Ownership history in MATHER GROUP, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in FEDERAL RLTY INVT TR (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,453 | — | 0% | 0.00% | $147K | $99.06 |
| 2025 Q1 | UNCHANGED | 1,453 | — | 0% | 0.00% | $142K | $93.47 |
| 2024 Q4 | UNCHANGED | 1,453 | — | 0% | 0.00% | $163K | $105.92 |
| 2024 Q3 | REDUCED | 1,453 | -9 | -0.6% | 0.00% | $167K | $107.74 |
| 2024 Q2 | UNCHANGED | 1,462 | — | 0% | 0.00% | $149K | $94.62 |
| 2024 Q1 | REDUCED | 1,462 | -710 | -32.7% | 0.00% | $151K | $94.67 |
| 2022 Q1 | ADDED | 2,172 | +9 | +0.4% | 0.01% | $265K | $103.66 |
| 2021 Q4 | ADDED | 2,163 | +305 | +16.4% | 0.01% | $295K | $114.70 |
| 2021 Q3 | REDUCED | 1,858 | -2 | -0.1% | 0.01% | $219K | $98.50 |
| 2021 Q2 | INITIATED | 1,860 | — | — | 0.01% | $218K | $96.93 |
As of 2025 Q4 — sorted by position size