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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
158New |
$15.2K - $16.6K
|
158
$16.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
45+ 2.14% |
$4.34K - $4.72K
|
2.15K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
35+ 0.61% |
$3.38K - $3.67K
|
5.8K
$617K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 19.3% |
$2.12K - $2.31K
|
136
$14.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.74K - $1.89K
|
18
$1.92K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 100.0% |
$1.06K - $1.15K
|
22
$2.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 12.05% |
$964 - $1.05K
|
93
$9.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8New |
$771 - $839
|
8
$852
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$289 - $315
|
545
$58.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 12.5% |
$96.4 - $105
|
9
$959
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$96.4 - $105
|
1
$107
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$96.4 - $105
|
1
$107
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
60KNew |
$5.84M - $6.27M
|
60K
$6.39M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.41KNew |
$721K - $774K
|
7.41K
$789K
|
|
|
Apr 17, 2024
Q1 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
5.12KNew |
$499K - $535K
|
5.12K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.01KNew |
$293K - $315K
|
3.01K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.09KNew |
$203K - $218K
|
2.09K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.71K+ 57.72% |
$167K - $179K
|
4.68K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
735New |
$71.6K - $76.8K
|
735
$78.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
688+ 7.37% |
$67K - $71.9K
|
10K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
596+ 29.9% |
$58.1K - $62.3K
|
2.59K
$276K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
582+ 232.8% |
$56.7K - $60.8K
|
832
$88.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$48.7K - $52.2K
|
500
$53.3K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
327+ 15.57% |
$31.8K - $34.2K
|
2.43K
$259K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$29.2K - $31.3K
|
300
$32K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
272+ 348.72% |
$26.5K - $28.4K
|
350
$37.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
100New |
$9.74K - $10.4K
|
100
$10.7K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
61+ 0.25% |
$5.94K - $6.37K
|
24.2K
$2.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50New |
$4.87K - $5.22K
|
50
$5.33K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 1800.0% |
$1.75K - $1.88K
|
19
$2.02K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 3.58% |
$1.46K - $1.57K
|
434
$46.2K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12New |
$1.17K - $1.25K
|
12
$1.28K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$487 - $522
|
5
$533
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$487 - $522
|
5
$533
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.95% |
$390 - $418
|
423
$45.1K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$292 - $313
|
3
$320
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 1.0% |
$195 - $209
|
202
$21.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 6.67% |
$97.4 - $104
|
16
$1.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
17.9KNew |
$1.53M - $1.91M
|
17.9K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.1KNew |
$1.12M - $1.4M
|
13.1K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.17KNew |
$786K - $982K
|
9.17K
$977K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.98KNew |
$341K - $426K
|
3.98K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.48KNew |
$212K - $265K
|
2.48K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21KNew |
$190K - $237K
|
2.21K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $230K
|
2.15K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.03KNew |
$174K - $218K
|
2.03K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$171K - $214K
|
2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.95KNew |
$167K - $209K
|
1.95K
$208K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.61KNew |
$138K - $172K
|
1.61K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
700New |
$60K - $74.9K
|
700
$74.6K
|
|