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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,530
shares
|
$167,733
0.01% of portfolio
|
Q2 2024
Reduced 50.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,453
shares
|
$159,292
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,294
shares
|
$141,861
0.0% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,225
shares
|
$134,296
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,205
shares
|
$132,104
0.0% of portfolio
|
Q3 2024
Added 249.28%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$131,556
0.03% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,193
shares
|
$130,788
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,148
shares
|
$125,855
0.0% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,121
shares
|
$122,895
0.0% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,029
shares
|
$112,809
0.0% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$109,630
0.0% of portfolio
|
Q1 2023
Reduced 46.81%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
982
shares
|
$107,656
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
878
shares
|
$96,255
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
873
shares
|
$95,706
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
847
shares
|
$92,856
0.03% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
832
shares
|
$91,212
0.03% of portfolio
|
Q1 2024
Added 232.8%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
780
shares
|
$85,511
0.01% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
700
shares
|
$76,741
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
672
shares
|
$73,671
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
650
shares
|
$71,259
0.0% of portfolio
|
Q3 2023
Reduced 18.75%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
640
shares
|
$70,163
0.0% of portfolio
|
Q3 2024
Reduced 27.93%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
618
shares
|
$67,751
0.0% of portfolio
|
Q3 2024
Added 2475.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
576
shares
|
$63,146
0.0% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
558
shares
|
$61,173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
545
shares
|
$59,748
0.0% of portfolio
|
Q2 2024
Added 0.55%
|