Latest Institutional Purchases of Federal Realty Investment Trust (FRT)
This list provides information on the latest institutional transactions involving Federal Realty Investment Trust (FRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21KNew |
$190K - $237K
|
2.21K
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $230K
|
2.15K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.03KNew |
$174K - $218K
|
2.03K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$171K - $214K
|
2K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.95KNew |
$167K - $209K
|
1.95K
$180K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.61KNew |
$138K - $172K
|
1.61K
$148K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
700New |
$60K - $74.9K
|
700
$64.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
580+ 20.57% |
$49.7K - $62.1K
|
3.4K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
384New |
$32.9K - $41.1K
|
384
$35.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$12.9K - $16.1K
|
150
$13.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$5.66K - $7.07K
|
66
$6.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25New |
$2.14K - $2.68K
|
25
$2.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$1.37K - $1.71K
|
16
$1.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$171 - $214
|
2
$185
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
171KNew |
$15.5M - $17.8M
|
171K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.05KNew |
$546K - $628K
|
6.05K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.99KNew |
$451K - $519K
|
4.99K
$461K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
4.12KNew |
$373K - $429K
|
4.12K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.62KNew |
$328K - $377K
|
3.62K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.13K+ 98.0% |
$283K - $325K
|
6.33K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
2.8K+ 1.62% |
$253K - $291K
|
175K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
2.34KNew |
$212K - $243K
|
2.34K
$216K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.38K+ 11.73% |
$125K - $143K
|
13.1K
$1.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
317New |
$28.7K - $32.9K
|
317
$29.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
202+ 8.95% |
$18.3K - $21K
|
2.46K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
45+ 0.33% |
$4.07K - $4.68K
|
13.8K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.14K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.72K - $1.97K
|
19
$1.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 5.23% |
$1.54K - $1.77K
|
342
$31.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 140.0% |
$633 - $728
|
12
$1.11K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
138KNew |
$11.8M - $13.6M
|
138K
$12.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.46KNew |
$813K - $936K
|
9.46K
$873K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.05KNew |
$262K - $302K
|
3.05K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.74KNew |
$236K - $271K
|
2.74K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.25K+ 72.03% |
$193K - $223K
|
5.38K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.08KNew |
$179K - $205K
|
2.08K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.2K+ 6.43% |
$103K - $118K
|
19.8K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.04K+ 5.25% |
$88.9K - $102K
|
20.7K
$1.91M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
850+ 22.88% |
$73K - $84.1K
|
4.57K
$421K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
706+ 27.57% |
$60.7K - $69.8K
|
3.27K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
648+ 22.87% |
$55.7K - $64.1K
|
3.48K
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337New |
$29K - $33.3K
|
337
$31.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
151+ 6.75% |
$13K - $14.9K
|
2.39K
$220K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
29New |
$2.49K - $2.87K
|
29
$2.68K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$1.72K - $1.98K
|
20
$1.85K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 37.5% |
$773 - $890
|
33
$3.05K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 11.54% |
$516 - $593
|
58
$5.35K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 85.71% |
$516 - $593
|
13
$1.2K
|
|