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 490 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
2,956
shares
|
$334,737
0.01% of portfolio
|
Q2 2024
Added 18.48%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
2,940
shares
|
$332,925
0.21% of portfolio
|
Q2 2024
Reduced 40.68%
|
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
2,940
shares
|
$332,925
0.06% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,840
shares
|
$321,601
0.03% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,824
shares
|
$319,789
0.0% of portfolio
|
Q3 2024
Reduced 88.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,763
shares
|
$312,882
0.0% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
2,760
shares
|
$312,542
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 06, 2024 Q2 2024 |
2,691
shares
|
$304,728
0.0% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,636
shares
|
$298,500
0.0% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
2,630
shares
|
$297,821
0.11% of portfolio
|
Q1 2024
Reduced 50.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
2,618
shares
|
$296,462
0.0% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
2,600
shares
|
$294,424
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,589
shares
|
$293,178
0.12% of portfolio
|
Q1 2024
Added 29.9%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,561
shares
|
$290,007
0.05% of portfolio
|
Q1 2023
Reduced 3.72%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Jul 29, 2024 Q2 2024 |
2,532
shares
|
$286,723
0.0% of portfolio
|
Q1 2023
Reduced 66.45%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,524
shares
|
$285,817
0.0% of portfolio
|
Q2 2024
Added 155.21%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Aug 14, 2024 Q2 2024 |
2,521
shares
|
$285,478
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,494
shares
|
$282,420
0.0% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
2,469
shares
|
$279,589
0.01% of portfolio
|
Q2 2024
Reduced 14.15%
|
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
2,467
shares
|
$279,363
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,460
shares
|
$278,570
0.01% of portfolio
|
Q3 2023
Added 8.95%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
2,454
shares
|
$277,890
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 12, 2024 Q2 2024 |
2,408
shares
|
$272,681
0.02% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 15, 2024 Q2 2024 |
2,377
shares
|
$269,171
0.01% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
2,330
shares
|
$263,849
0.01% of portfolio
|
Q2 2024
Reduced 38.11%
|