JTWM
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Jackson Thornton Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Jackson Thornton Wealth Management’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
Q1 		$530K Buy
4,858
+17
+0.4% +$1.78K 0.05% 103
2025
Q4 		$489K Buy
4,841
+1,554
+47% +$153K 0.05% 114
2025
Q3 		$321K Buy
+3,287
New +$318K 0.03% 171

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Jackson Thornton Wealth Management's FRT Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 0.35% in Q1 2026, buying an estimated $1.78K and bringing the position to 4,858 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #103.

Jackson Thornton Wealth Management first reported a position in FRT in Q3 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Jackson Thornton Wealth Management held 4,858 shares of Federal Realty Investment Trust worth $530K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 17 Federal Realty Investment Trust shares in Q1 2026, an estimated $1.78K.
  • Federal Realty Investment Trust made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Jackson Thornton Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.