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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,488
shares
|
$241,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,460
shares
|
$238,693
0.01% of portfolio
|
Q3 2023
Added 8.95%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
2,459
shares
|
$238,596
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,393
shares
|
$232,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,366
shares
|
$229,572
0.0% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
2,362
shares
|
$229,184
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,333
shares
|
$226,370
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,326
shares
|
$225,691
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,307
shares
|
$223,848
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,297
shares
|
$222,877
0.13% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,267
shares
|
$219,967
0.0% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
2,260
shares
|
$219,287
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
2,254
shares
|
$218,705
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,188
shares
|
$212,301
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,183
shares
|
$211,816
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,166
shares
|
$210,166
0.0% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
2,150
shares
|
$208,614
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,148
shares
|
$208,420
0.03% of portfolio
|
Q3 2025
Reduced 76.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,124
shares
|
$206,091
0.01% of portfolio
|
Q3 2025
Reduced 53.25%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
2,117
shares
|
$205,412
0.01% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,111
shares
|
$204,830
0.0% of portfolio
|
Q3 2025
Reduced 84.68%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
2,083
shares
|
$202,113
0.04% of portfolio
|
Q3 2025
Reduced 82.48%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,057
shares
|
$199,590
0.19% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$194,060
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
1,873
shares
|
$181,737
0.02% of portfolio
|
Q3 2025
Added 130.1%
|
|