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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
31
shares
|
$2,977
0.0% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
31
shares
|
$2,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31
shares
|
$2,977
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
29
shares
|
$2,785
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$2,497
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
21
shares
|
$2,016
0.0% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$1,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
18
shares
|
$1,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
16
shares
|
$1,536
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
16
shares
|
$1,536
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
16
shares
|
$1,536
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,440
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
14
shares
|
$1,344
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
12
shares
|
$1,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
11
shares
|
$1,056
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
10
shares
|
$960
0.0% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$960
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
10
shares
|
$960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$864
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$768
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
8
shares
|
$768
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8
shares
|
$768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
6
shares
|
$576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
6
shares
|
$576
0.0% of portfolio
|
Q1 2025
New holding
|