Joel Isaacson & Co’s Federal Realty Investment Trust FRT Stock Holding History

Joel Isaacson & Co’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$279K	Sell	2,580 -4,316	-63%	-$511K	0.01%	409
2026 Q2	$851K	Sell	6,896 -600	-8%	-$69.8K	0.02%	221
2026 Q1	$796K	Sell	7,496 -389	-5%	-$40.7K	0.03%	222
2025 Q4	$795K	Hold	7,885	–	–	0.03%	220
2025 Q3	$799K	Hold	7,885	–	–	0.03%	203
2025 Q2	$749K	Hold	7,885	–	–	0.03%	201
2025 Q1	$771K	Hold	7,885	–	–	0.04%	187
2024 Q4	$883K	Hold	7,885	–	–	0.04%	158
2024 Q3	$907K	Hold	7,885	–	–	0.04%	157
2024 Q2	$796K	Hold	7,885	–	–	0.04%	156
2024 Q1	$805K	Hold	7,885	–	–	0.04%	154
2023 Q4	$813K	Hold	7,885	–	–	0.05%	147
2023 Q3	$715K	Hold	7,885	–	–	0.05%	148
2023 Q2	$763K	Hold	7,885	–	–	0.05%	146
2023 Q1	$779K	Hold	7,885	–	–	0.06%	138
2022 Q4	$797K	Sell	7,885 -15	-0.2%	-$1.52K	0.06%	134
2022 Q3	$712K	Hold	7,900	–	–	0.06%	130
2022 Q2	$756K	Hold	7,900	–	–	0.06%	121
2022 Q1	$967K	Buy	+7,900	New	+$973K	0.07%	114
2021 Q4	–	Sell	-7,885	Closed	-$930K	–	312
2021 Q3	$930K	Hold	7,885	–	–	0.07%	118
2021 Q2	$924K	Hold	7,885	–	–	0.07%	115
2021 Q1	$800K	Hold	7,885	–	–	0.07%	115
2020 Q4	$671K	Hold	7,885	–	–	0.07%	120
2020 Q3	$579K	Sell	7,885 -500	-6%	-$39.4K	0.08%	111
2020 Q2	$714K	Hold	8,385	–	–	0.1%	93
2020 Q1	$626K	Hold	8,385	–	–	0.11%	86
2019 Q4	$1.08M	Hold	8,385	–	–	0.14%	68
2019 Q3	$1.14M	Hold	8,385	–	–	0.16%	63
2019 Q2	$1.08M	Hold	8,385	–	–	0.16%	68
2019 Q1	$1.16M	Hold	8,385	–	–	0.17%	72
2018 Q4	$1.04M	Hold	8,385	–	–	0.16%	77
2018 Q3	$1.06M	Hold	8,385	–	–	0.17%	59
2018 Q2	$1.06M	Hold	8,385	–	–	0.18%	58
2018 Q1	$974K	Hold	8,385	–	–	0.17%	59
2017 Q4	$1.11M	Hold	8,385	–	–	0.19%	56
2017 Q3	$1.04M	Sell	8,385 -649	-7%	-$83.5K	0.19%	57
2017 Q2	$1.14M	Hold	9,034	–	–	0.22%	52
2017 Q1	$1.21M	Buy	+9,034	New	+$1.25M	0.24%	49
2016 Q4	–	Sell	-9,034	Closed	-$1.39M	–	665
2016 Q3	$1.39M	Hold	9,034	–	–	0.29%	36
2016 Q2	$1.5M	Sell	9,034 -1,000	-10%	-$156K	0.32%	32
2016 Q1	$1.57M	Hold	10,034	–	–	0.35%	31
2015 Q4	$1.47M	Hold	10,034	–	–	0.36%	38
2015 Q3	$1.37M	Hold	10,034	–	–	0.37%	36
2015 Q2	$1.28M	Hold	10,034	–	–	0.33%	39
2015 Q1	$1.48M	Hold	10,034	–	–	0.37%	36
2014 Q4	$1.34M	Hold	10,034	–	–	0.36%	35
2014 Q3	$1.19M	Hold	10,034	–	–	0.36%	37
2014 Q2	$1.21M	Hold	10,034	–	–	0.38%	35
2014 Q1	$1.15M	Hold	10,034	–	–	0.39%	36
2013 Q4	$1.02M	Buy	10,034 +649	+7%	+$67.6K	0.37%	34
2013 Q3	$952K	Buy	+9,385	New	+$961K	0.39%	34

Other funds holding FRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Joel Isaacson & Co's FRT Position: Q3 2026 in Review

Joel Isaacson & Co reduced its Federal Realty Investment Trust (FRT) stake by 63% in Q3 2026, selling an estimated $511K and leaving 2,580 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #409.

Joel Isaacson & Co first reported a position in FRT in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.57M in Q1 2016. 501 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Joel Isaacson & Co held 2,580 shares of Federal Realty Investment Trust worth $279K as of Q3 2026.
Joel Isaacson & Co sold 4,316 Federal Realty Investment Trust shares in Q3 2026, an estimated $511K.
Federal Realty Investment Trust made up 0.01% of Joel Isaacson & Co's portfolio in Q3 2026, its #409 holding.
Joel Isaacson & Co first reported a position in Federal Realty Investment Trust in Q3 2013 and has held it in 51 quarters since.
Joel Isaacson & Co's Federal Realty Investment Trust position peaked at $1.57M in Q1 2016.
501 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.