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 529 institutions that hold shares in the stock, with a total of 73.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
7,335
shares
|
$704,453
0.18% of portfolio
|
Q4 2022
Reduced 5.38%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
7,277
shares
|
$698,883
0.0% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
7,264
shares
|
$697,634
0.01% of portfolio
|
Q2 2025
Added 759.64%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
7,251
shares
|
$696,386
0.03% of portfolio
|
Q4 2022
Reduced 12.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,124
shares
|
$684,188
0.0% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
7,000
shares
|
$672,280
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
6,981
shares
|
$670,455
0.65% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
6,933
shares
|
$665,845
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,789
shares
|
$652,015
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,751
shares
|
$648,366
0.04% of portfolio
|
Q2 2025
Added 131.44%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,734
shares
|
$646,733
0.22% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,722
shares
|
$645,580
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,718
shares
|
$645,196
0.0% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,662
shares
|
$639,818
0.02% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
6,654
shares
|
$639,050
0.01% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
6,650
shares
|
$638,666
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,573
shares
|
$631,270
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,506
shares
|
$624,836
0.05% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,493
shares
|
$623,587
0.01% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
6,411
shares
|
$615,712
0.0% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,382
shares
|
$612,927
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
6,234
shares
|
$598,713
0.06% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
6,225
shares
|
$597,849
0.33% of portfolio
|
Q2 2025
Reduced 28.24%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,176
shares
|
$593,143
0.0% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
6,174
shares
|
$592,950
0.02% of portfolio
|
Q1 2025
Reduced 14.81%
|