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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
26
shares
|
$2,522
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
23
shares
|
$2,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
20
shares
|
$1,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$1,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$1,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
17
shares
|
$1,649
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$1,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
16
shares
|
$1,552
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
16
shares
|
$1,552
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,455
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
14
shares
|
$1,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
13
shares
|
$1,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$970
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
10
shares
|
$970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
10
shares
|
$970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
10
shares
|
$970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$776
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
8
shares
|
$776
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
7
shares
|
$679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
7
shares
|
$679
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
6
shares
|
$582
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
5
shares
|
$485
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
5
shares
|
$485
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
4
shares
|
$388
0.0% of portfolio
|
Q3 2025
New holding
|
|