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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by CX Institutional, 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)
1,614
Value
$199.0K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of FRT by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,614$199.0K<0.1%+52+3.3%AddedHolders
Q1 20261,562$166.0K<0.1%−103−6.2%ReducedHolders
Q4 20251,665$168.0K<0.1%+357+27.3%AddedHolders
Q3 20251,308$133.0K<0.1%+93+7.7%AddedHolders
Q2 20251,215$115.0K<0.1%+763+168.8%AddedHolders
Q1 2025452$44.0K<0.1%+452NewHolders
Q3 20220$00.0%−151−100.0%Sold outHolders
Q2 2022151$14.0K<0.1%+151NewHolders
Q4 20210$00.0%−141−100.0%Sold outHolders
Q3 2021141$17.0K<0.1%+23+19.5%AddedHolders
Q2 2021118$14.0K<0.1%+34+40.5%AddedHolders
Q1 202184$9.00K<0.1%––Holders

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