A detailed history of Creative Planning transactions in Federal Realty Investment Trust stock. As of the latest transaction made, Creative Planning holds 7,784 shares of FRT stock, worth $867,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,784
Previous 6,554 18.77%
Holding current value
$867,371
Previous $661,000 35.25%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$100.42 - $117.38 $123,516 - $144,377
1,230 Added 18.77%
7,784 $894,000
Q2 2024

Aug 15, 2024

SELL
$96.43 - $104.91 $22,082 - $24,024
-229 Reduced 3.38%
6,554 $661,000
Q1 2024

May 10, 2024

BUY
$97.4 - $104.47 $1,461 - $1,567
15 Added 0.22%
6,783 $692,000
Q4 2023

Feb 14, 2024

BUY
$85.71 - $107.05 $129,593 - $161,859
1,512 Added 28.77%
6,768 $697,000
Q3 2023

Nov 16, 2023

SELL
$90.4 - $103.93 $11,119 - $12,783
-123 Reduced 2.29%
5,256 $476,000
Q2 2023

Jul 21, 2023

BUY
$85.92 - $98.89 $165,138 - $190,066
1,922 Added 55.6%
5,379 $520,000
Q1 2023

May 15, 2023

SELL
$91.12 - $114.08 $134,493 - $168,382
-1,476 Reduced 29.92%
3,457 $341,000
Q4 2022

Feb 10, 2023

BUY
$89.17 - $111.09 $115,296 - $143,639
1,293 Added 35.52%
4,933 $498,000
Q3 2022

Nov 03, 2022

BUY
$25.07 - $107.32 $20,056 - $85,856
800 Added 28.17%
3,640 $328,000
Q2 2022

Aug 15, 2022

BUY
$93.85 - $126.48 $9,948 - $13,406
106 Added 3.88%
2,840 $272,000
Q1 2022

May 16, 2022

BUY
$115.79 - $139.37 $316,569 - $381,037
2,734 New
2,734 $334,000

Others Institutions Holding FRT

About FEDERAL REALTY INVESTMENT TRUST


  • Ticker FRT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 80,908,200
  • Market Cap $9.02B
  • Description
  • Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as San Francisco and Los Angeles. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in...
More about FRT
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