FRT β€” FEDERAL RLTY INVT TR NEW SH BEN INT NEW

Ownership history in NovaPoint Capital, LLC  Β·  12 quarters on record

AI Ownership Summary

NovaPoint Capital, LLC reported FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows FRT at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NovaPoint Capital, LLC's position in FEDERAL RLTY INVT TR NEW SH BEN INT 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
2025 Q3

FRT was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 NovaPoint Capital, LLC held FRT β€” position size vs. price
% of Fund (quarterly)    FRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,112 +123 +3.1% 0.10% $417K 2025-10-17 $96.79
2025 Q1 REDUCED 3,989 -83 -2.0% 0.12% $390K 2025-04-28 $90.60
2024 Q4 ADDED 4,072 +152 +3.9% 0.14% $456K 2025-01-27 $103.94
2024 Q3 ADDED 3,920 +55 +1.4% 0.14% $451K 2024-10-17 $106.10
2024 Q2 REDUCED 3,865 -97 -2.4% 0.13% $390K 2024-07-10 $95.14
2024 Q1 REDUCED 3,962 -769 -16.3% 0.14% $405K 2024-04-16 $88.44
2023 Q4 REDUCED 4,731 -485 -9.3% 0.18% $488K 2024-01-16 $92.47
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About NovaPoint Capital, LLC and FRT

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

How long has NovaPoint Capital, LLC reported owning FRT?

NovaPoint Capital, LLC reported FRT across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FRT position in NovaPoint Capital, LLC's portfolio?

The largest reported portfolio weight for FRT was 0.18% in 2023 Q4.

What is the latest reported FRT position on this page?

The most recent filing on this page is 2025 Q3, when NovaPoint Capital, LLC reported 4,112 shares, equal to 0.10% of portfolio, with an estimated market value of $417K.

What does the chart on this FRT ownership page compare?

The chart compares NovaPoint Capital, LLC'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.

← Back to NovaPoint Capital, LLC Holdings