Kozak & Associates, Inc.
Position in FRT — Federal Realty Investment Trust
CIK 1764970
HIGHLANDS RANCH, CO
Position in FRT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,098
+$293 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 614 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Kozak & Associates, Inc. holds $122,798 across 5 REIT - Retail names. FRT ranks #5 (1.7% of the industry book) .
All Filings in FRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098 | 17 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,805 | 17 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,713 | 17 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,722 | 17 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,519 | 16 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,565 | 16 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,791 | 16 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,839 | 16 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,615 | 16 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $1,633 | 16 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,545 | 15 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,359 | 15 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,451 | 15 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,482 | 15 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2 | 15 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,351 | 15 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,436 | 15 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $1,831 | 15 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $2,044 | 15 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||