Latest Institutional Transactions on Federal Realty Investment Trust (FRT)
This table provides information on the latest institutional transactions involving Federal Realty Investment Trust (FRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 45.45% |
$429 - $535
|
6
$674
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$5.66K - $7.07K
|
66
$7.42K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21KNew |
$190K - $237K
|
2.21K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.17KNew |
$786K - $982K
|
9.17K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
700New |
$60K - $74.9K
|
700
$78.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
7.21MNew |
$652M - $750M
|
7.21M
$810M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$633 - $728
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-12.6K- 22.74% |
$1.14M - $1.31M
|
42.8K
$4.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
45+ 0.33% |
$4.07K - $4.68K
|
13.8K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.05KNew |
$546K - $628K
|
6.05K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-16.1K- 3.32% |
$1.46M - $1.68M
|
470K
$52.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
171KNew |
$15.5M - $17.8M
|
171K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-900- 15.79% |
$81.4K - $93.5K
|
4.8K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
2.8K+ 1.62% |
$253K - $291K
|
175K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.99KNew |
$451K - $519K
|
4.99K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
2.34KNew |
$212K - $243K
|
2.34K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 42.86% |
$1.08K - $1.25K
|
16
$1.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 12.28% |
$142K - $164K
|
11.2K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-94- 0.44% |
$8.5K - $9.77K
|
21.2K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 140.0% |
$633 - $728
|
12
$1.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.5K- 1.26% |
$136K - $156K
|
117K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 5.23% |
$1.54K - $1.77K
|
342
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.13K+ 98.0% |
$283K - $325K
|
6.33K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.72K - $1.97K
|
19
$2.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.62KNew |
$328K - $377K
|
3.62K
$407K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-135- 4.23% |
$12.2K - $14K
|
3.06K
$343K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
4.12KNew |
$373K - $429K
|
4.12K
$463K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11K- 81.36% |
$992K - $1.14M
|
2.51K
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
317New |
$28.7K - $32.9K
|
317
$35.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
202+ 8.95% |
$18.3K - $21K
|
2.46K
$276K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.38K+ 11.73% |
$125K - $143K
|
13.1K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-150- 18.75% |
$13.6K - $15.6K
|
650
$73K
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 11.54% |
$516 - $593
|
58
$6.52K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$1.72K - $1.98K
|
20
$2.25K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
850+ 22.88% |
$73K - $84.1K
|
4.57K
$513K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.05KNew |
$262K - $302K
|
3.05K
$343K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4New |
$344 - $396
|
4
$449
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 85.71% |
$516 - $593
|
13
$1.46K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
138KNew |
$11.8M - $13.6M
|
138K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
648+ 22.87% |
$55.7K - $64.1K
|
3.48K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.2K+ 6.43% |
$103K - $118K
|
19.8K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.25K+ 72.03% |
$193K - $223K
|
5.38K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.09% |
$172 - $198
|
2.3K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-694- 2.03% |
$59.6K - $68.6K
|
33.5K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-15.7K- 47.16% |
$1.35M - $1.55M
|
17.6K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 24.93% |
$98.5K - $113K
|
3.45K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-49- 33.79% |
$4.21K - $4.85K
|
96
$10.8K
|
|