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 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
6,407
shares
|
$638,201
0.01% of portfolio
|
Q2 2025
Reduced 36.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
6,401
shares
|
$637,603
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,396
shares
|
$637,105
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
6,311
shares
|
$628,638
0.01% of portfolio
|
Q2 2025
Added 32.64%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
6,234
shares
|
$620,968
0.06% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
6,225
shares
|
$620,072
0.33% of portfolio
|
Q2 2025
Reduced 28.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,218
shares
|
$619,374
0.0% of portfolio
|
Q2 2025
Reduced 35.98%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
6,174
shares
|
$614,992
0.02% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
6,173
shares
|
$614,892
0.02% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
6,090
shares
|
$606,624
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,051
shares
|
$602,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
5,998
shares
|
$597,460
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
5,995
shares
|
$597,161
0.05% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
5,977
shares
|
$595,368
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,968
shares
|
$594,472
0.0% of portfolio
|
Q2 2025
Added 447.52%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
5,943
shares
|
$591,982
0.1% of portfolio
|
Q2 2025
Reduced 51.51%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
5,854
shares
|
$583,116
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,770
shares
|
$574,749
0.0% of portfolio
|
Q2 2025
Added 103.03%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
5,729
shares
|
$570,665
0.01% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
5,671
shares
|
$564,888
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
5,655
shares
|
$563,294
0.03% of portfolio
|
Q3 2024
Reduced 75.38%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,625
shares
|
$560,306
0.01% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,585
shares
|
$556,321
0.02% of portfolio
|
Q2 2025
Added 105.86%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
5,575
shares
|
$555,325
0.19% of portfolio
|
Q2 2025
Added 36.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,399
shares
|
$537,794
0.0% of portfolio
|
Q2 2025
Added 116.05%
|