Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Hold |
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|
2025
Q1 | $97.8K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $102K | Hold |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $90.6K | Hold |
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|
2023
Q2 | $96.8K | Hold |
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|
2023
Q1 | $98.8K | Sell |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $101K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $73K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $361K | Hold |
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|
2019
Q2 | $342K | Hold |
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|
2019
Q1 | $366K | Hold |
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|
2018
Q4 | $313K | Hold |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $336K | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $352K | Hold |
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|
2017
Q3 | $330K | Hold |
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|
2017
Q2 | $335K | Hold |
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|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $542K | Hold |
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|
2016
Q3 | $587K | Hold |
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|
2016
Q2 | $631K | Hold |
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|
2016
Q1 | $595K | Hold |
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|
2015
Q4 | $557K | Hold |
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|
2015
Q3 | $520K | Hold |
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|
2015
Q2 | $488K | Hold |
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|
2015
Q1 | $561K | Hold |
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|
2014
Q4 | $509K | Hold |
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|
2014
Q3 | $452K | Hold |
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|
2014
Q2 | $461K | Sell |
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|
2014
Q1 | $489K | Hold |
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|
2013
Q4 | $432K | Hold |
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|
2013
Q3 | $432K | Sell |
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|
2013
Q2 | $591K | Buy |
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