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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-101K- 92.84% |
$9.02M - $11.2M
|
7.8K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
56.2KNew |
$5.01M - $6.24M
|
56.2K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$195K - $243K
|
2.18K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$535 - $667
|
6
$681
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-23.3K- 98.9% |
$2.08M - $2.59M
|
260
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
21.3K+ 41.88% |
$1.9M - $2.36M
|
72.1K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
622New |
$55.5K - $69.1K
|
622
$70.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
665New |
$59.3K - $73.9K
|
665
$75.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
27.3KNew |
$2.43M - $3.03M
|
27.3K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110New |
$9.81K - $12.2K
|
110
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-700- 15.73% |
$62.4K - $77.8K
|
3.75K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
31New |
$2.76K - $3.44K
|
31
$3.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25+ 100.0% |
$2.23K - $2.78K
|
50
$5.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
525New |
$46.8K - $58.3K
|
525
$59.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3+ 4.55% |
$268 - $333
|
69
$7.83K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.78K - $2.22K
|
20
$2.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.02K- 29.01% |
$91.2K - $114K
|
2.5K
$284K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-2.09K- 88.58% |
$186K - $232K
|
269
$30.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$4.46K - $5.55K
|
50
$5.67K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.45KNew |
$397K - $494K
|
4.45K
$505K
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
9.91KNew |
$884K - $1.1M
|
9.91K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
68New |
$6.06K - $7.55K
|
68
$7.72K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-15- 0.19% |
$1.34K - $1.67K
|
7.89K
$895K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-144- 55.81% |
$12.8K - $16K
|
114
$12.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.05K- 12.65% |
$93.6K - $117K
|
7.25K
$823K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$446 - $555
|
5
$567
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
65New |
$5.8K - $7.22K
|
65
$7.38K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-417- 5.38% |
$37.2K - $46.3K
|
7.34K
$832K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-12.3K- 88.64% |
$1.1M - $1.37M
|
1.58K
$179K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$17.8K - $22.2K
|
200
$22.7K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
72+ 26.67% |
$1.81K - $7.73K
|
342
$38.8K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
238New |
$5.97K - $25.5K
|
238
$27K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-245- 2.73% |
$6.14K - $26.3K
|
8.75K
$992K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
135New |
$3.38K - $14.5K
|
135
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
16New |
$401 - $1.72K
|
16
$1.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
101+ 2.49% |
$2.53K - $10.8K
|
4.16K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$60.1K - $257K
|
2.4K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Hill Winds Capital LP
|
BUY
|
- |
27.5KNew |
$689K - $2.95M
|
27.5K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 1.09% |
$226 - $966
|
833
$94.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
150New |
$3.76K - $16.1K
|
150
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-25K- 20.83% |
$627K - $2.68M
|
95K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15- 0.18% |
$376 - $1.61K
|
8.12K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-14.8K- 76.33% |
$370K - $1.59M
|
4.58K
$520K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-12.2K- 88.25% |
$306K - $1.31M
|
1.63K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
31.9KNew |
$800K - $3.42M
|
31.9K
$3.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-44.1K- 85.58% |
$1.11M - $4.73M
|
7.43K
$843K
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
8.02KNew |
$201K - $861K
|
8.02K
$910K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49New |
$1.23K - $5.26K
|
49
$5.56K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
131New |
$3.28K - $14.1K
|
131
$14.9K
|
|