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 |
---|---|---|---|---|---|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
16
shares
|
$1,560
0.0% of portfolio
|
Q1 2022
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
16
shares
|
$1,560
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,462
0.0% of portfolio
|
Q4 2024
Added 36.36%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,462
0.0% of portfolio
|
Q4 2021
New holding
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,170
0.0% of portfolio
|
Q1 2024
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$975
0.0% of portfolio
|
Q3 2024
New holding
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$975
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
9
shares
|
$877
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
8
shares
|
$780
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q4 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4
shares
|
$390
0.0% of portfolio
|
Q2 2023
New holding
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
3
shares
|
$292
0.0% of portfolio
|
Q1 2022
New holding
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$97
0.0% of portfolio
|
Q2 2022
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q4 2024
New holding
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2024
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|