FRT β€” FEDERAL RLTY INVT TR NEW

Ownership history in Armstrong, Fleming & Moore, Inc  Β·  4 quarters on record

AI Ownership Summary

Armstrong, Fleming & Moore, Inc reported FEDERAL RLTY INVT TR NEW (FRT) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows FRT at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Armstrong, Fleming & Moore, Inc's position in FEDERAL RLTY INVT TR NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FRT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Armstrong, Fleming & Moore, Inc held FRT β€” position size vs. price
% of Fund (quarterly)    FRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,890 +750 +35.0% 0.13% $307K 2026-04-13 $108.99
2025 Q2 ADDED 2,140 +250 +13.2% 0.11% $203K 2025-07-23 $92.51
2024 Q4 UNCHANGED 1,890 β€” 0% 0.13% $212K 2025-02-05 $103.93
2024 Q3 INITIATED 1,890 β€” β€” 0.13% $217K 2024-10-16 $106.25

FAQ About Armstrong, Fleming & Moore, Inc and FRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Armstrong, Fleming & Moore, Inc reported owning FRT?

Armstrong, Fleming & Moore, Inc reported FRT across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FRT position in Armstrong, Fleming & Moore, Inc's portfolio?

The largest reported portfolio weight for FRT was 0.13% in 2026 Q1.

What is the latest reported FRT position on this page?

The most recent filing on this page is 2026 Q1, when Armstrong, Fleming & Moore, Inc reported 2,890 shares, equal to 0.13% of portfolio, with an estimated market value of $307K.

What does the chart on this FRT ownership page compare?

The chart compares Armstrong, Fleming & Moore, Inc's quarterly FRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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