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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2- 0.04% |
$189 - $224
|
4.97K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 1.11% |
$284 - $335
|
267
$25.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 26.67% |
$379 - $447
|
11
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 7.14% |
$474 - $559
|
65
$6.23K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 3.09% |
$474 - $559
|
157
$15K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 5.38% |
$474 - $559
|
88
$8.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 41.18% |
$663 - $783
|
10
$958
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 3.14% |
$758 - $895
|
247
$23.7K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-10- 66.67% |
$947 - $1.12K
|
5
$479
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 2.05% |
$1.04K - $1.23K
|
525
$50.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-12- 22.22% |
$1.14K - $1.34K
|
42
$4.02K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-14- 5.11% |
$1.33K - $1.57K
|
260
$24.9K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 66.67% |
$1.52K - $1.79K
|
8
$766
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16Closed |
$1.52K - $1.79K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 19.77% |
$1.61K - $1.9K
|
69
$6.61K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-21- 1.51% |
$1.99K - $2.35K
|
1.37K
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22- 3.18% |
$2.08K - $2.46K
|
669
$64.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-24- 10.48% |
$2.27K - $2.68K
|
205
$19.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-26- 45.61% |
$2.46K - $2.91K
|
31
$2.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-33- 31.43% |
$3.13K - $3.69K
|
72
$6.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 95.24% |
$3.79K - $4.47K
|
2
$192
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41- 0.18% |
$3.88K - $4.58K
|
22.4K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-49- 2.0% |
$4.64K - $5.48K
|
2.4K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-51- 22.97% |
$4.83K - $5.7K
|
171
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 35.33% |
$5.02K - $5.93K
|
97
$9.29K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-64- 0.64% |
$6.06K - $7.16K
|
10K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-67- 0.87% |
$6.34K - $7.49K
|
7.62K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-68- 0.87% |
$6.44K - $7.6K
|
7.78K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-69- 32.39% |
$6.53K - $7.72K
|
144
$13.8K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-71- 57.72% |
$6.72K - $7.94K
|
52
$4.98K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-72- 48.98% |
$6.82K - $8.05K
|
75
$7.19K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-83- 2.04% |
$7.86K - $9.28K
|
3.99K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-85- 27.87% |
$8.05K - $9.5K
|
220
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-95- 3.48% |
$9K - $10.6K
|
2.64K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-109- 27.32% |
$10.3K - $12.2K
|
290
$27.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-127- 4.85% |
$12K - $14.2K
|
2.49K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-142- 15.5% |
$13.4K - $15.9K
|
774
$74.1K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-156- 3.72% |
$14.8K - $17.4K
|
4.04K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-164- 1.93% |
$15.5K - $18.3K
|
8.34K
$799K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-176- 13.9% |
$16.7K - $19.7K
|
1.09K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-183- 1.64% |
$17.3K - $20.5K
|
11K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-188- 69.89% |
$17.8K - $21K
|
81
$7.76K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-194- 2.12% |
$18.4K - $21.7K
|
8.97K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-229- 4.92% |
$21.7K - $25.6K
|
4.42K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-262- 1.16% |
$24.8K - $29.3K
|
22.4K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-275- 11.82% |
$26K - $30.8K
|
2.05K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-322- 6.42% |
$30.5K - $36K
|
4.69K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-323- 0.91% |
$30.6K - $36.1K
|
35.2K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-329- 17.91% |
$31.2K - $36.8K
|
1.51K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-338- 6.22% |
$32K - $37.8K
|
5.09K
$488K
|