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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.02 SEC
2025   Q1 32,930 0.02 Reduce 45.18% 0.02 $97.82 $3,221,213 SEC
2024   Q4 60,070 0.04 Reduce 0.74% <0.01 $111.95 $6,724,837 SEC
2024   Q3 60,520 0.04 Reduce 1.30% $114.97 $6,957,984 SEC
2024   Q2 61,320 0.00 Reduce 0.07% SEC
2024   Q1 61,360 0.04 Reduce 1.48% <0.01 $102.12 $6,266,083 SEC
2023   Q4 62,280 0.04 Add 14.91% <0.01 $103.05 $6,417,954 SEC
2023   Q3 54,200 0.03 Add 3.24% <0.01 $90.63 $4,912,146 SEC
2023   Q2 52,500 0.03 Add 2.20% <0.01 $96.77 $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 $101.04 $5,190,425 SEC
2022   Q3 70,040 0.04 Reduce 24.40% 0.01 $90.12 $6,312,000 SEC
2022   Q2 92,650 0.06 Add 3.58% <0.01 $95.74 $8,870,000 SEC
2022   Q1 89,450 0.06 Add 1.25% <0.01 $122.07 $10,919,000 SEC
2021   Q4 88,350 0.06 Reduce 9.62% <0.01 $136.32 $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 $117.17 $11,453,000 SEC
2021   Q1 99,800 0.05 Reduce 0.84% <0.01 $101.45 $10,125,000 SEC
2020   Q4 100,650 0.04 Add 1.58% <0.01 $85.12 $8,567,000 SEC
2020   Q3 99,080 0.04 Add 2.14% <0.01 $73.44 $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 $74.61 $7,237,000 SEC
2019   Q4 94,750 0.06 Reduce 18.91% 0.02 $128.73 $12,197,000 SEC
2019   Q3 116,850 0.09 Add 3.72% <0.01 $136.14 $15,908,000 SEC
2019   Q2 112,660 0.08 Add 0.16% <0.01 $128.76 $14,506,000 SEC
2019   Q1 112,480 0.08 Add 2.59% <0.01 $137.85 $15,505,000 SEC
2018   Q4 109,640 0.07 Add 9.20% <0.01 $118.04 $12,942,000 SEC
2018   Q3 100,402 0.06 Add 8.57% <0.01 $126.47 $12,698,000 SEC
2018   Q2 92,477 0.05 Add 8.17% <0.01 $126.55 $11,703,000 SEC
2018   Q1 85,491 0.04 Reduce 0.01% $116.11 $9,926,000 SEC
2017   Q4 85,496 0.05 Add 0.31% <0.01 $132.81 $11,355,000 SEC
2017   Q3 85,236 0.05 Reduce 0.14% <0.01 $124.21 $10,587,000 SEC
2017   Q2 85,356 0.05 Add 0.40% <0.01 $126.39 $10,788,000 SEC
2017   Q1 85,014 0.05 Reduce 0.01% $133.50 $11,349,000 SEC
2016   Q4 85,025 0.05 Add 36.50% 0.01 $142.11 $12,083,000 SEC
2016   Q3 62,290 0.04 Add 0.00% $153.93 $9,588,000 SEC
2016   Q2 62,289 0.05 Add 0.00% $165.55 $10,312,000 SEC
2016   Q1 62,286 0.04 Reduce 22.82% 0.01 $156.05 $9,720,000 SEC
2015   Q4 80,704 0.05 Reduce 13.69% <0.01 $146.10 $11,791,000 SEC
2015   Q3 93,500 0.06 Reduce 25.99% 0.02 $136.45 $12,758,000 SEC
2015   Q2 126,328 0.06 Reduce 13.03% 0.01 $128.09 $16,181,000 SEC
2015   Q1 145,250 0.08 Add 25.06% 0.02 $147.21 $21,382,000 SEC
2014   Q4 116,144 0.05 Reduce 3.73% <0.01 $133.46 $15,501,000 SEC
2014   Q3 120,644 0.05 Reduce 16.98% <0.01 $118.46 $14,291,000 SEC
2014   Q2 145,313 0.05 Reduce 31.41% 0.02 $120.92 $17,571,000 SEC
2014   Q1 211,847 0.07 Add 8.80% <0.01 $114.72 $24,303,000 SEC
2013   Q4 194,714 0.05 Add 8.83% <0.01 $101.41 $19,746,000 SEC
2013   Q3 178,918 0.05 Reduce 23.28% 0.01 $101.45 $18,151,000 SEC
2013   Q2 233,221 0.06 Add 124.29% 0.03 $103.68 $24,180,000 SEC
2012   Q2 103,980 0.02 Add 52.63% <0.01 $104.09 $10,823,000 SEC
2012   Q1 68,125 0.02 Add 6.24% <0.01 $96.79 $6,594,000 SEC
2011   Q4 64,126 0.01 Buy 0.01 $90.74 $5,819,000 SEC
2011   Q1 0 0.00 Sell 100.00% 0.06 SEC
2010   Q4 380,512 0.06 Reduce 59.61% 0.17 $77.93 $29,653,000 SEC
2010   Q3 941,992 0.29 Reduce 31.94% 0.06 $81.66 $76,923,000 SEC
2010   Q2 1,383,969 0.19 Reduce 7.93% $70.27 $97,252,000 SEC
2010   Q1 1,503,152 0.00 Reduce 18.12% 0.06 $72.81 $109,444,000 SEC
2009   Q4 1,835,871 0.31 Reduce 4.14% 0.01 $67.72 $124,325,000 SEC
2009   Q3 1,915,188 0.30 Add 70.80% 0.12 $61.37 $117,535,000 SEC
2009   Q2 1,121,303 0.15 Add 5.20% <0.01 $51.52 $57,770,000 SEC
2009   Q1 1,065,920 0.17 Add 20.58% 0.03 $45.96 $48,987,000 SEC
2008   Q4 883,975 0.15 Add 20.06% 0.03 $62.04 $54,844,000 SEC
2008   Q3 736,296 0.12 Reduce 0.96% <0.01 $85.60 $63,027,000 SEC
2008   Q2 743,444 0.09 Add 23.68% 0.02 $69.00 $51,298,000 SEC
2008   Q1 601,113 0.08 Buy 0.08 $77.95 $46,857,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.01 SEC
1999   Q1 377,800 0.01 $21.19 $8,005,000 SEC