JB Capital’s Federal Realty Investment Trust FRT Stock Holding History

JB Capital’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 Q3	$5.65M	Buy	52,143 +1,338	+3%	+$158K	0.19%	63
2026 Q2	$6.27M	Buy	50,805 +3,897	+8%	+$453K	0.22%	56
2026 Q1	$4.98M	Buy	46,908 +17,817	+61%	+$1.86M	0.2%	55
2025 Q4	$2.93M	Buy	29,091 +4,047	+16%	+$399K	0.12%	95
2025 Q3	$2.54M	Buy	25,044 +4,514	+22%	+$436K	0.11%	103
2025 Q2	$1.95M	Buy	20,530 +1,539	+8%	+$145K	0.09%	104
2025 Q1	$1.86M	Buy	18,991 +3,193	+20%	+$332K	0.1%	98
2024 Q4	$1.77M	Buy	15,798 +1,238	+9%	+$140K	0.1%	94
2024 Q3	$1.67M	Buy	14,560 +969	+7%	+$108K	0.1%	96
2024 Q2	$1.37M	Buy	13,591 +4,033	+42%	+$407K	0.09%	103
2024 Q1	$976K	Buy	9,558 +1,131	+13%	+$114K	0.07%	109
2023 Q4	$868K	Buy	8,427 +1,597	+23%	+$151K	0.06%	106
2023 Q3	$619K	Buy	6,830 +1,593	+30%	+$157K	0.05%	112
2023 Q2	$507K	Buy	5,237 +724	+16%	+$68.1K	0.04%	108
2023 Q1	$446K	Buy	4,513 +211	+5%	+$22.1K	0.04%	113
2022 Q4	$435K	Buy	+4,302	New	+$436K	0.04%	113

Other funds holding FRT

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

JB Capital's FRT Position: Q3 2026 in Review

JB Capital increased its Federal Realty Investment Trust (FRT) stake by 2.6% in Q3 2026, buying an estimated $158K and bringing the position to 52,143 shares worth $5.65M. The position accounts for 0.19% of the portfolio, ranked #63.

JB Capital first reported a position in FRT in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.27M in Q2 2026. 88 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

JB Capital held 52,143 shares of Federal Realty Investment Trust worth $5.65M as of Q3 2026.
JB Capital bought 1,338 Federal Realty Investment Trust shares in Q3 2026, an estimated $158K.
Federal Realty Investment Trust made up 0.19% of JB Capital's portfolio in Q3 2026, its #63 holding.
JB Capital first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 16 quarters since.
JB Capital's Federal Realty Investment Trust position peaked at $6.27M in Q2 2026.
88 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.