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Joel Greenblatt’s FRT Holdings & Trades

First Buy
Q1 2022
Duration Held
16 Quarters
Largest Add
Q3 2025
+142,399 Shares
Current Position
226,496 Shares
$24.06 M Value

Joel Greenblatt's FRT Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 226,496 shares of Federal Realty Investment Trust (FRT) worth $24.06 M, representing 0.07% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in FRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 142,399 shares. Largest reduction occurred in Q2 2023, reducing 4,684 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Federal Realty Investment Trust (FRT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Federal Realty Investment Trust (FRT) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +38,559 Add 20.52% 226,496 $106.21
Q4 2025 +7,333 Add 4.06% 187,937 $100.80
Q3 2025 +142,399 Add 372.72% 180,604 $101.31
Q2 2025 +34,638 Add 971.07% 38,205 $94.99
Q1 2025 +1,459 Add 69.21% 3,567 $97.82
Q4 2024 +168 Add 8.66% 2,108 $111.95
Q3 2024 +1,940 New Buy 1,940 $114.97
Q2 2024 -2,271 Sold Out 0 $0.00
Q1 2024 -327 Reduce 12.59% 2,271 $102.12
Q4 2023 +2,598 New Buy 2,598 $103.05
Q2 2023 -4,684 Sold Out 0 $0.00
Q1 2023 -4,204 Reduce 47.30% 4,684 $98.83
Q4 2022 -2,502 Reduce 21.97% 8,888 $101.04
Q3 2022 +7,175 Add 170.23% 11,390 $90.08
Q2 2022 +855 Add 25.45% 4,215 $95.85
Q1 2022 +3,360 New Buy 3,360 $122.02

Joel Greenblatt's Federal Realty Investment Trust Investment FAQs

Joel Greenblatt first purchased Federal Realty Investment Trust (FRT) in Q1 2022, acquiring 3,360 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Federal Realty Investment Trust (FRT) for 16 quarters since Q1 2022.

Joel Greenblatt's largest addition to Federal Realty Investment Trust (FRT) was in Q3 2025, adding 180,604 shares worth $18.3 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 226,496 shares of Federal Realty Investment Trust (FRT), valued at approximately $24.06 M.

As of the Q1 2026 filing, Federal Realty Investment Trust (FRT) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Federal Realty Investment Trust (FRT) was 226,496 shares, as reported at the end of Q1 2026.