Jeppson Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Jeppson 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	$712K	Sell	6,708 -26	-0.4%	-$2.72K	0.22%	97
2025 Q4	$679K	Hold	6,734	–	–	0.21%	98
2025 Q3	$682K	Hold	6,734	–	–	0.22%	98
2025 Q2	$640K	Sell	6,734 -335	-5%	-$31.7K	0.22%	100
2025 Q1	$691K	Buy	7,069 +8	+0.1%	+$831	0.25%	90
2024 Q4	$790K	Hold	7,061	–	–	0.29%	84
2024 Q3	$812K	Hold	7,061	–	–	0.29%	83
2024 Q2	$713K	Sell	7,061 -12	-0.2%	-$1.21K	0.27%	87
2024 Q1	$722K	Buy	7,073 +25	+0.4%	+$2.53K	0.28%	85
2023 Q4	$726K	Buy	7,048 +4,617	+190%	+$436K	0.3%	83
2023 Q3	$220K	Buy	+2,431	New	+$240K	0.1%	164

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

Jeppson Wealth Management's FRT Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Federal Realty Investment Trust (FRT) stake by 0.39% in Q1 2026, selling an estimated $2.72K and leaving 6,708 shares worth $712K. The position accounts for 0.22% of the portfolio, ranked #97.

Jeppson Wealth Management first reported a position in FRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $812K in Q3 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Jeppson Wealth Management held 6,708 shares of Federal Realty Investment Trust worth $712K as of Q1 2026.
Jeppson Wealth Management sold 26 Federal Realty Investment Trust shares in Q1 2026, an estimated $2.72K.
Federal Realty Investment Trust made up 0.22% of Jeppson Wealth Management's portfolio in Q1 2026, its #97 holding.
Jeppson Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2023 and has held it in 11 quarters since.
Jeppson Wealth Management's Federal Realty Investment Trust position peaked at $812K in Q3 2024.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.