World Investment Advisors’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
Sell
-6,662
Closed -$652K 1148
2025
Q1
$652K Sell
6,662
-1,116
-14% -$109K 0.02% 613
2024
Q4
$871K Buy
7,778
+5,860
+306% +$656K 0.02% 508
2024
Q3
$221K Buy
+1,918
New +$221K 0.01% 834