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Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Ethic 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 2026)
3,972
Value
$490.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FRT by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,972$490.3K<0.1%−4−0.1%ReducedHolders
Q1 20263,976$422.2K<0.1%−280−6.6%ReducedHolders
Q4 20254,256$429.0K<0.1%+269+6.7%AddedHolders
Q3 20253,987$403.9K<0.1%+126+3.3%AddedHolders
Q2 20253,861$365.5K<0.1%−2,632−40.5%ReducedHolders
Q1 20256,493$629.7K<0.1%+67+1.0%AddedHolders
Q4 20246,426$719.4K<0.1%+145+2.3%AddedHolders
Q3 20246,281$641.4K<0.1%+12+0.2%AddedHolders
Q2 20246,269$633.0K<0.1%−12−0.2%ReducedHolders
Q1 20246,281$641.4K<0.1%+193+3.2%AddedHolders
Q4 20236,088$627.4K<0.1%+1,030+20.4%AddedHolders
Q3 20235,058$458.4K<0.1%−3,625−41.7%ReducedHolders
Q2 20238,683$840.2K<0.1%−691−7.4%ReducedHolders
Q1 20239,374$926.4K<0.1%−895−8.7%ReducedHolders
Q4 202210,269$1.04M0.1%+770+8.1%AddedHolders
Q3 20229,499$856.0K0.1%+2,411+34.0%AddedHolders
Q2 20227,088$679.0K<0.1%+909+14.7%AddedHolders
Q1 20226,179$754.0K0.1%+2,409+63.9%AddedHolders
Q4 20213,770$514.0K<0.1%+158+4.4%AddedHolders
Q3 20213,612$426.0K<0.1%+73+2.1%AddedHolders
Q2 20213,539$415.0K0.1%−338−8.7%ReducedHolders
Q1 20213,877$393.0K0.1%––Holders

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