Vert Asset Management’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	$4.23M	Buy	39,864 +1,004	+3%	+$105K	1.34%	22
2025 Q4	$3.92M	Buy	38,860 +1,812	+5%	+$178K	1.3%	22
2025 Q3	$3.75M	Buy	37,048 +2,795	+8%	+$270K	1.26%	24
2025 Q2	$3.25M	Sell	34,253 -1,176	-3%	-$111K	1.18%	24
2025 Q1	$3.47M	Buy	35,429 +2,405	+7%	+$250K	1.19%	24
2024 Q4	$3.7M	Buy	33,024 +3,617	+12%	+$409K	1.27%	24
2024 Q3	$3.38M	Buy	29,407 +280	+1%	+$31.2K	1.17%	24
2024 Q2	$2.94M	Sell	29,127 -1,718	-6%	-$173K	1.17%	24
2024 Q1	$3.15M	Buy	30,845 +2,109	+7%	+$213K	1.32%	23
2023 Q4	$2.96M	Sell	28,736 -1,528	-5%	-$144K	1.28%	24
2023 Q3	$2.74M	Buy	30,264 +991	+3%	+$97.7K	1.39%	24
2023 Q2	$2.83M	Buy	29,273 +3,434	+13%	+$323K	1.45%	24
2023 Q1	$2.55M	Buy	25,839 +9,555	+59%	+$999K	1.5%	23
2022 Q4	$1.65M	Buy	16,284 +606	+4%	+$61.4K	1.47%	24
2022 Q3	$1.41M	Buy	15,678 +2,270	+17%	+$231K	1.34%	23
2022 Q2	$1.28M	Buy	13,408 +192	+1%	+$21.6K	1.19%	24
2022 Q1	$1.61M	Buy	13,216 +2,063	+18%	+$254K	1.3%	23
2021 Q4	$1.52M	Buy	+11,153	New	+$1.41M	1.25%	24