Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Federal Realty Investment Trust (FRT)
← All FRT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.02 $91.65–98.74 · VW $94.18i SEC
2025   Q1 32,930 0.02 Reduce 45.18% 0.02 $80.65–111.82 · VW $95.50i $3,221,213 SEC
2024   Q4 60,070 0.04 Reduce 0.74% <0.01 $101.33–118.09 · VW $109.35i $6,724,837 SEC
2024   Q3 60,520 0.04 Reduce 1.30% $109.26–118.34 · VW $112.81i $6,957,984 SEC
2024   Q2 61,320 0.00 Reduce 0.07% $96.89–114.45 · VW $107.66i SEC
2024   Q1 61,360 0.04 Reduce 1.48% <0.01 $95.98–104.45 · VW $101.53i $6,266,083 SEC
2023   Q4 62,280 0.04 Add 14.91% <0.01 $90.57–107.61 · VW $99.97i $6,417,954 SEC
2023   Q3 54,200 0.03 Add 3.24% <0.01 $85.59–104.58 · VW $93.79i $4,912,146 SEC
2023   Q2 52,500 0.03 Add 2.20% <0.01 $85.27–104.18 · VW $96.99i $5,080,425 SEC
2023   Q1 51,370 0.03 $98.83 $5,076,897 SEC
2022   Q4 51,370 0.04 Reduce 26.66% 0.01 $95.62–112.34 · VW $106.50i $5,190,425 SEC
2022   Q3 70,040 0.04 Reduce 24.40% 0.01 $86.43–113.61 · VW $99.67i $6,312,000 SEC
2022   Q2 92,650 0.06 Add 3.58% <0.01 $92.02–123.46 · VW $107.03i $8,870,000 SEC
2022   Q1 89,450 0.06 Add 1.25% <0.01 $113.10–128.13 · VW $119.43i $10,919,000 SEC
2021   Q4 88,350 0.06 Reduce 9.62% <0.01 $117.86–140.51 · VW $128.62i $12,044,000 SEC
2021   Q3 97,750 0.05 $117.99 $11,534,000 SEC
2021   Q2 97,750 0.05 Reduce 2.05% <0.01 $109.62–125.00 · VW $117.38i $11,453,000 SEC
2021   Q1 99,800 0.05 Reduce 0.84% <0.01 $84.38–114.78 · VW $104.00i $10,125,000 SEC
2020   Q4 100,650 0.04 Add 1.58% <0.01 $67.90–97.00 · VW $84.15i $8,567,000 SEC
2020   Q3 99,080 0.04 Add 2.14% <0.01 $67.01–84.11 · VW $73.30i $7,276,000 SEC
2020   Q2 97,000 0.05 $85.21 $8,265,000 SEC
2020   Q1 97,000 0.05 Add 2.37% <0.01 $64.68–129.39 · VW $92.45i $7,237,000 SEC
2019   Q4 94,750 0.06 Reduce 18.91% 0.02 $124.36–136.06 · VW $128.48i $12,197,000 SEC
2019   Q3 116,850 0.09 Add 3.72% <0.01 $126.29–141.35 · VW $134.55i $15,908,000 SEC
2019   Q2 112,660 0.08 Add 0.16% <0.01 $126.11–136.22 · VW $131.45i $14,506,000 SEC
2019   Q1 112,480 0.08 Add 2.59% <0.01 $128.26–139.29 · VW $133.80i $15,505,000 SEC
2018   Q4 109,640 0.07 Add 9.20% <0.01 $115.09–135.68 · VW $127.78i $12,942,000 SEC
2018   Q3 100,402 0.06 Add 8.57% <0.01 $118.07–131.72 · VW $124.61i $12,698,000 SEC
2018   Q2 92,477 0.05 Add 8.17% <0.01 $113.25–128.00 · VW $122.25i $11,703,000 SEC
2018   Q1 85,491 0.04 Reduce 0.01% $106.41–121.64 · VW $114.63i $9,926,000 SEC
2017   Q4 85,496 0.05 Add 0.31% <0.01 $119.31–134.52 · VW $124.88i $11,355,000 SEC
2017   Q3 85,236 0.05 Reduce 0.14% <0.01 $119.37–135.12 · VW $125.00i $10,587,000 SEC
2017   Q2 85,356 0.05 Add 0.40% <0.01 $120.50–135.59 · VW $129.57i $10,788,000 SEC
2017   Q1 85,014 0.05 Reduce 0.01% $126.02–143.79 · VW $133.57i $11,349,000 SEC
2016   Q4 85,025 0.05 Add 36.50% 0.01 $134.39–145.80 · VW $140.21i $12,083,000 SEC
