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 537 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 $8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,056
shares
|
$335,029
0.0% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,012
shares
|
$330,205
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$328,890
0.02% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
2,950
shares
|
$323,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
2,942
shares
|
$322,531
0.08% of portfolio
|
Q3 2024
Reduced 34.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,933
shares
|
$321,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,880
shares
|
$315,734
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,855
shares
|
$312,993
0.21% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
2,827
shares
|
$309,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,824
shares
|
$309,595
0.0% of portfolio
|
Q3 2024
Reduced 88.8%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
2,759
shares
|
$302,469
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
2,695
shares
|
$295,452
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,636
shares
|
$288,984
0.0% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
2,630
shares
|
$288,326
0.11% of portfolio
|
Q1 2024
Reduced 50.19%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
2,607
shares
|
$285,805
0.0% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,607
shares
|
$285,805
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,589
shares
|
$283,832
0.12% of portfolio
|
Q1 2024
Added 29.9%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,563
shares
|
$280,981
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,561
shares
|
$280,762
0.05% of portfolio
|
Q1 2023
Reduced 3.72%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,531
shares
|
$277,473
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,518
shares
|
$276,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,494
shares
|
$273,417
0.0% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,492
shares
|
$273,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,488
shares
|
$272,759
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,460
shares
|
$269,689
0.01% of portfolio
|
Q3 2023
Added 8.95%
|