204
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $18K | Hold |
204
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $20K | Hold |
204
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $25K | Hold |
204
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $28K | Hold |
204
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $24K | Hold |
204
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $24K | Buy |
+204
| New | +$24K | 0.01% | 358 |
|