2016   Q3 62,290 0.04 Add 0.00% $142.18–170.62 · VW $152.68i $9,588,000 SEC
2016   Q2 62,289 0.05 Add 0.00% $148.40–171.08 · VW $163.06i $10,312,000 SEC
2016   Q1 62,286 0.04 Reduce 22.82% 0.01 $143.66–159.79 · VW $151.84i $9,720,000 SEC
2015   Q4 80,704 0.05 Reduce 13.69% <0.01 $140.11–151.99 · VW $147.64i $11,791,000 SEC
2015   Q3 93,500 0.06 Reduce 25.99% 0.02 $124.87–145.58 · VW $137.98i $12,758,000 SEC
2015   Q2 126,328 0.06 Reduce 13.03% 0.01 $127.48–138.86 · VW $134.38i $16,181,000 SEC
2015   Q1 145,250 0.08 Add 25.06% 0.02 $132.65–151.11 · VW $139.14i $21,382,000 SEC
2014   Q4 116,144 0.05 Reduce 3.73% <0.01 $128.10–148.46 · VW $140.11i $15,501,000 SEC
2014   Q3 120,644 0.05 Reduce 16.98% <0.01 $116.50–133.60 · VW $127.30i $14,291,000 SEC
2014   Q2 145,313 0.05 Reduce 31.41% 0.02 $116.25–124.96 · VW $121.10i $17,571,000 SEC
2014   Q1 211,847 0.07 Add 8.80% <0.01 $105.80–118.07 · VW $113.80i $24,303,000 SEC
2013   Q4 194,714 0.05 Add 8.83% <0.01 $99.83–111.99 · VW $106.94i $19,746,000 SEC
2013   Q3 178,918 0.05 Reduce 23.28% 0.01 $95.84–107.49 · VW $102.31i $18,151,000 SEC
2013   Q2 233,221 0.06 Add 97.00% 0.03 $94.35–118.52 · VW $106.07i $24,180,000 SEC
2013   Q1 118,388 0.03 Add 13.66% <0.01 $104.13–117.18 · VW $112.77i $12,791,000 SEC
2012   Q4 104,161 0.03 Add 0.12% $99.00–108.15 · VW $104.33i $10,835,000 SEC
2012   Q3 104,031 0.03 Add 0.05% $103.48–110.51 · VW $107.27i $10,954,000 SEC
2012   Q2 103,980 0.02 Add 52.63% <0.01 $94.87–109.01 · VW $104.18i $10,823,000 SEC
2012   Q1 68,125 0.02 Add 6.24% <0.01 $94.56–101.38 · VW $98.87i $6,594,000 SEC
2011   Q4 64,126 0.01 Buy 0.01 $82.40–95.42 · VW $90.76i $5,819,000 SEC
2011   Q1 0 0.00 Sell 100.00% 0.06 $79.13–88.30 · VW $85.00i SEC
2010   Q4 380,512 0.06 Reduce 59.61% 0.08 $74.66–83.68 · VW $79.59i $29,653,000 SEC
2010   Q3 941,992 0.14 Reduce 31.94% 0.06 $75.98–85.00 · VW $80.99i $76,923,000 SEC
2010   Q2 1,383,969 0.18 Reduce 7.93% $67.44–79.67 · VW $75.10i $97,252,000 SEC
2010   Q1 1,503,152 0.00 Reduce 18.12% 0.06 $61.93–79.79 · VW $73.04i $109,444,000 SEC
2009   Q4 1,835,871 0.31 Reduce 4.14% 0.01 $58.62–71.92 · VW $64.97i $124,325,000 SEC
2009   Q3 1,915,188 0.30 Add 70.80% 0.13 $56.28–68.64 · VW $61.32i $117,535,000 SEC
2009   Q2 1,121,303 0.15 Add 5.20% <0.01 $46.80–58.40 · VW $54.08i $57,770,000 SEC
2009   Q1 1,065,920 0.17 Add 20.58% 0.03 $36.92–61.03 · VW $51.05i $48,987,000 SEC
2008   Q4 883,975 0.15 Add 20.06% 0.03 $43.46–70.00 · VW $54.70i $54,844,000 SEC
2008   Q3 736,296 0.12 Reduce 0.96% <0.01 $45.75–95.00 · VW $67.34i $63,027,000 SEC
2008   Q2 743,444 0.09 Add 23.68% 0.02 $61.87–85.00 · VW $73.16i $51,298,000 SEC
2008   Q1 601,113 0.08 Buy 0.08 $65.99–84.45 · VW $77.53i $46,857,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.01 $21.56–24.00 · VW $22.73i SEC
1999   Q1 377,800 0.01 $21.19 $8,005,000 SEC
Price snapshot:
Current price$121.84
52-week low$86.26
52-week high$125.25