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 |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
297
shares
|
$28,817
0.02% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
290
shares
|
$28,138
0.0% of portfolio
|
Q2 2025
Added 51.04%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
270
shares
|
$26,198
0.0% of portfolio
|
Q3 2022
Added 26.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
270
shares
|
$26,198
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
268
shares
|
$26,004
0.01% of portfolio
|
Q4 2025
Added 88.73%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
253
shares
|
$24,548
0.0% of portfolio
|
Q3 2025
Reduced 89.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
243
shares
|
$23,578
0.0% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
240
shares
|
$23,287
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
238
shares
|
$23,093
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
223
shares
|
$21,637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
213
shares
|
$20,667
0.01% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
206
shares
|
$19,988
0.0% of portfolio
|
Q3 2025
Reduced 45.65%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
204
shares
|
$19,794
0.01% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
196
shares
|
$19,017
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
172
shares
|
$16,689
0.0% of portfolio
|
Q4 2025
Reduced 73.9%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
156
shares
|
$15,136
0.01% of portfolio
|
Q2 2025
Reduced 48.51%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
153
shares
|
$14,845
0.01% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
150
shares
|
$14,554
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
136
shares
|
$13,196
0.0% of portfolio
|
Q3 2025
Added 156.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
129
shares
|
$12,516
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
127
shares
|
$12,322
0.01% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
119
shares
|
$11,546
0.0% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
116
shares
|
$11,255
0.0% of portfolio
|
Q3 2025
Added 103.51%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
110
shares
|
$10,673
0.0% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
101
shares
|
$9,800
0.0% of portfolio
|
Q3 2025
New holding
|
|