Position in FRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$851,242
+$55,092 QoQ
Shares Held
6,896
-8.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#304
of 618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $1,592,865 across 2 REIT - Retail names. FRT ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
This page
|
6,896 | $851,242 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,316 | $741,623 |
All Filings in FRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,242 | 6,896 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $796,150 | 7,496 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $794,808 | 7,885 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $798,829 | 7,885 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $748,996 | 7,885 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $771,310 | 7,885 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $882,725 | 7,885 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $906,538 | 7,885 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $796,148 | 7,885 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $805,216 | 7,885 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $812,549 | 7,885 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $714,617 | 7,885 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $763,031 | 7,885 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $779,274 | 7,885 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $796,700 | 7,885 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $711,948 | 7,900 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $756,346 | 7,900 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $964,353 | 7,900 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||