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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
773
shares
|
$75,004
0.0% of portfolio
|
Q3 2025
Added 32.82%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
732
shares
|
$71,025
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
711
shares
|
$68,988
0.02% of portfolio
|
Q3 2025
Added 90.62%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
679
shares
|
$65,883
0.0% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
664
shares
|
$64,427
0.0% of portfolio
|
Q3 2025
Added 54.78%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
650
shares
|
$63,069
0.0% of portfolio
|
Q3 2023
Reduced 18.75%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$61,322
0.01% of portfolio
|
Q1 2025
Added 777.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
603
shares
|
$58,509
0.0% of portfolio
|
Q3 2025
Added 71.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
534
shares
|
$51,814
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
526
shares
|
$51,037
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
496
shares
|
$48,126
0.01% of portfolio
|
Q4 2025
Added 46.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
491
shares
|
$47,641
0.0% of portfolio
|
Q3 2025
Added 87.4%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
450
shares
|
$43,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
440
shares
|
$42,693
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
423
shares
|
$41,043
0.01% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
412
shares
|
$39,976
0.0% of portfolio
|
Q3 2025
Added 1148.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
408
shares
|
$39,588
0.0% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
383
shares
|
$37,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
350
shares
|
$33,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
346
shares
|
$33,572
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
345
shares
|
$33,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
335
shares
|
$32,505
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
332
shares
|
$32,213
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
316
shares
|
$30,661
0.0% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
300
shares
|
$29,109
0.01% of portfolio
|
Q1 2024
New holding
|
|