Purchases and Sales Made in Q3 2022 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 1.09% |
$226 - $966
|
833
$87.4K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 3.11% |
$150 - $644
|
199
$20.9K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 71.43% |
$125 - $537
|
12
$1.26K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 1.02% |
$100 - $429
|
396
$41.5K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.81% |
$75.2 - $322
|
372
$39K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 9.52% |
$50.1 - $215
|
23
$2.41K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 16.67% |
$50.1 - $215
|
14
$1.47K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 5.88% |
$25.1 - $107
|
18
$1.89K
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.76% |
$25.1 - $107
|
130
$13.6K
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3- 0.04% |
$75.2 - $322
|
7.75K
$813K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 2.64% |
$150 - $644
|
221
$23.2K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 17.95% |
$175 - $751
|
32
$3.36K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 30.77% |
$301 - $1.29K
|
27
$2.83K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15- 0.18% |
$376 - $1.61K
|
8.12K
$852K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-16- 5.26% |
$401 - $1.72K
|
288
$30.2K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18- 42.86% |
$451 - $1.93K
|
24
$2.52K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27- 28.13% |
$677 - $2.9K
|
69
$7.24K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 64.81% |
$877 - $3.76K
|
19
$1.99K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 4.69% |
$978 - $4.19K
|
793
$83.2K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-42- 1.22% |
$1.05K - $4.51K
|
3.39K
$355K
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-53- 0.11% |
$1.33K - $5.69K
|
50.3K
$5.28M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-55- 21.57% |
$1.38K - $5.9K
|
200
$21K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-60- 0.74% |
$1.5K - $6.44K
|
8.06K
$846K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-74- 13.86% |
$1.86K - $7.94K
|
460
$48.3K
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-89- 2.24% |
$2.23K - $9.55K
|
3.88K
$407K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-93- 1.49% |
$2.33K - $9.98K
|
6.13K
$643K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-95- 0.47% |
$2.38K - $10.2K
|
20.2K
$2.12M
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-97- 23.04% |
$2.43K - $10.4K
|
324
$34K
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 27.25% |
$2.66K - $11.4K
|
283
$29.7K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 13.04% |
$3.01K - $12.9K
|
800
$83.9K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-130- 5.04% |
$3.26K - $14K
|
2.45K
$257K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-150- 1.91% |
$3.76K - $16.1K
|
7.68K
$806K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-153- 5.36% |
$3.84K - $16.4K
|
2.7K
$284K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-245- 2.73% |
$6.14K - $26.3K
|
8.75K
$917K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-258- 3.11% |
$6.47K - $27.7K
|
8.04K
$843K
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 7.59% |
$7.52K - $32.2K
|
3.65K
$383K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-343- 1.45% |
$8.6K - $36.8K
|
23.3K
$2.45M
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-359- 3.2% |
$9K - $38.5K
|
10.9K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-392- 9.15% |
$9.83K - $42.1K
|
3.89K
$408K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-410- 13.08% |
$10.3K - $44K
|
2.73K
$286K
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-450- 0.65% |
$11.3K - $48.3K
|
68.9K
$7.23M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-475- 11.72% |
$11.9K - $51K
|
3.58K
$375K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-485- 2.92% |
$12.2K - $52.1K
|
16.1K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Heitman Real Estate Securities LLC
Chicago, IL |
SELL
|
- |
-643- 3.19% |
$16.1K - $69K
|
19.5K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-656- 1.83% |
$16.4K - $70.4K
|
35.2K
$3.7M
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-673- 2.59% |
$16.9K - $72.2K
|
25.4K
$2.66M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-698- 2.6% |
$17.5K - $74.9K
|
26.2K
$2.75M
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-729- 23.64% |
$18.3K - $78.2K
|
2.36K
$247K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-770- 0.64% |
$19.3K - $82.6K
|
120K
$12.6M
|