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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$219,260
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,972
shares
|
$216,190
0.14% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
1,967
shares
|
$215,642
0.01% of portfolio
|
Q3 2024
Added 44.0%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
1,966
shares
|
$215,532
0.0% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,963
shares
|
$215,203
0.01% of portfolio
|
Q3 2024
Reduced 39.0%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,940
shares
|
$212,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,929
shares
|
$211,476
0.0% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,918
shares
|
$210,270
0.01% of portfolio
|
Q3 2024
Reduced 98.98%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
1,909
shares
|
$209,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$208,954
0.03% of portfolio
|
Q3 2024
Added 465.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,903
shares
|
$208,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
1,890
shares
|
$207,200
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
1,874
shares
|
$205,446
0.01% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,844
shares
|
$202,157
0.01% of portfolio
|
Q3 2024
Added 41.3%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,833
shares
|
$200,951
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,802
shares
|
$197,553
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
1,799
shares
|
$197,224
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
1,795
shares
|
$196,785
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,792
shares
|
$196,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,757
shares
|
$192,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$186,371
0.0% of portfolio
|
Q3 2024
Added 6700.0%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,680
shares
|
$184,178
0.08% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,654
shares
|
$181,328
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,625
shares
|
$178,148
0.03% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,616
shares
|
$177,162
0.07% of portfolio
|
Q2 2024
Reduced 13.4%
|