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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
97
shares
|
$9,315
0.0% of portfolio
|
Q1 2025
Reduced 35.33%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
89
shares
|
$8,547
0.0% of portfolio
|
Q4 2023
Reduced 4.3%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
88
shares
|
$8,451
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
87
shares
|
$8,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
81
shares
|
$7,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
81
shares
|
$7,779
0.01% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
80
shares
|
$7,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
75
shares
|
$7,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
75
shares
|
$7,203
0.0% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72
shares
|
$6,914
0.0% of portfolio
|
Q1 2025
Reduced 31.43%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
65
shares
|
$6,242
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
65
shares
|
$6,242
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
58
shares
|
$5,570
0.0% of portfolio
|
Q2 2023
Added 11.54%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
52
shares
|
$4,994
0.01% of portfolio
|
Q1 2025
Reduced 57.72%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
50
shares
|
$4,802
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
49
shares
|
$4,705
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
46
shares
|
$4,417
0.0% of portfolio
|
Q1 2025
Added 142.11%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
42
shares
|
$4,033
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
40
shares
|
$3,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
40
shares
|
$3,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$3,745
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$3,169
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
33
shares
|
$3,169
0.0% of portfolio
|
Q4 2024
Reduced 97.61%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
32
shares
|
$3,073
0.0% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
31
shares
|
$2,977
0.0% of portfolio
|
Q2 2025
Added 47.62%
|