Purchases and Sales Made in Q1 2025 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
80New |
$7.58K - $8.95K
|
80
$7.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
80+ 5.85% |
$7.58K - $8.95K
|
1.45K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
74+ 137.04% |
$7.01K - $8.27K
|
128
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.92% |
$6.72K - $7.94K
|
581
$55.7K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
67+ 1.04% |
$6.34K - $7.49K
|
6.49K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
64+ 2.29% |
$6.06K - $7.16K
|
2.86K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
63+ 1.98% |
$5.97K - $7.04K
|
3.25K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
61+ 3.0% |
$5.78K - $6.82K
|
2.09K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 42.54% |
$5.4K - $6.37K
|
191
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
56+ 2.92% |
$5.3K - $6.26K
|
1.98K
$189K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
52+ 37.14% |
$4.92K - $5.81K
|
192
$18.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
47+ 151.61% |
$4.45K - $5.26K
|
78
$7.47K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 0.64% |
$4.07K - $4.81K
|
6.72K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
40New |
$3.79K - $4.47K
|
40
$3.83K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38+ 0.36% |
$3.6K - $4.25K
|
10.5K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 0.13% |
$2.84K - $3.35K
|
22.6K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28+ 2.28% |
$2.65K - $3.13K
|
1.26K
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.14% |
$2.56K - $3.02K
|
18.8K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27+ 142.11% |
$2.56K - $3.02K
|
46
$4.41K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 1.03% |
$2.37K - $2.8K
|
2.45K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
24+ 0.04% |
$2.27K - $2.68K
|
57.7K
$5.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 1.06% |
$2.18K - $2.57K
|
2.2K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22+ 0.01% |
$2.08K - $2.46K
|
419K
$40.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 3.78% |
$1.99K - $2.35K
|
576
$55.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
20New |
$1.89K - $2.24K
|
20
$1.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20New |
$1.89K - $2.24K
|
20
$1.92K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18New |
$1.7K - $2.01K
|
18
$1.72K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 16.0% |
$1.52K - $1.79K
|
116
$11.1K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
14+ 0.3% |
$1.33K - $1.57K
|
4.75K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 3.26% |
$1.33K - $1.57K
|
443
$42.4K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11+ 0.17% |
$1.04K - $1.23K
|
6.38K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8New |
$758 - $895
|
8
$766
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$758 - $895
|
7.07K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$568 - $671
|
6
$575
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$568 - $671
|
6
$575
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5+ 2.62% |
$474 - $559
|
196
$18.8K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5New |
$474 - $559
|
5
$479
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$474 - $559
|
5
$479
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$474 - $559
|
5
$479
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5+ 1.87% |
$474 - $559
|
272
$26.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 1.21% |
$474 - $559
|
419
$40.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5New |
$474 - $559
|
5
$479
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 2.0% |
$379 - $447
|
204
$19.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4New |
$379 - $447
|
4
$383
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 15.38% |
$379 - $447
|
30
$2.87K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
2New |
$189 - $224
|
2
$192
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.56% |
$94.7 - $112
|
65
$6.23K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$94.7 - $112
|
2.94K
$282K
|