Jeppson Wealth Management, LLC Federal Realty Investment Trust Transaction History
Jeppson Wealth Management, LLC
- $289 Million
- Q2 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Federal Realty Investment Trust stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,734 shares of FRT stock, worth $625,049. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,734
Previous 7,069
4.74%
Holding current value
$625,049
Previous $691,000
7.53%
% of portfolio
0.22%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding FRT
# of Institutions
524Shares Held
79.9MCall Options Held
162KPut Options Held
170K-
Vanguard Group Inc Valley Forge, PA13.3MShares$1.23 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY8.35MShares$775 Million0.02% of portfolio
-
Norges Bank Oslo, Q87.27MShares$675 Million0.09% of portfolio
-
State Street Corp Boston, MA6.4MShares$594 Million0.03% of portfolio
-
Resolution Capital LTD Sydney, Nsw, C32.92MShares$271 Million5.6% of portfolio
About FEDERAL REALTY INVESTMENT TRUST
- Ticker FRT
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 80,908,200
- Market Cap $7.51B
- Description
- Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as San Francisco and Los Angeles. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in...