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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
2,457
shares
|
$269,360
0.01% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
2,384
shares
|
$261,357
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
2,380
shares
|
$260,919
0.02% of portfolio
|
Q4 2024
Reduced 46.52%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,306
shares
|
$252,806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,304
shares
|
$252,587
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,297
shares
|
$251,820
0.13% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
2,289
shares
|
$250,943
0.04% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
2,271
shares
|
$248,969
0.12% of portfolio
|
Q4 2023
Reduced 11.5%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
2,267
shares
|
$248,531
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
2,227
shares
|
$244,146
0.02% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,226
shares
|
$244,036
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,218
shares
|
$243,159
0.15% of portfolio
|
Q3 2024
Added 163.73%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,183
shares
|
$239,322
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,151
shares
|
$235,814
0.15% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
2,150
shares
|
$235,704
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,109
shares
|
$231,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,109
shares
|
$231,209
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$230,223
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,089
shares
|
$229,017
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,057
shares
|
$225,508
0.19% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,057
shares
|
$225,508
0.0% of portfolio
|
Q3 2024
Added 57.38%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,044
shares
|
$224,083
0.06% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,021
shares
|
$221,562
0.06% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,013
shares
|
$220,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$219,260
0.02% of portfolio
|
Q4 2023
New holding
|