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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

JB Capital's FRT Position: Q1 2026 in Review

JB Capital increased its Federal Realty Investment Trust (FRT) stake by 61% in Q1 2026, buying an estimated $1.86M and bringing the position to 46,908 shares worth $4.98M. The position accounts for 0.2% of the portfolio, ranked #55.

JB Capital first reported a position in FRT in Q4 2022 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

JB Capital held 46,908 shares of Federal Realty Investment Trust worth $4.98M as of Q1 2026.
JB Capital bought 17,817 Federal Realty Investment Trust shares in Q1 2026, an estimated $1.86M.
Federal Realty Investment Trust made up 0.2% of JB Capital's portfolio in Q1 2026, its #55 holding.
JB Capital first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 14 quarters since.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.