Purchases and Sales Made in Q1 2024 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q1 2024. 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 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
281+ 2.71% |
$27.4K - $29.4K
|
10.7K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
277+ 4.45% |
$27K - $28.9K
|
6.5K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
272+ 348.72% |
$26.5K - $28.4K
|
350
$36.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
252+ 86.9% |
$24.5K - $26.3K
|
542
$56.9K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
251+ 10.19% |
$24.4K - $26.2K
|
2.71K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250+ 15.47% |
$24.4K - $26.1K
|
1.87K
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
244+ 0.53% |
$23.8K - $25.5K
|
46.5K
$4.88M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
240+ 0.67% |
$23.4K - $25.1K
|
36.1K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
237+ 2.66% |
$23.1K - $24.8K
|
9.14K
$959K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
205+ 0.02% |
$20K - $21.4K
|
953K
$99.9M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
199+ 3.11% |
$19.4K - $20.8K
|
6.61K
$693K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
195+ 0.89% |
$19K - $20.4K
|
22.1K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
193+ 22.92% |
$18.8K - $20.2K
|
1.04K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
193+ 3.17% |
$18.8K - $20.2K
|
6.28K
$659K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
190+ 1.46% |
$18.5K - $19.8K
|
13.2K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
187+ 14.15% |
$18.2K - $19.5K
|
1.51K
$158K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
164+ 5.78% |
$16K - $17.1K
|
3K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
158+ 0.37% |
$15.4K - $16.5K
|
42.9K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
146+ 0.65% |
$14.2K - $15.3K
|
22.7K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
134+ 2.77% |
$13.1K - $14K
|
4.98K
$522K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
130+ 7.62% |
$12.7K - $13.6K
|
1.84K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
125+ 4.61% |
$12.2K - $13.1K
|
2.84K
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
125+ 11.75% |
$12.2K - $13.1K
|
1.19K
$125K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
125New |
$12.2K - $13.1K
|
125
$13.1K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
117+ 180.0% |
$11.4K - $12.2K
|
182
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
115+ 2.57% |
$11.2K - $12K
|
4.59K
$481K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
100New |
$9.74K - $10.4K
|
100
$10.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
98+ 2.14% |
$9.55K - $10.2K
|
4.68K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
93+ 11.07% |
$9.06K - $9.72K
|
933
$97.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
77New |
$7.5K - $8.04K
|
77
$8.08K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 127.27% |
$6.82K - $7.31K
|
125
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
70New |
$6.82K - $7.31K
|
70
$7.34K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 31.19% |
$6.62K - $7.1K
|
286
$30K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
61+ 0.25% |
$5.94K - $6.37K
|
24.2K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
57+ 0.44% |
$5.55K - $5.95K
|
12.9K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50New |
$4.87K - $5.22K
|
50
$5.25K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$3.99K - $4.28K
|
41
$4.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 35.71% |
$2.92K - $3.13K
|
114
$12K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25+ 0.35% |
$2.44K - $2.61K
|
7.07K
$742K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
22+ 0.04% |
$2.14K - $2.3K
|
60.7K
$6.37M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
22+ 1.06% |
$2.14K - $2.3K
|
2.11K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 1800.0% |
$1.75K - $1.88K
|
19
$1.99K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 3.58% |
$1.46K - $1.57K
|
434
$45.5K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15+ 0.22% |
$1.46K - $1.57K
|
6.78K
$712K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 8.98% |
$1.46K - $1.57K
|
182
$19.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 116.67% |
$1.36K - $1.46K
|
26
$2.73K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12New |
$1.17K - $1.25K
|
12
$1.26K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.89% |
$1.17K - $1.25K
|
1.36K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 16.92% |
$1.07K - $1.15K
|
76
$7.97K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.68% |
$1.07K - $1.15K
|
1.64K
$172K
|