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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
88
shares
|
$9,647
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
87
shares
|
$9,537
0.0% of portfolio
|
Q2 2024
Reduced 57.77%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
78
shares
|
$8,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
74
shares
|
$8,112
0.0% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
66
shares
|
$7,235
0.0% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
64
shares
|
$7,016
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
59
shares
|
$6,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
59
shares
|
$6,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
58
shares
|
$6,358
0.0% of portfolio
|
Q2 2023
Added 11.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
55
shares
|
$6,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,481
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$5,481
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
49
shares
|
$5,371
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
46
shares
|
$5,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
42
shares
|
$4,604
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
39
shares
|
$4,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$4,275
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
33
shares
|
$3,617
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
32
shares
|
$3,508
0.0% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31
shares
|
$3,398
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
29
shares
|
$3,179
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
28
shares
|
$3,069
0.0% of portfolio
|
Q1 2024
Reduced 83.23%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
25
shares
|
$2,740
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
22
shares
|
$2,411
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
21
shares
|
$2,302
0.0% of portfolio
|
Q3 2024
New holding
|