Jackson Grant Investment Advisers’s Federal Realty Investment Trust FRT Stock Holding History
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
RC
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. 621 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.
- 621 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.