Latest Institutional Purchases of Federal Realty Investment Trust (FRT)
This list provides information on the latest institutional transactions involving Federal Realty Investment Trust (FRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.95KNew |
$167K - $209K
|
1.95K
$181K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.61KNew |
$138K - $172K
|
1.61K
$149K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
700New |
$60K - $74.9K
|
700
$65K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
580+ 20.57% |
$49.7K - $62.1K
|
3.4K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
384New |
$32.9K - $41.1K
|
384
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$12.9K - $16.1K
|
150
$13.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$5.66K - $7.07K
|
66
$6.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25New |
$2.14K - $2.68K
|
25
$2.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$1.37K - $1.71K
|
16
$1.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$171 - $214
|
2
$186
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.05KNew |
$546K - $628K
|
6.05K
$561K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
4.12KNew |
$373K - $429K
|
4.12K
$383K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.62KNew |
$328K - $377K
|
3.62K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
2.8K+ 1.62% |
$253K - $291K
|
175K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
2.34KNew |
$212K - $243K
|
2.34K
$217K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.38K+ 11.73% |
$125K - $143K
|
13.1K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
317New |
$28.7K - $32.9K
|
317
$29.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
202+ 8.95% |
$18.3K - $21K
|
2.46K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
45+ 0.33% |
$4.07K - $4.68K
|
13.8K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.16K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.72K - $1.97K
|
19
$1.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 5.23% |
$1.54K - $1.77K
|
342
$31.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 140.0% |
$633 - $728
|
12
$1.11K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
138KNew |
$11.8M - $13.6M
|
138K
$12.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.46KNew |
$813K - $936K
|
9.46K
$878K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.05KNew |
$262K - $302K
|
3.05K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.25K+ 72.03% |
$193K - $223K
|
5.38K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.08KNew |
$179K - $205K
|
2.08K
$193K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.04K+ 5.25% |
$88.9K - $102K
|
20.7K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
648+ 22.87% |
$55.7K - $64.1K
|
3.48K
$323K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
29New |
$2.49K - $2.87K
|
29
$2.69K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$1.72K - $1.98K
|
20
$1.86K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 37.5% |
$773 - $890
|
33
$3.06K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 11.54% |
$516 - $593
|
58
$5.38K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 85.71% |
$516 - $593
|
13
$1.21K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4New |
$344 - $396
|
4
$371
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.09% |
$172 - $198
|
2.3K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 5.26% |
$85.9 - $98.9
|
20
$1.86K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.92% |
$85.9 - $98.9
|
110
$10.2K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
720KNew |
$65.6M - $82.2M
|
720K
$66.8M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
35KNew |
$3.19M - $3.99M
|
35K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
17.5KNew |
$1.59M - $2M
|
17.5K
$1.62M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10KNew |
$913K - $1.14M
|
10K
$930K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$456K - $571K
|
5K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.49KNew |
$318K - $398K
|
3.49K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.08KNew |
$281K - $351K
|
3.08K
$286K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.38KNew |
$216K - $271K
|
2.38K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$200K - $251K
|
2.2K
$204K
|
|