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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
149
shares
|
$14,531
0.0% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
147
shares
|
$14,336
0.0% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
140
shares
|
$13,654
0.0% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
139
shares
|
$13,556
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
134
shares
|
$13,069
0.0% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
129
shares
|
$12,581
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
123
shares
|
$11,996
0.03% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
113
shares
|
$11,020
0.01% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
110
shares
|
$10,728
0.0% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
105
shares
|
$10,240
0.0% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$9,753
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
93
shares
|
$9,070
0.0% of portfolio
|
Q2 2024
Added 12.05%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
89
shares
|
$8,680
0.0% of portfolio
|
Q4 2023
Reduced 4.3%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
87
shares
|
$8,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
86
shares
|
$8,387
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
72
shares
|
$7,022
0.0% of portfolio
|
Q4 2024
Added 44.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
71
shares
|
$6,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
70
shares
|
$6,827
0.0% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
64
shares
|
$6,241
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
59
shares
|
$5,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
58
shares
|
$5,656
0.0% of portfolio
|
Q2 2023
Added 11.54%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
57
shares
|
$5,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
56
shares
|
$5,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
55
shares
|
$5,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
54
shares
|
$5,266
0.01% of portfolio
|
Q4 2024
New holding
|