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 526 institutions that hold shares in the stock, with a total of 73.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
669
shares
|
$64,250
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
650
shares
|
$62,426
0.0% of portfolio
|
Q3 2023
Reduced 18.75%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$60,697
0.01% of portfolio
|
Q1 2025
Added 777.78%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
618
shares
|
$59,352
0.0% of portfolio
|
Q3 2024
Added 2475.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
581
shares
|
$55,799
0.0% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
576
shares
|
$55,319
0.01% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
569
shares
|
$54,646
0.0% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
534
shares
|
$51,285
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
525
shares
|
$50,421
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
501
shares
|
$48,116
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
500
shares
|
$48,020
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
450
shares
|
$43,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
443
shares
|
$42,545
0.0% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
423
shares
|
$40,624
0.01% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
419
shares
|
$40,240
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
350
shares
|
$33,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
339
shares
|
$32,557
0.0% of portfolio
|
Q1 2025
Added 143.88%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
332
shares
|
$31,885
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
303
shares
|
$29,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
303
shares
|
$29,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
300
shares
|
$28,812
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
299
shares
|
$28,715
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
290
shares
|
$27,851
0.02% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
290
shares
|
$27,851
0.0% of portfolio
|
Q2 2025
Added 51.04%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
272
shares
|
$26,122
0.01% of portfolio
|
Q1 2025
Added 1.87%
|