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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,727
shares
|
$271,636
0.01% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,720
shares
|
$270,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,714
shares
|
$270,341
0.0% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,679
shares
|
$266,855
0.01% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,652
shares
|
$264,165
0.03% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,623
shares
|
$261,277
0.02% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,589
shares
|
$257,890
0.12% of portfolio
|
Q1 2024
Added 29.9%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,566
shares
|
$255,599
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
2,526
shares
|
$251,614
0.04% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
2,477
shares
|
$246,733
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,460
shares
|
$245,040
0.01% of portfolio
|
Q3 2023
Added 8.95%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,447
shares
|
$243,745
0.0% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
2,411
shares
|
$240,159
0.0% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,406
shares
|
$239,661
0.01% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
2,380
shares
|
$237,071
0.01% of portfolio
|
Q4 2024
Reduced 46.52%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
2,371
shares
|
$236,175
0.03% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,333
shares
|
$232,390
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
2,329
shares
|
$231,991
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,301
shares
|
$229,202
0.0% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
2,300
shares
|
$229,103
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,297
shares
|
$228,804
0.13% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,294
shares
|
$228,505
0.12% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,210
shares
|
$220,138
0.0% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,183
shares
|
$217,448
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,173
shares
|
$216,452
0.0% of portfolio
|
Q2 2025
New holding
|