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 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
9+ 0.09% |
$877 - $940
|
10.1K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$779 - $836
|
8
$839
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
7+ 0.28% |
$682 - $731
|
2.47K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7New |
$682 - $731
|
7
$734
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 1.66% |
$487 - $522
|
306
$32.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$487 - $522
|
5
$525
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$487 - $522
|
2.33K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$487 - $522
|
5
$525
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.35% |
$487 - $522
|
1.44K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.95% |
$390 - $418
|
423
$44.4K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 1.01% |
$390 - $418
|
401
$42.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 37.5% |
$292 - $313
|
11
$1.15K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.57% |
$292 - $313
|
87
$9.13K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$292 - $313
|
3
$315
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.2% |
$292 - $313
|
254
$26.6K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 1.0% |
$195 - $209
|
202
$21.2K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 20.0% |
$97.4 - $104
|
6
$629
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 6.67% |
$97.4 - $104
|
16
$1.68K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$97.4 - $104
|
2.06K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 0.41% |
$195 - $209
|
490
$51.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 20.0% |
$292 - $313
|
12
$1.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 80.0% |
$390 - $418
|
1
$105
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 31.58% |
$584 - $627
|
13
$1.36K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7- 0.13% |
$682 - $731
|
5.28K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-7- 0.22% |
$682 - $731
|
3.11K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 17.95% |
$682 - $731
|
32
$3.36K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-8- 0.15% |
$779 - $836
|
5.23K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.16% |
$779 - $836
|
679
$71.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 4.1% |
$1.07K - $1.15K
|
257
$27K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.96% |
$1.07K - $1.15K
|
1.14K
$119K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 5.88% |
$1.27K - $1.36K
|
208
$21.8K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 2.54% |
$1.56K - $1.67K
|
615
$64.5K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-20- 0.69% |
$1.95K - $2.09K
|
2.88K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-22- 28.21% |
$2.14K - $2.3K
|
56
$5.87K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-24- 2.37% |
$2.34K - $2.51K
|
989
$104K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 7.29% |
$2.73K - $2.93K
|
356
$37.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-43- 1.07% |
$4.19K - $4.49K
|
3.99K
$419K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48- 29.27% |
$4.68K - $5.01K
|
116
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-53- 0.27% |
$5.16K - $5.54K
|
19.3K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59- 1.85% |
$5.75K - $6.16K
|
3.13K
$328K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 62.77% |
$5.75K - $6.16K
|
35
$3.67K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-75- 1.22% |
$7.31K - $7.84K
|
6.06K
$636K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-80- 16.49% |
$7.79K - $8.36K
|
405
$42.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-85- 1.06% |
$8.28K - $8.88K
|
7.9K
$828K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-96- 1.62% |
$9.35K - $10K
|
5.82K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-99- 99.0% |
$9.64K - $10.3K
|
1
$105
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-99- 4.35% |
$9.64K - $10.3K
|
2.18K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 2.27% |
$9.74K - $10.4K
|
4.3K
$451K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 86.96% |
$9.74K - $10.4K
|
15
$1.57K
|