Latest Institutional Transactions on Federal Realty Investment Trust (FRT)
This table provides information on the latest institutional transactions involving Federal Realty Investment Trust (FRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
17.5KNew |
$1.59M - $2M
|
17.5K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.71KNew |
$156K - $195K
|
1.71K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
35KNew |
$3.19M - $3.99M
|
35K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.49KNew |
$318K - $398K
|
3.49K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.08KNew |
$281K - $351K
|
3.08K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67+ 0.72% |
$6.11K - $7.64K
|
9.33K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$45.6K - $57K
|
500
$48.5K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$200K - $251K
|
2.2K
$213K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
704+ 27.99% |
$64.1K - $80.3K
|
3.22K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$547 - $684
|
6
$582
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
720KNew |
$65.6M - $82.2M
|
720K
$69.9M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.4K- 5.76% |
$128K - $160K
|
22.9K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.51K
|
22
$2.13K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-558- 2.44% |
$50.8K - $63.7K
|
22.3K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-94- 9.69% |
$8.57K - $10.7K
|
876
$85K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-6.24K- 11.29% |
$569K - $712K
|
49K
$4.76M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$8.02K - $10K
|
88
$8.54K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19New |
$1.73K - $2.17K
|
19
$1.84K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
146New |
$13.3K - $16.7K
|
146
$14.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-880- 46.81% |
$80.2K - $100K
|
1K
$97K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.38KNew |
$216K - $271K
|
2.38K
$230K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-473- 18.7% |
$43.1K - $54K
|
2.06K
$200K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
331KNew |
$29.5M - $36.7M
|
331K
$32.1M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.45KNew |
$486K - $605K
|
5.45K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$195K - $243K
|
2.18K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$535 - $667
|
6
$582
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-23.3K- 98.9% |
$2.08M - $2.59M
|
260
$25.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
21.3K+ 41.88% |
$1.9M - $2.36M
|
72.1K
$6.99M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
622New |
$55.5K - $69.1K
|
622
$60.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
665New |
$59.3K - $73.9K
|
665
$64.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
27.3KNew |
$2.43M - $3.03M
|
27.3K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110New |
$9.81K - $12.2K
|
110
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-101K- 92.84% |
$9.02M - $11.2M
|
7.8K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25+ 100.0% |
$2.23K - $2.78K
|
50
$4.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
31New |
$2.76K - $3.44K
|
31
$3.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3+ 4.55% |
$268 - $333
|
69
$6.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.78K - $2.22K
|
20
$1.94K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.02K- 29.01% |
$91.2K - $114K
|
2.5K
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$4.46K - $5.55K
|
50
$4.85K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
68New |
$6.06K - $7.55K
|
68
$6.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-15- 0.19% |
$1.34K - $1.67K
|
7.89K
$765K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-144- 55.81% |
$12.8K - $16K
|
114
$11.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.05K- 12.65% |
$93.6K - $117K
|
7.25K
$704K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
65New |
$5.8K - $7.22K
|
65
$6.31K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-417- 5.38% |
$37.2K - $46.3K
|
7.34K
$712K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$17.8K - $22.2K
|
200
$19.4K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
72+ 26.67% |
$1.81K - $7.73K
|
342
$33.2K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
238New |
$5.97K - $25.5K
|
238
$23.1K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-245- 2.73% |
$6.14K - $26.3K
|
8.75K
$849K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
135New |
$3.38K - $14.5K
|
135
$13.1K
|
|