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Equibles

JEPPSON WEALTH MANAGEMENT, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1831263 MANHATTAN BEACH, CA
Back to FRT Full portfolio

Position in FRT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$828,035
+$115,579 QoQ
Shares Held
6,708
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#308
of 619 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FRT Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $6,272,777 across 7 REIT - Retail names. FRT ranks #4 (13.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 10,153 $2,270,718
2 NNN
Nnn REIT, Inc.
 24,902 $1,158,690
3 O
Realty Income Corp
 15,512 $961,123
4 FRT
Federal Realty Investment Trust
This page 		6,708 $828,035
5 KIM
Kimco Realty Corp
 16,670 $422,584
6 PINE
Alpine Income Property Trust, Inc.
 15,731 $326,575
7 BRX
Brixmor Property Group Inc.
 9,675 $305,052

All Filings in FRT

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $828,035 6,708
2026-03-31 $712,456 6,708
2025-12-31 $678,787 6,734
2025-09-30 $682,221 6,734
2025-06-30 $639,662 6,734
2025-03-31 $691,489 7,069
2024-12-31 $790,478 7,061
2024-09-30 $811,803 7,061
2024-06-30 $712,949 7,061
2024-03-31 $722,294 7,073
2023-12-31 $726,296 7,048
2023-09-30 $220,321 2,431