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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Raffa Wealth Management, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
37
Since Q4 2013
Holdings of FRT by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−9−100.0%Sold outHolders
Q3 20249$1.03K<0.1%00.0%UnchangedHolders
Q2 20249$909<0.1%00.0%UnchangedHolders
Q1 20249$919<0.1%00.0%UnchangedHolders
Q4 20239$927<0.1%00.0%UnchangedHolders
Q3 20239$816<0.1%00.0%UnchangedHolders
Q2 20239$871<0.1%00.0%UnchangedHolders
Q1 20239$889<0.1%00.0%UnchangedHolders
Q4 20229$909<0.1%00.0%UnchangedHolders
Q3 20229$811<0.1%00.0%UnchangedHolders
Q2 20229$862<0.1%00.0%UnchangedHolders
Q1 20229$1.10K<0.1%−9−50.0%ReducedHolders
Q4 202118$2.45K<0.1%+9+100.0%AddedHolders
Q3 20219$1.06K<0.1%00.0%UnchangedHolders
Q2 20219$1.05K<0.1%00.0%UnchangedHolders
Q1 20219$913<0.1%00.0%UnchangedHolders
Q4 20209$766<0.1%00.0%Unchanged–
Q3 20209$661<0.1%00.0%Unchanged–
Q2 20209$767<0.1%00.0%Unchanged–
Q1 20209$671<0.1%00.0%Unchanged–
Q4 20199$1.16K<0.1%00.0%Unchanged–
Q3 20199$1.23K<0.1%+9New–
Q2 20190$00.0%−9−100.0%Sold out–
Q1 20199$1.24K<0.1%00.0%Unchanged–
Q4 20189$1.06K<0.1%00.0%Unchanged–
Q3 20189$1.14K<0.1%00.0%Unchanged–
Q2 20189$1.14K<0.1%00.0%Unchanged–
Q1 20189$1.04K<0.1%+9New–
Q1 20170$00.0%−5−100.0%Sold out–
Q4 20165$711<0.1%00.0%Unchanged–
Q3 20165$770<0.1%00.0%Unchanged–
Q2 20165$828<0.1%00.0%Unchanged–
Q1 20165$780<0.1%00.0%Unchanged–
Q4 20155$731<0.1%00.0%Unchanged–
Q3 20155$682<0.1%00.0%Unchanged–
Q2 20155$640<0.1%00.0%Unchanged–
Q1 20155$736<0.1%00.0%Unchanged–
Q4 20145$667<0.1%00.0%Unchanged–
Q3 20145$592<0.1%+5New–
Q1 20140$00.0%−5−100.0%Sold out–
Q4 20135$667<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.