Y-Intercept (HK)’s Federal Realty Investment Trust FRT Stock Holding History

Y-Intercept (HK)’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,603	Closed	-$489K	–	1868
2026 Q1	$489K	Buy	+4,603	New	+$481K	0.01%	1265
2025 Q3	–	Sell	-20,615	Closed	-$1.96M	–	1726
2025 Q2	$1.96M	Buy	20,615 +460	+2%	+$43.5K	0.05%	612
2025 Q1	$1.97M	Buy	+20,155	New	+$2.09M	0.13%	191
2024 Q4	–	Sell	-31,287	Closed	-$3.6M	–	1348
2024 Q3	$3.6M	Buy	31,287 +20,924	+202%	+$2.34M	0.22%	85
2024 Q2	$1.05M	Buy	+10,363	New	+$1.05M	0.06%	472
2023 Q4	–	Sell	-6,595	Closed	-$598K	–	1380
2023 Q3	$598K	Buy	+6,595	New	+$650K	0.06%	496
2023 Q1	–	Sell	-8,829	Closed	-$892K	–	1293
2022 Q4	$892K	Buy	+8,829	New	+$894K	0.13%	232
2022 Q3	–	Sell	-6,967	Closed	-$667K	–	1077
2022 Q2	$667K	Buy	6,967 +5,061	+266%	+$568K	0.09%	338
2022 Q1	$233K	Buy	+1,906	New	+$235K	0.05%	556

Other funds holding FRT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return