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 529 institutions that hold shares in the stock, with a total of 83.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,624
shares
|
$353,448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
3,550
shares
|
$346,231
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,543
shares
|
$345,548
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,527
shares
|
$343,988
0.02% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,490
shares
|
$340,379
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
3,438
shares
|
$335,308
0.0% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
3,407
shares
|
$332,284
0.07% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,267
shares
|
$318,630
0.05% of portfolio
|
Q2 2023
Added 27.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,263
shares
|
$318,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,183
shares
|
$310,437
0.0% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,173
shares
|
$309,462
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
3,132
shares
|
$305,463
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,113
shares
|
$303,610
0.0% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,104
shares
|
$302,733
0.03% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Heitman Real Estate Securities LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,083
shares
|
$300,684
0.02% of portfolio
|
Q4 2024
Reduced 71.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,056
shares
|
$298,051
0.0% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
3,023
shares
|
$294,833
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,022
shares
|
$294,735
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,012
shares
|
$293,760
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,940
shares
|
$286,738
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
2,850
shares
|
$277,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
2,821
shares
|
$275,132
0.01% of portfolio
|
Q4 2024
Reduced 85.56%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
2,800
shares
|
$273,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,743
shares
|
$267,524
0.0% of portfolio
|
Q4 2024
Added 31.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,732
shares
|
$266,451
0.01% of portfolio
|
Q4 2024
Reduced 77.12%
|