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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
832
shares
|
$82,875
0.03% of portfolio
|
Q1 2024
Added 232.8%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
814
shares
|
$81,082
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
810
shares
|
$80,684
0.01% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
768
shares
|
$76,500
0.0% of portfolio
|
Q2 2025
Added 73.36%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
700
shares
|
$69,727
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
690
shares
|
$68,730
0.0% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
Zimmer Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
656
shares
|
$65,344
0.0% of portfolio
|
Q2 2025
Reduced 97.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
650
shares
|
$64,746
0.0% of portfolio
|
Q3 2023
Reduced 18.75%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$62,953
0.01% of portfolio
|
Q1 2025
Added 777.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
582
shares
|
$57,973
0.0% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
569
shares
|
$56,678
0.0% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
534
shares
|
$53,191
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
525
shares
|
$52,295
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
512
shares
|
$51,000
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
506
shares
|
$50,402
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
501
shares
|
$49,904
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
500
shares
|
$49,805
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
450
shares
|
$44,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
433
shares
|
$43,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
429
shares
|
$42,732
0.0% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
423
shares
|
$42,135
0.01% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
379
shares
|
$37,752
0.0% of portfolio
|
Q2 2025
Added 98.43%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
373
shares
|
$37,154
0.01% of portfolio
|
Q2 2025
Reduced 50.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
352
shares
|
$35,062
0.0% of portfolio
|
Q2 2025
Added 72.55%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
350
shares
|
$34,863
0.01% of portfolio
|
Q1 2025
New holding
|