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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
54
shares
|
$5,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
54
shares
|
$5,266
0.0% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$4,876
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
49
shares
|
$4,778
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
47
shares
|
$4,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
42
shares
|
$4,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$3,803
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$3,218
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
33
shares
|
$3,218
0.0% of portfolio
|
Q4 2024
Reduced 97.61%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
32
shares
|
$3,120
0.0% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31
shares
|
$3,023
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
31
shares
|
$3,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
31
shares
|
$3,023
0.0% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
29
shares
|
$2,828
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
26
shares
|
$2,535
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
24
shares
|
$2,340
0.0% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
23
shares
|
$2,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
21
shares
|
$2,048
0.0% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
21
shares
|
$2,048
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
19
shares
|
$1,853
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
19
shares
|
$1,853
0.0% of portfolio
|
Q1 2024
Added 1800.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
17
shares
|
$1,658
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
16
shares
|
$1,560
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
16
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
16
shares
|
$1,560
0.0% of portfolio
|
Q3 2022
New holding
|