SEC 13F Intelligence

Edgestream Partners, L.P. / FRT

Edgestream Partners, L.P.’s Federal Rlty Invt Tr New Position

Does Edgestream Partners, L.P. own Federal Rlty Invt Tr New (FRT)? Not currently — the last reported position was 138.8K shares worth $13M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q2 2025
Shares
138.8K
% of Portfolio
+0.37%
Quarters Held
10
position exited

Position History FRT

Reported value by quarter
Q1 ’22: $852,000Q1 ’22Q2 ’22: $3MQ3 ’22: $2MQ3 ’22Q1 ’23: $7MQ2 ’23: $2MQ2 ’23Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $1MQ1 ’25: $4MQ1 ’25Q2 ’25: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025138.8K$13M+0.37%
Q1 202545.9K$4M+0.15%
Q4 202410.8K$1M+0.05%
Q3 202421.9K$3M+0.11%
Q2 202419.6K$2M+0.10%
Q2 202319.0K$2M+0.17%
Q1 202366.6K$7M+0.73%
Q3 202226.7K$2M+0.19%
Q2 202236.2K$3M+0.27%
Q1 20227.0K$852,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edgestream Partners, L.P.’s full portfolio or all institutional holders of FRT.