Institutional Ownership Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT). We have compiled data on the 555 institutions that hold shares in the stock, with a total of 74.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
11,312
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
11,308
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,035
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
10,629
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 115.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,560
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 31.47%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,555
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,474
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,461
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
10,148
shares
|
$984,660
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
10,004
shares
|
$970,688
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
9,751
shares
|
$946,139
0.0% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
9,700
shares
|
$941,191
0.21% of portfolio
|
Q2 2024
Reduced 19.83%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
9,592
shares
|
$930,711
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
9,576
shares
|
$929,159
0.23% of portfolio
|
Q3 2025
Reduced 44.49%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
9,397
shares
|
$911,790
0.0% of portfolio
|
Q4 2025
Reduced 3.35%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,389
shares
|
$911,014
0.01% of portfolio
|
Q3 2025
Added 221.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,360
shares
|
$908,200
0.01% of portfolio
|
Q3 2025
Added 21.64%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
9,200
shares
|
$892,676
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
9,163
shares
|
$889,085
0.03% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
9,018
shares
|
$875,016
0.07% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
8,950
shares
|
$868,418
0.01% of portfolio
|
Q3 2025
Added 94.4%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
8,906
shares
|
$864,149
0.01% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,749
shares
|
$848,915
0.0% of portfolio
|
Q3 2025
Added 62.05%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8,745
shares
|
$848,527
0.12% of portfolio
|
Q3 2022
Reduced 2.73%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
8,509
shares
|
$825,628
0.01% of portfolio
|
Q3 2025
Reduced 4.4%
|
|