Purchases and Sales Made in Q2 2024 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
254+ 71.35% |
$24.5K - $26.6K
|
610
$64K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
244+ 4.9% |
$23.5K - $25.6K
|
5.22K
$548K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241+ 1.11% |
$23.2K - $25.3K
|
22K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
237+ 6.81% |
$22.9K - $24.9K
|
3.72K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
227New |
$21.9K - $23.8K
|
227
$23.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
216+ 14.31% |
$20.8K - $22.7K
|
1.73K
$181K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 3.2% |
$19.3K - $21K
|
6.44K
$676K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$19.3K - $21K
|
200
$21K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
199+ 2.48% |
$19.2K - $20.9K
|
8.22K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 14.89% |
$17.1K - $18.6K
|
1.37K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
161+ 1.51% |
$15.5K - $16.9K
|
10.8K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
158New |
$15.2K - $16.6K
|
158
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
155+ 5.94% |
$14.9K - $16.3K
|
2.76K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
143+ 2.77% |
$13.8K - $15K
|
5.3K
$556K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
130+ 51.18% |
$12.5K - $13.6K
|
384
$40.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
124+ 2.05% |
$12K - $13K
|
6.19K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
123+ 0.36% |
$11.9K - $12.9K
|
34K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
120+ 8.32% |
$11.6K - $12.6K
|
1.56K
$164K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
115+ 2.98% |
$11.1K - $12.1K
|
3.98K
$417K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
115+ 16.94% |
$11.1K - $12.1K
|
794
$83.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
98+ 128.95% |
$9.45K - $10.3K
|
174
$18.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
92+ 10.01% |
$8.87K - $9.65K
|
1.01K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
87+ 2.46% |
$8.39K - $9.13K
|
3.62K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
86+ 153.57% |
$8.29K - $9.02K
|
142
$14.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 3.31% |
$6.94K - $7.55K
|
2.25K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
72+ 0.17% |
$6.94K - $7.55K
|
41.6K
$4.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 1.31% |
$6.85K - $7.45K
|
5.49K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68New |
$6.56K - $7.13K
|
68
$7.13K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 469.23% |
$5.88K - $6.4K
|
74
$7.76K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
BUY
|
- |
52+ 1.1% |
$5.01K - $5.46K
|
4.76K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
47+ 0.84% |
$4.53K - $4.93K
|
5.63K
$590K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 1.97% |
$4.44K - $4.83K
|
2.38K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
45+ 2.14% |
$4.34K - $4.72K
|
2.15K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37+ 0.56% |
$3.57K - $3.88K
|
6.64K
$697K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35+ 0.06% |
$3.38K - $3.67K
|
56.1K
$5.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
35+ 0.61% |
$3.38K - $3.67K
|
5.8K
$608K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 0.82% |
$3.28K - $3.57K
|
4.18K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
31+ 10.13% |
$2.99K - $3.25K
|
337
$35.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 0.03% |
$2.89K - $3.15K
|
119K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
29+ 2.13% |
$2.8K - $3.04K
|
1.39K
$146K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28+ 0.74% |
$2.7K - $2.94K
|
3.82K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 1.24% |
$2.51K - $2.73K
|
2.12K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 1.53% |
$2.51K - $2.73K
|
1.72K
$181K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 19.3% |
$2.12K - $2.31K
|
136
$14.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 36.21% |
$2.03K - $2.2K
|
79
$8.29K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.74K - $1.89K
|
18
$1.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17+ 0.54% |
$1.64K - $1.78K
|
3.15K
$330K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 12.93% |
$1.45K - $1.57K
|
131
$13.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 100.0% |
$1.06K - $1.15K
|
22
$2.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.82% |
$964 - $1.05K
|
1.22K
$128K
|