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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
151
shares
|
$15,041
0.0% of portfolio
|
Q2 2025
Added 93.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
150
shares
|
$14,941
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
129
shares
|
$12,849
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
127
shares
|
$12,650
0.01% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
126
shares
|
$12,550
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
117
shares
|
$11,654
0.0% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
110
shares
|
$10,957
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
110
shares
|
$10,957
0.0% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
102
shares
|
$10,160
0.0% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
87
shares
|
$8,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
86
shares
|
$8,566
0.0% of portfolio
|
Q2 2025
Reduced 45.22%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
85
shares
|
$8,466
0.0% of portfolio
|
Q2 2025
Reduced 58.54%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
81
shares
|
$8,068
0.01% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
77
shares
|
$7,669
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
75
shares
|
$7,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
66
shares
|
$6,574
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
65
shares
|
$6,474
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
61
shares
|
$6,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
59
shares
|
$5,876
0.0% of portfolio
|
Q2 2025
Added 78.79%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
58
shares
|
$5,777
0.0% of portfolio
|
Q2 2023
Added 11.54%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
57
shares
|
$5,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
53
shares
|
$5,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
50
shares
|
$4,980
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
49
shares
|
$4,880
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
42
shares
|
$4,183
0.0% of portfolio
|
Q2 2025
New holding
|