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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$22,364
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
200
shares
|
$21,926
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
191
shares
|
$20,939
0.0% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
158
shares
|
$17,321
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
158
shares
|
$17,321
0.0% of portfolio
|
Q4 2024
Added 128.99%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
153
shares
|
$16,773
0.0% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
150
shares
|
$16,444
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
149
shares
|
$16,334
0.0% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
136
shares
|
$14,909
0.0% of portfolio
|
Q2 2024
Added 19.3%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
132
shares
|
$14,471
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
128
shares
|
$14,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
125
shares
|
$13,703
0.01% of portfolio
|
Q3 2024
Added 123.21%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
121
shares
|
$13,265
0.0% of portfolio
|
Q3 2024
Added 39.08%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
120
shares
|
$13,155
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
114
shares
|
$12,497
0.0% of portfolio
|
Q4 2022
Reduced 55.81%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
113
shares
|
$12,388
0.01% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
110
shares
|
$12,059
0.0% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
110
shares
|
$12,059
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
107
shares
|
$11,730
0.0% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
105
shares
|
$11,511
0.0% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
100
shares
|
$10,963
0.0% of portfolio
|
Q1 2023
Reduced 70.33%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
100
shares
|
$10,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
93
shares
|
$10,195
0.0% of portfolio
|
Q2 2024
Added 12.05%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
92
shares
|
$10,085
0.0% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
89
shares
|
$9,757
0.0% of portfolio
|
Q4 2023
Reduced 4.3%
|