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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,297
shares
|
$224,026
0.13% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,183
shares
|
$212,907
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
2,172
shares
|
$211,835
0.15% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
2,150
shares
|
$209,689
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,142
shares
|
$208,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,119
shares
|
$206,666
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
2,108
shares
|
$205,593
0.0% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
2,108
shares
|
$205,593
0.22% of portfolio
|
Q4 2024
Reduced 26.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,057
shares
|
$200,619
0.19% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,044
shares
|
$199,351
0.0% of portfolio
|
Q4 2024
Added 66.86%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,036
shares
|
$198,571
0.01% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,031
shares
|
$198,083
0.01% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,027
shares
|
$197,693
0.0% of portfolio
|
Q4 2024
Reduced 37.52%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$195,060
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$195,060
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,994
shares
|
$194,474
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,958
shares
|
$190,963
0.05% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
1,924
shares
|
$187,647
0.0% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
1,921
shares
|
$187,355
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,902
shares
|
$185,502
0.0% of portfolio
|
Q4 2024
Reduced 98.85%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
1,890
shares
|
$184,331
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
1,873
shares
|
$182,673
0.01% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
1,859
shares
|
$181,308
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,851
shares
|
$180,528
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,837
shares
|
$179,162
0.0% of portfolio
|
Q4 2024
Added 4.55%
|