JFS Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

JFS Wealth Advisors’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	$494	Buy	+4	New	+$465	﹤0.01%	1951
2024 Q2	–	Sell	-1	Closed	-$103	–	2009
2024 Q1	$103	Sell	1 -4	-80%	-$404	﹤0.01%	1948
2023 Q4	$516	Buy	+5	New	+$472	﹤0.01%	1799

Other funds holding FRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

JFS Wealth Advisors's FRT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 4 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FRT as recently as Q1 2024.

JFS Wealth Advisors first reported a position in FRT in Q4 2023 and has held it in 3 quarters since. The position peaked at $516 in Q4 2023. 98 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

JFS Wealth Advisors held 4 shares of Federal Realty Investment Trust worth $494 as of Q2 2026.
Federal Realty Investment Trust was a new JFS Wealth Advisors position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1951 holding.
JFS Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 3 quarters since.
JFS Wealth Advisors's Federal Realty Investment Trust position peaked at $516 in Q4 2023.
98 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.