Jeppson Wealth Management, LLC Federal Realty Investment Trust Transaction History
Jeppson Wealth Management, LLC
- $279 Million
- Q3 2024
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 7,061 shares of FRT stock, worth $793,373. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,061
Previous 7,061
-0.0%
Holding current value
$793,373
Previous $712,000
13.9%
% of portfolio
0.29%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding FRT
# of Institutions
539Shares Held
73.1MCall Options Held
180KPut Options Held
50.8K-
Vanguard Group Inc Valley Forge, PA12.8MShares$1.44 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY8.35MShares$938 Million0.02% of portfolio
-
State Street Corp Boston, MA6.11MShares$687 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY4.89MShares$549 Million0.05% of portfolio
-
Resolution Capital LTD Sydney, Nsw, C33.13MShares$352 Million6.2% of portfolio
About FEDERAL REALTY INVESTMENT TRUST
- Ticker FRT
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 80,908,200
- Market Cap $9.09B
- 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...