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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
93
shares
|
$9,023
0.0% of portfolio
|
Q3 2025
Reduced 20.51%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
84
shares
|
$8,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
81
shares
|
$7,859
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
70
shares
|
$6,792
0.0% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
68
shares
|
$6,598
0.0% of portfolio
|
Q3 2025
Added 70.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
67
shares
|
$6,501
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
65
shares
|
$6,306
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
59
shares
|
$5,724
0.0% of portfolio
|
Q2 2025
Added 78.79%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
58
shares
|
$5,627
0.0% of portfolio
|
Q2 2023
Added 11.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
58
shares
|
$5,627
0.0% of portfolio
|
Q3 2025
Reduced 96.51%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
55
shares
|
$5,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
49
shares
|
$4,754
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
40
shares
|
$3,881
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$3,784
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
35
shares
|
$3,396
0.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
34
shares
|
$3,299
0.0% of portfolio
|
Q3 2025
Reduced 73.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
34
shares
|
$3,299
0.0% of portfolio
|
Q3 2025
Reduced 95.98%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$3,201
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
32
shares
|
$3,104
0.0% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
31
shares
|
$3,007
0.0% of portfolio
|
Q2 2025
Added 47.62%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
31
shares
|
$3,007
0.0% of portfolio
|
Q3 2025
Reduced 26.19%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
31
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31
shares
|
$3,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
30
shares
|
$2,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
30
shares
|
$2,910
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|