Purchases and Sales Made in Q1 2023 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q1 2023. The information is specifically focused on institutions that hold shares of FEDERAL REALTY INVESTMENT TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
64+ 1.12% |
$5.83K - $7.3K
|
5.79K
$607K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
64New |
$5.83K - $7.3K
|
64
$6.71K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
58+ 0.47% |
$5.28K - $6.62K
|
12.4K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57+ 0.88% |
$5.19K - $6.5K
|
6.55K
$687K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
57+ 1.02% |
$5.19K - $6.5K
|
5.64K
$592K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
56+ 8.67% |
$5.1K - $6.39K
|
702
$73.6K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
56+ 373.33% |
$5.1K - $6.39K
|
71
$7.45K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
50+ 0.48% |
$4.56K - $5.7K
|
10.4K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42+ 5.34% |
$3.83K - $4.79K
|
829
$87K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
41+ 0.3% |
$3.74K - $4.68K
|
13.7K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
38+ 0.36% |
$3.46K - $4.34K
|
10.5K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
33+ 0.74% |
$3.01K - $3.76K
|
4.49K
$470K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29+ 1.32% |
$2.64K - $3.31K
|
2.23K
$234K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 12.72% |
$2.64K - $3.31K
|
257
$27K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
27+ 0.38% |
$2.46K - $3.08K
|
7.08K
$743K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
23+ 0.86% |
$2.1K - $2.62K
|
2.71K
$284K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.51K
|
22
$2.31K
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
20+ 0.8% |
$1.82K - $2.28K
|
2.53K
$265K
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
19+ 0.03% |
$1.73K - $2.17K
|
68.6K
$7.19M
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19New |
$1.73K - $2.17K
|
19
$1.99K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.64K - $2.05K
|
18
$1.89K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
15+ 0.12% |
$1.37K - $1.71K
|
12.4K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
14+ 0.46% |
$1.28K - $1.6K
|
3.09K
$324K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 75.0% |
$1.09K - $1.37K
|
28
$2.94K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.52% |
$1.09K - $1.37K
|
2.3K
$241K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 3.13% |
$911 - $1.14K
|
330
$34.6K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10+ 62.5% |
$911 - $1.14K
|
26
$2.73K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 22.73% |
$911 - $1.14K
|
54
$5.66K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
9New |
$820 - $1.03K
|
9
$944
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
8+ 0.07% |
$729 - $913
|
11K
$1.15M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.22% |
$638 - $799
|
3.14K
$329K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
7+ 0.28% |
$638 - $799
|
2.54K
$267K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.21% |
$638 - $799
|
3.4K
$357K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7New |
$638 - $799
|
7
$734
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$547 - $684
|
6
$629
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.41% |
$456 - $570
|
1.22K
$128K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.75% |
$273 - $342
|
404
$42.4K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.27% |
$273 - $342
|
240
$25.2K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 1.74% |
$182 - $228
|
117
$12.3K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.93% |
$91.1 - $114
|
109
$11.4K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.69% |
$91.1 - $114
|
60
$6.29K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.78% |
$91.1 - $114
|
127
$13.3K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.06% |
$182 - $228
|
3.18K
$333K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 0.01% |
$182 - $228
|
39.8K
$4.18M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3- 1.02% |
$273 - $342
|
290
$30.4K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 2.94% |
$456 - $570
|
165
$17.3K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5- 0.19% |
$456 - $570
|
2.61K
$273K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7- 58.33% |
$638 - $799
|
5
$525
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.26% |
$820 - $1.03K
|
390
$40.9K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 2.52% |
$820 - $1.03K
|
348
$36.5K
|