Ken Fisher's FRT Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 68,648 shares of Federal Realty Investment Trust (FRT) worth $7.29 M, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in FRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 12,941 shares. Largest reduction occurred in Q4 2023, reducing 16,324 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +12,941 | Add 23.23% | 68,648 | $106.21 |
| Q4 2025 | +105 | Add 0.19% | 55,707 | $100.80 |
| Q3 2025 | -141 | Reduce 0.25% | 55,602 | $101.31 |
| Q2 2025 | +120 | Add 0.22% | 55,743 | $94.99 |
| Q1 2025 | -472 | Reduce 0.84% | 55,623 | $97.82 |
| Q4 2024 | +22 | Add 0.04% | 56,095 | $111.95 |
| Q3 2024 | -35 | Reduce 0.06% | 56,073 | $114.97 |
| Q2 2024 | +35 | Add 0.06% | 56,108 | $100.97 |
| Q1 2024 | -177 | Reduce 0.31% | 56,073 | $102.12 |
| Q4 2023 | -16,324 | Reduce 22.49% | 56,250 | $103.05 |
| Q3 2023 | -11,331 | Reduce 13.50% | 72,574 | $90.63 |
| Q2 2023 | -681 | Reduce 0.81% | 83,905 | $96.77 |
| Q1 2023 | -584 | Reduce 0.69% | 84,586 | $99.91 |
| Q4 2022 | +85,170 | New Buy | 85,170 | $101.04 |
Ken Fisher's Federal Realty Investment Trust Investment FAQs
Ken Fisher first purchased Federal Realty Investment Trust (FRT) in Q4 2022, acquiring 85,170 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Federal Realty Investment Trust (FRT) for 14 quarters since Q4 2022.
Ken Fisher's largest addition to Federal Realty Investment Trust (FRT) was in Q4 2022, adding 85,170 shares worth $8.61 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 68,648 shares of Federal Realty Investment Trust (FRT), valued at approximately $7.29 M.
As of the Q1 2026 filing, Federal Realty Investment Trust (FRT) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Federal Realty Investment Trust (FRT) was 85,170 shares, as reported at the end of Q4 2022.