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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
6,090
shares
|
$584,883
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,058
shares
|
$581,810
0.01% of portfolio
|
Q1 2025
Added 182.82%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
5,995
shares
|
$575,759
0.06% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,910
shares
|
$567,596
0.02% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,908
shares
|
$567,404
0.01% of portfolio
|
Q1 2025
Added 41.34%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
5,895
shares
|
$566,155
0.01% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,770
shares
|
$554,150
0.0% of portfolio
|
Q2 2025
Added 103.03%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
5,655
shares
|
$543,106
0.03% of portfolio
|
Q3 2024
Reduced 75.38%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
5,575
shares
|
$535,423
0.19% of portfolio
|
Q2 2025
Added 36.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,511
shares
|
$529,276
0.01% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,467
shares
|
$525,050
0.0% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,384
shares
|
$517,079
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,327
shares
|
$511,605
0.0% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,183
shares
|
$497,775
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,153
shares
|
$494,894
0.01% of portfolio
|
Q2 2024
Added 2190.22%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
5,092
shares
|
$489,035
0.01% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,973
shares
|
$477,606
0.2% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,941
shares
|
$474,533
0.0% of portfolio
|
Q1 2025
Reduced 36.18%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
4,920
shares
|
$472,516
0.0% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,758
shares
|
$456,958
0.01% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
4,738
shares
|
$455,037
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
4,714
shares
|
$452,732
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,694
shares
|
$450,811
0.01% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,505
shares
|
$432,660
0.01% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
May 15, 2025 Q1 2025 |
4,455
shares
|
$427,858
0.14% of portfolio
|
Q1 2025
Reduced 17.07%
|