Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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
2026   Q1 226,496 0.07 Add 20.52% 0.01 $99.70–113.09 · VW $107.90i $24,056,140 SEC
2025   Q4 187,937 0.07 Add 4.06% <0.01 $90.03–103.86 · VW $98.35i $18,944,050 SEC
2025   Q3 180,604 0.08 Add 372.72% 0.06 $89.99–102.94 · VW $96.37i $18,296,991 SEC
2025   Q2 38,205 0.02 Add 971.07% 0.02 $91.65–98.74 · VW $94.18i $3,629,093 SEC
2025   Q1 3,567 <0.01 Add 69.21% <0.01 $80.65–111.82 · VW $95.50i $348,924 SEC
2024   Q4 2,108 <0.01 Add 8.66% <0.01 $101.33–118.09 · VW $109.35i $235,991 SEC
2024   Q3 1,940 <0.01 Buy <0.01 $109.26–118.34 · VW $112.81i $223,042 SEC
2024   Q2 0 0.00 Sell 100.00% <0.01 $96.89–114.45 · VW $107.66i SEC
2024   Q1 2,271 <0.01 Reduce 12.59% <0.01 $95.98–104.45 · VW $101.53i $231,915 SEC
2023   Q4 2,598 <0.01 Buy <0.01 $90.57–107.61 · VW $99.97i $267,724 SEC
2023   Q2 0 0.00 Sell 100.00% 0.01 $85.27–104.18 · VW $96.99i SEC
2023   Q1 4,684 0.01 Reduce 47.30% 0.01 $90.44–115.08 · VW $101.47i $462,920 SEC
2022   Q4 8,888 0.03 Reduce 21.97% <0.01 $95.62–112.34 · VW $106.50i $898,044 SEC
2022   Q3 11,390 0.03 Add 170.23% 0.02 $86.43–113.61 · VW $99.67i $1,026,000 SEC
2022   Q2 4,215 0.01 Add 25.45% <0.01 $92.02–123.46 · VW $107.03i $404,000 SEC
2022   Q1 3,360 0.01 Add 1.54% <0.01 $113.10–128.13 · VW $119.43i $410,000 SEC
2021   Q4 3,309 0.01 Buy 0.01 $117.86–140.51 · VW $128.62i $451,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.01 $67.90–97.00 · VW $84.15i SEC
2020   Q3 5,114 0.01 Reduce 73.40% 0.04 $67.01–84.11 · VW $73.30i $376,000 SEC
2020   Q2 19,227 0.05 Reduce 31.21% 0.02 $64.11–105.49 · VW $81.97i $1,638,000 SEC
2020   Q1 27,952 0.06 Add 1045.10% 0.05 $64.68–129.39 · VW $92.45i $2,085,000 SEC
2019   Q4 2,441 <0.01 Reduce 39.61% <0.01 $124.36–136.06 · VW $128.48i $314,000 SEC
2019   Q3 4,042 <0.01 Buy <0.01 $126.29–141.35 · VW $134.55i $550,000 SEC
Price snapshot:
Current price$121.84
Avg. buy price$101.26
+/- since buy20.32%
52-week low$86.26
52-week high$125.25