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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Ellevest, Inc., 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of FRT by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−876−100.0%Sold outHolders
Q1 2023876$86.6K<0.1%−94−9.7%ReducedHolders
Q4 2022970$98.0K<0.1%−92−8.7%ReducedHolders
Q3 20221,062$96.0K<0.1%+84+8.6%AddedHolders
Q2 2022978$94.0K<0.1%−772−44.1%ReducedHolders
Q1 20221,750$214.0K<0.1%+500+40.0%AddedHolders
Q4 20211,250$170.0K<0.1%+218+21.1%AddedHolders
Q3 20211,032$122.0K<0.1%+393+61.5%AddedHolders
Q2 2021639$75.0K<0.1%−552−46.3%ReducedHolders
Q1 20211,191$121.0K<0.1%––Holders

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