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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRT overviewAll 13F holders of FRTFull Q2 2026 holdings

Shares (Q2 2026)
14,794
Value
$1.83M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FRT by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,794$1.83M<0.1%+10.0%AddedHolders
Q1 202614,793$1.57M<0.1%+1,388+10.4%AddedHolders
Q4 202513,405$1.35M<0.1%+295+2.3%AddedHolders
Q3 202513,110$1.33M<0.1%−49−0.4%ReducedHolders
Q2 202513,159$1.25M<0.1%+405+3.2%AddedHolders
Q1 202512,754$1.25M<0.1%+445+3.6%AddedHolders
Q4 202412,309$1.38M<0.1%+2,225+22.1%AddedHolders
Q3 202410,084$1.16M<0.1%−174−1.7%ReducedHolders
Q2 202410,258$1.04M<0.1%−62−0.6%ReducedHolders
Q1 202410,320$1.05M<0.1%+6,256+153.9%AddedHolders
Q4 20234,064$418.8K<0.1%−6,763−62.5%ReducedHolders
Q3 202310,827$981.3K<0.1%−163−1.5%ReducedHolders
Q2 202310,990$1.06M<0.1%+233+2.2%AddedHolders
Q1 202310,757$1.06M<0.1%−25,592−70.4%ReducedHolders
Q4 202236,349$3.67M0.1%+31,264+614.8%AddedHolders
Q3 20225,085$458.0K<0.1%+565+12.5%AddedHolders
Q2 20224,520$433.0K<0.1%−723−13.8%ReducedHolders
Q1 20225,243$640.0K<0.1%−234−4.3%ReducedHolders
Q4 20215,477$747.0K<0.1%−1,838−25.1%ReducedHolders
Q3 20217,315$863.0K<0.1%+291+4.1%AddedHolders
Q2 20217,024$823.0K<0.1%+3,023+75.6%AddedHolders
Q1 20214,001$406.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.