Jackson Grant Investment Advisers’s Federal Realty Investment Trust FRT Stock Holding History

Jackson Grant Investment Advisers’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 Q2	$18.4K	Buy	149 +6	+4%	+$698	0.01%	265
2026 Q1	$15.2K	Sell	143 -1,190	-89%	-$124K	0.01%	272
2025 Q4	$134K	Buy	1,333 +1	+0.1%	+$98	0.04%	142
2025 Q3	$135K	Buy	1,332 +2	+0.2%	+$193	0.05%	140
2025 Q2	$126K	Hold	1,330	–	–	0.05%	134
2025 Q1	$130K	Hold	1,330	–	–	0.05%	130
2024 Q4	$149K	Buy	1,330 +137	+11%	+$15.5K	0.06%	121
2024 Q3	$137K	Hold	1,193	–	–	0.05%	132
2024 Q2	$120K	Hold	1,193	–	–	0.05%	133
2024 Q1	$122K	Hold	1,193	–	–	0.05%	133
2023 Q4	$123K	Hold	1,193	–	–	0.05%	130
2023 Q3	$108K	Hold	1,193	–	–	0.05%	129
2023 Q2	$115K	Hold	1,193	–	–	0.05%	131
2023 Q1	$118K	Hold	1,193	–	–	0.06%	138
2022 Q4	$121K	Hold	1,193	–	–	0.06%	131
2022 Q3	$108K	Hold	1,193	–	–	0.06%	132
2022 Q2	$114K	Hold	1,193	–	–	0.06%	133
2022 Q1	$146K	Hold	1,193	–	–	0.06%	126
2021 Q4	$163K	Hold	1,193	–	–	0.08%	99
2021 Q3	$141K	Hold	1,193	–	–	0.06%	128
2021 Q2	$140K	Hold	1,193	–	–	0.06%	129
2021 Q1	$121K	Hold	1,193	–	–	0.06%	134
2020 Q4	$102K	Hold	1,193	–	–	0.05%	132
2020 Q3	$88K	Hold	1,193	–	–	0.05%	118
2020 Q2	$102K	Hold	1,193	–	–	0.06%	108
2020 Q1	$89K	Buy	1,193 +10	+0.8%	+$1.15K	0.07%	109
2019 Q4	$152K	Buy	1,183 +9	+0.8%	+$1.2K	0.08%	101
2019 Q3	$160K	Buy	1,174 +9	+0.8%	+$1.19K	0.09%	94
2019 Q2	$150K	Buy	1,165 +8	+0.7%	+$1.06K	0.09%	94
2019 Q1	$159K	Buy	1,157 +10	+0.9%	+$1.31K	0.1%	91
2018 Q4	$135K	Buy	1,147 +9	+0.8%	+$1.13K	0.09%	97
2018 Q3	$144K	Buy	1,138 +9	+0.8%	+$1.14K	0.09%	99
2018 Q2	$143K	Buy	1,129 +10	+0.9%	+$1.18K	0.1%	96
2018 Q1	$130K	Buy	1,119 +9	+0.8%	+$1.06K	0.09%	100
2017 Q4	$147K	Hold	1,110	–	–	0.1%	92
2017 Q3	$138K	Buy	+1,110	New	+$143K	0.1%	90

Other funds holding FRT

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Jackson Grant Investment Advisers's FRT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Federal Realty Investment Trust (FRT) stake by 4.2% in Q2 2026, buying an estimated $698 and bringing the position to 149 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #265.

Jackson Grant Investment Advisers first reported a position in FRT in Q3 2017 and has held it in 36 quarters since. The position peaked at $163K in Q4 2021. 203 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Jackson Grant Investment Advisers held 149 shares of Federal Realty Investment Trust worth $18.4K as of Q2 2026.
Jackson Grant Investment Advisers bought 6 Federal Realty Investment Trust shares in Q2 2026, an estimated $698.
Federal Realty Investment Trust made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #265 holding.
Jackson Grant Investment Advisers first reported a position in Federal Realty Investment Trust in Q3 2017 and has held it in 36 quarters since.
Jackson Grant Investment Advisers's Federal Realty Investment Trust position peaked at $163K in Q4 2021.
203 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.