JEPPSON WEALTH MANAGEMENT, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1831263 MANHATTAN BEACH, CA

Position in FRT

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$712,456

+$33,669 QoQ

Shares Held

6,708

-0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $5,395,387 across 7 REIT - Retail names. FRT ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	10,164	$1,895,890
2	NNN	Nnn REIT, Inc.	25,007	$1,051,044
3	O	Realty Income Corp	13,048	$798,276
4	FRT	Federal Realty Investment Trust This page	6,708	$712,456
5	KIM	Kimco Realty Corp	16,730	$375,923
6	PINE	Alpine Income Property Trust, Inc.	15,731	$283,158
7	BRX	Brixmor Property Group Inc.	9,675	$278,640

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$712,456	6,708	-0.4%	Shares	Sole	2026-04-14
2025-12-31	$678,787	6,734	0.0%	Shares	Sole	2026-01-27
2025-09-30	$682,221	6,734	0.0%	Shares	Sole	2025-10-15
2025-06-30	$639,662	6,734	-4.7%	Shares	Sole	2025-07-15
2025-03-31	$691,489	7,069	+0.1%	Shares	Sole	2025-04-24
2024-12-31	$790,478	7,061	0.0%	Shares	Sole	2025-01-22
2024-09-30	$811,803	7,061	0.0%	Shares	Sole	2024-11-05
2024-06-30	$712,949	7,061	-0.2%	Shares	Sole	2024-08-05
2024-03-31	$722,294	7,073	+0.4%	Shares	Sole	2024-04-17
2023-12-31	$726,296	7,048	+189.9%	Shares	Sole	2024-01-11
2023-09-30	$220,321	2,431	—	Shares	Sole	2023-10-25
No filing history on record for this holder in this stock.