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 Q2	$828K	Hold	6,708	–	–	0.24%	92
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jeppson Wealth Management's FRT Position: Q2 2026 in Review

Jeppson Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 6,708 shares worth $828K. The position accounts for 0.24% of the portfolio, ranked #92.

Jeppson Wealth Management first reported a position in FRT in Q3 2023 and has held it in 12 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Jeppson Wealth Management held 6,708 shares of Federal Realty Investment Trust worth $828K as of Q2 2026.
Jeppson Wealth Management left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up 0.24% of Jeppson Wealth Management's portfolio in Q2 2026, its #92 holding.
Jeppson Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2023 and has held it in 12 quarters since.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.