FRT FEDERAL RLTY INVT TR SBI CMN

Ownership history in FORA Capital, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in FEDERAL RLTY INVT TR SBI CMN (FRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2021 Q4)
Avg. % of fund
0.07%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,083 -9,809 -82.5% 0.04% $211K $99.06
2025 Q2 ADDED 11,892 +5,103 +75.2% 0.13% $1.1M $91.80
2025 Q1 ADDED 6,789 +2,450 +56.5% 0.07% $664K $93.47
2022 Q1 ADDED 4,339 +1,918 +79.2% 0.10% $538K $103.66
2021 Q4 ADDED 2,421 +1,971 +438.0% 0.13% $330K $114.70
2021 Q2 REDUCED 450 -2,514 -84.8% 0.01% $53K $96.93
2020 Q4 ADDED 2,964 +1,691 +132.8% 0.04% $252K $69.11
2020 Q2 REDUCED 1,273 -2,241 -63.8% 0.04% $108K $67.44
2020 Q1 REDUCED 3,514 -2,896 -45.2% 0.06% $262K $58.35
2019 Q4 INITIATED 6,410 0.08% $825K $99.66
% of Fund (quarterly)    FRT price (monthly, adj. close)
← Back to FORA Capital, LLC Holdings