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 535 institutions that hold shares in the stock, with a total of 73 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
9,700
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2024
Reduced 19.83%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
9,480
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,300
shares
|
$989,055
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
9,263
shares
|
$985,120
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
9,194
shares
|
$977,781
0.03% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8,745
shares
|
$930,030
0.12% of portfolio
|
Q3 2022
Reduced 2.73%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
8,723
shares
|
$927,691
0.0% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
8,544
shares
|
$908,654
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
8,503
shares
|
$904,294
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,124
shares
|
$863,987
0.0% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,916
shares
|
$841,866
0.03% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
7,885
shares
|
$838,569
0.04% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,784
shares
|
$827,828
0.0% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,759
shares
|
$825,169
0.11% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
7,683
shares
|
$817,087
0.1% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,634
shares
|
$811,875
0.0% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,369
shares
|
$783,693
0.05% of portfolio
|
Q2 2022
Added 15.86%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
7,360
shares
|
$782,736
0.0% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
7,335
shares
|
$780,077
0.21% of portfolio
|
Q4 2022
Reduced 5.38%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
7,317
shares
|
$778,162
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
7,251
shares
|
$771,143
0.03% of portfolio
|
Q4 2022
Reduced 12.65%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,061
shares
|
$750,937
0.29% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
7,057
shares
|
$750,511
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
6,926
shares
|
$736,580
0.02% of portfolio
|
Q2 2024
Added 7.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,663
shares
|
$708,610
0.01% of portfolio
|
Q3 2024
Added 0.3%
|