Jackson, Grant Investment Advisers, Inc.

Position in FRT — Federal Realty Investment Trust

CIK 1650300 STAMFORD, CT

Position in FRT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$18,392

+$3,204 QoQ

Shares Held

149

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#536

of 614 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $73,418 across 4 REIT - Retail names. FRT ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	716	$29,799
2	FRT	Federal Realty Investment Trust This page	149	$18,392
3	O	Realty Income Corp	270	$16,729
4	SPG	Simon Property Group Inc.	38	$8,498

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,392	149	+4.2%	Shares	Sole	2026-07-31
2026-03-31	$15,188	143	-89.3%	Shares	Sole	2026-05-08
2025-12-31	$134,366	1,333	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$134,944	1,332	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$126,336	1,330	0.0%	Shares	Sole	2025-07-17
2025-03-31	$130,100	1,330	0.0%	Shares	Sole	2025-05-06
2024-12-31	$148,893	1,330	+11.5%	Shares	Sole	2025-01-27
2024-09-30	$137,159	1,193	0.0%	Shares	Sole	2024-10-17
2024-06-30	$120,457	1,193	0.0%	Shares	Sole	2024-07-16
2024-03-31	$121,829	1,193	0.0%	Shares	Sole	2024-05-08
2023-12-31	$122,938	1,193	0.0%	Shares	Sole	2024-02-01
2023-09-30	$108,121	1,193	0.0%	Shares	Sole	2023-10-13
2023-06-30	$115,446	1,193	0.0%	Shares	Sole	2023-08-01
2023-03-31	$117,904	1,193	0.0%	Shares	Sole	2023-05-02
2022-12-31	$120,540	1,193	0.0%	Shares	Sole	2023-01-26
2022-09-30	$107,513	1,193	0.0%	Shares	Sole	2022-11-14
2022-06-30	$114,217	1,193	0.0%	Shares	Sole	2022-08-04
2022-03-31	$145,629	1,193	—	Shares	Sole	2022-04-28
No filing history on record for this holder in this stock.