Vest Financial’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 | $53.7M | Buy |
505,409
+17,024
| +3% | +$1.78M | 0.64% | 54 |
|
|
2025
Q4 | $49.2M | Sell |
488,385
-90,563
| -16% | -$8.92M | 0.62% | 71 |
|
|
2025
Q3 | $58.7M | Buy |
578,948
+14,744
| +3% | +$1.43M | 0.77% | 37 |
|
|
2025
Q2 | $53.6M | Buy |
564,204
+54,649
| +11% | +$5.16M | 0.76% | 56 |
|
|
2025
Q1 | $49.8M | Buy |
509,555
+11,311
| +2% | +$1.18M | 0.77% | 57 |
|
|
2024
Q4 | $55.8M | Buy |
498,244
+43,917
| +10% | +$4.96M | 0.99% | 27 |
|
|
2024
Q3 | $52.2M | Buy |
454,327
+24,276
| +6% | +$2.71M | 1.01% | 44 |
|
|
2024
Q2 | $43.4M | Buy |
430,051
+69,059
| +19% | +$6.97M | 1.04% | 35 |
|
|
2024
Q1 | $36.9M | Buy |
360,992
+55,068
| +18% | +$5.57M | 0.98% | 58 |
|
|
2023
Q4 | $31.5M | Buy |
305,924
+84,748
| +38% | +$8M | 1.18% | 24 |
|
|
2023
Q3 | $20M | Buy |
221,176
+98,678
| +81% | +$9.72M | 1.1% | 47 |
|
|
2023
Q2 | $11.7M | Buy |
122,498
+30,677
| +33% | +$2.88M | 1.09% | 50 |
|
|
2023
Q1 | $9.07M | Sell |
91,821
-6,558
| -7% | -$686K | 1.24% | 62 |
|
|
2022
Q4 | $9.94M | Buy |
98,379
+9,935
| +11% | +$1.01M | 1.55% | 25 |
|
|
2022
Q3 | $7.97M | Buy |
88,444
+10,951
| +14% | +$1.11M | 1.51% | 42 |
|
|
2022
Q2 | $7.54M | Buy |
77,493
+8,709
| +13% | +$978K | 1.37% | 59 |
|
|
2022
Q1 | $8.4M | Buy |
68,784
+12,851
| +23% | +$1.58M | 1.53% | 36 |
|
|
2021
Q4 | $7.63M | Buy |
55,933
+11,033
| +25% | +$1.4M | 1.66% | 13 |
|
|
2021
Q3 | $5.3M | Buy |
44,900
+8,192
| +22% | +$971K | 1.61% | 17 |
|
|
2021
Q2 | $4.3M | Buy |
36,708
+8,299
| +29% | +$942K | 1.63% | 10 |
|
|
2021
Q1 | $2.88M | Buy |
28,409
+491
| +2% | +$47.4K | 1.65% | 11 |
|
|
2020
Q4 | $2.38M | Buy |
+27,918
| New | +$2.32M | 1.59% | 18 |
|
Other funds holding FRT
VPM
VCM
RC
