JFS WEALTH ADVISORS, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1568068
HERMITAGE, PA
Position in FRT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$493
+$391 QoQ
Shares Held
4
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#603
of 614 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $136,777 across 15 REIT - Retail names. FRT ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,837 | $113,820 | |
| 2 | SPG |
Simon Property Group Inc.
|
49 | $10,958 | |
| 3 | KIM |
Kimco Realty Corp
|
142 | $3,599 | |
| 4 | MAC |
Macerich Co
|
66 | $1,662 | |
| 5 | SKT |
Tanger Inc.
|
40 | $1,578 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
36 | $1,074 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
21 | $874 | |
| 8 | FRT |
Federal Realty Investment Trust
This page
|
4 | $493 |
All Filings in FRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493 | 4 | Shares | Sole | 2026-07-10 | |
| 2024-03-31 | $102 | 1 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $515 | 5 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||