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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
270
shares
|
$25,930
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
270
shares
|
$25,930
0.0% of portfolio
|
Q3 2022
Added 26.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
267
shares
|
$25,642
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
260
shares
|
$24,970
0.02% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
247
shares
|
$23,721
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
240
shares
|
$23,049
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
238
shares
|
$22,857
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
205
shares
|
$19,688
0.0% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
204
shares
|
$19,592
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$18,823
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
192
shares
|
$18,439
0.0% of portfolio
|
Q1 2025
Reduced 72.25%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
191
shares
|
$18,343
0.0% of portfolio
|
Q1 2025
Added 42.54%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
186
shares
|
$17,863
0.01% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
171
shares
|
$16,422
0.0% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
157
shares
|
$15,078
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
151
shares
|
$14,502
0.0% of portfolio
|
Q2 2025
Added 93.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
150
shares
|
$14,406
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
146
shares
|
$14,021
0.0% of portfolio
|
Q1 2025
Added 2820.0%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
144
shares
|
$13,829
0.01% of portfolio
|
Q1 2025
Reduced 32.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
129
shares
|
$12,389
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
128
shares
|
$12,293
0.01% of portfolio
|
Q1 2025
Added 137.04%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
127
shares
|
$12,197
0.01% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
113
shares
|
$10,852
0.01% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
110
shares
|
$10,564
0.0% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
102
shares
|
$9,796
0.0% of portfolio
|
Q2 2025
Added 47.83%
|