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Livermore
Livermore
ZHEN

Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Joel Isaacson & Co., LLC, 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)
6,896
Value
$851.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FRT by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,896$851.2K<0.1%−600−8.0%ReducedHolders
Q1 20267,496$796.1K<0.1%−389−4.9%ReducedHolders
Q4 20257,885$794.8K<0.1%00.0%UnchangedHolders
Q3 20257,885$798.8K<0.1%00.0%UnchangedHolders
Q2 20257,885$749.0K<0.1%00.0%UnchangedHolders
Q1 20257,885$771.3K<0.1%00.0%UnchangedHolders
Q4 20247,885$882.7K<0.1%00.0%UnchangedHolders
Q3 20247,885$906.5K<0.1%00.0%UnchangedHolders
Q2 20247,885$796.1K<0.1%00.0%UnchangedHolders
Q1 20247,885$805.2K<0.1%00.0%UnchangedHolders
Q4 20237,885$812.5K<0.1%00.0%UnchangedHolders
Q3 20237,885$714.6K<0.1%00.0%UnchangedHolders
Q2 20237,885$763.0K0.1%00.0%UnchangedHolders
Q1 20237,885$779.3K0.1%00.0%UnchangedHolders
Q4 20227,885$796.7K0.1%−15−0.2%ReducedHolders
Q3 20227,900$712.0K0.1%00.0%UnchangedHolders
Q2 20227,900$756.0K0.1%00.0%UnchangedHolders
Q1 20227,900$967.0K0.1%+7,900NewHolders
Q4 20210$00.0%−7,885−100.0%Sold outHolders
Q3 20217,885$930.0K0.1%00.0%UnchangedHolders
Q2 20217,885$924.0K0.1%00.0%UnchangedHolders
Q1 20217,885$800.0K0.1%––Holders

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