Valley National Advisers’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	$3K	Hold	31	–	–	﹤0.01%	734
2025 Q4	$3K	Hold	31	–	–	﹤0.01%	735
2025 Q3	$3K	Hold	31	–	–	﹤0.01%	697
2025 Q2	$2K	Hold	31	–	–	﹤0.01%	719
2025 Q1	$3K	Sell	31 -26	-46%	-$2.7K	﹤0.01%	678
2024 Q4	$6K	Buy	+57	New	+$6.44K	﹤0.01%	610
2024 Q3	–	Sell	-15	Closed	-$1K	–	890
2024 Q2	$1K	Hold	15	–	–	﹤0.01%	1037
2024 Q1	$1K	Sell	15 -100	-87%	-$10.1K	﹤0.01%	1078
2023 Q4	$11K	Buy	115 +10	+10%	+$944	﹤0.01%	636
2023 Q3	$10K	Buy	105 +5	+5%	+$493	﹤0.01%	600
2023 Q2	$10K	Hold	100	–	–	﹤0.01%	600
2023 Q1	$10K	Hold	100	–	–	﹤0.01%	583
2022 Q4	$10K	Hold	100	–	–	﹤0.01%	571
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	594
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	568
2022 Q1	$12K	Buy	+100	New	+$12.3K	﹤0.01%	569
2021 Q4	–	Sell	-100	Closed	-$12K	–	934
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	555
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	553
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	539
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	532
2020 Q3	$7K	Hold	100	–	–	﹤0.01%	513
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	486
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	501
2019 Q4	$13K	Hold	100	–	–	﹤0.01%	490
2019 Q3	$14K	Hold	100	–	–	﹤0.01%	472
2019 Q2	$13K	Hold	100	–	–	﹤0.01%	451
2019 Q1	$14K	Hold	100	–	–	﹤0.01%	444
2018 Q4	$12K	Hold	100	–	–	﹤0.01%	435
2018 Q3	$13K	Hold	100	–	–	﹤0.01%	410
2018 Q2	$13K	Hold	100	–	–	0.01%	391
2018 Q1	$12K	Hold	100	–	–	﹤0.01%	385
2017 Q4	$13K	Hold	100	–	–	﹤0.01%	380
2017 Q3	$12K	Hold	100	–	–	﹤0.01%	384
2017 Q2	$13K	Hold	100	–	–	﹤0.01%	373
2017 Q1	$13K	Hold	100	–	–	﹤0.01%	371
2016 Q4	$14K	Buy	+100	New	+$14.2K	0.01%	360