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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
40
shares
|
$3,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$3,884
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
37
shares
|
$3,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$3,287
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
33
shares
|
$3,287
0.0% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
32
shares
|
$3,187
0.0% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
31
shares
|
$3,087
0.0% of portfolio
|
Q2 2025
Added 47.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31
shares
|
$3,087
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
31
shares
|
$3,087
0.0% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
29
shares
|
$2,888
0.0% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
29
shares
|
$2,888
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
27
shares
|
$2,689
0.0% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$2,589
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$1,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
18
shares
|
$1,792
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
17
shares
|
$1,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
16
shares
|
$1,593
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
16
shares
|
$1,593
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,494
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
11
shares
|
$1,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$996
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
10
shares
|
$996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
10
shares
|
$996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$796
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|