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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
534
shares
|
$58,542
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
525
shares
|
$57,555
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
500
shares
|
$54,815
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
500
shares
|
$54,815
0.0% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
495
shares
|
$54,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
480
shares
|
$52,622
0.03% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
450
shares
|
$49,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
444
shares
|
$48,675
0.01% of portfolio
|
Q3 2024
Added 165.87%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
423
shares
|
$46,373
0.01% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
414
shares
|
$45,386
0.0% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
405
shares
|
$44,400
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$38,370
0.02% of portfolio
|
Q1 2024
Added 348.72%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
344
shares
|
$37,712
0.0% of portfolio
|
Q3 2024
Added 123.38%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
326
shares
|
$35,739
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
319
shares
|
$34,971
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
309
shares
|
$33,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
300
shares
|
$32,889
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
270
shares
|
$29,600
0.0% of portfolio
|
Q3 2022
Added 26.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
270
shares
|
$29,600
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
262
shares
|
$28,723
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
249
shares
|
$27,297
0.0% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
244
shares
|
$26,749
0.0% of portfolio
|
Q3 2024
Added 201.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
240
shares
|
$26,311
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
238
shares
|
$26,091
0.0% of portfolio
|
Q3 2024
Added 81.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
238
shares
|
$26,091
0.0% of portfolio
|
Q3 2022
New holding
|