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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
345
shares
|
$34,365
0.0% of portfolio
|
Q2 2025
Reduced 75.97%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
338
shares
|
$33,668
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
335
shares
|
$33,369
0.0% of portfolio
|
Q2 2025
Added 365.28%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
332
shares
|
$33,070
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
300
shares
|
$29,883
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
299
shares
|
$29,783
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
293
shares
|
$29,185
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
290
shares
|
$28,886
0.0% of portfolio
|
Q2 2025
Added 51.04%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
272
shares
|
$27,093
0.01% of portfolio
|
Q2 2025
Added 63.97%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
270
shares
|
$26,894
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
270
shares
|
$26,894
0.0% of portfolio
|
Q3 2022
Added 26.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
270
shares
|
$26,894
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
262
shares
|
$26,097
0.0% of portfolio
|
Q2 2025
Added 36.46%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
260
shares
|
$25,898
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
254
shares
|
$25,300
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
240
shares
|
$23,906
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
238
shares
|
$23,707
0.0% of portfolio
|
Q2 2025
Added 145.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
238
shares
|
$23,707
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
227
shares
|
$22,611
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
217
shares
|
$21,615
0.0% of portfolio
|
Q2 2025
Reduced 96.06%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
196
shares
|
$19,523
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
194
shares
|
$19,324
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
186
shares
|
$18,527
0.01% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
171
shares
|
$17,033
0.0% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
156
shares
|
$15,539
0.01% of portfolio
|
Q2 2025
Reduced 48.51%
|