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 526 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 $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,460
shares
|
$236,258
0.01% of portfolio
|
Q3 2023
Added 8.95%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
2,453
shares
|
$235,586
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
2,440
shares
|
$234,337
0.01% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,406
shares
|
$231,072
0.01% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
2,404
shares
|
$230,880
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
2,396
shares
|
$230,111
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
2,380
shares
|
$228,575
0.02% of portfolio
|
Q4 2024
Reduced 46.52%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
2,349
shares
|
$225,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,333
shares
|
$224,061
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,310
shares
|
$221,852
0.0% of portfolio
|
Q1 2025
Reduced 32.81%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
2,300
shares
|
$220,892
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,297
shares
|
$220,603
0.13% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,214
shares
|
$212,632
0.0% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,195
shares
|
$210,807
0.13% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,183
shares
|
$209,655
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
2,154
shares
|
$206,870
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
2,150
shares
|
$206,486
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,119
shares
|
$203,508
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,057
shares
|
$197,554
0.19% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
2,051
shares
|
$196,978
0.09% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,027
shares
|
$194,673
0.0% of portfolio
|
Q4 2024
Reduced 37.52%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$192,080
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
1,977
shares
|
$189,871
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
1,927
shares
|
$185,069
0.0% of portfolio
|
Q1 2025
Reduced 90.11%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
1,889
shares
|
$181,419
0.0% of portfolio
|
Q1 2025
Reduced 54.48%
|