Purchases and Sales Made in Q3 2023 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q3 2023. 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, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
145+ 5.67% |
$13.1K - $15.1K
|
2.7K
$283K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
142+ 0.3% |
$12.8K - $14.8K
|
47.4K
$4.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
137+ 14.96% |
$12.4K - $14.2K
|
1.05K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
134+ 2.19% |
$12.1K - $13.9K
|
6.26K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
130+ 0.36% |
$11.8K - $13.5K
|
36.5K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
127+ 14.45% |
$11.5K - $13.2K
|
1.01K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
116+ 2.6% |
$10.5K - $12.1K
|
4.59K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
106+ 1.19% |
$9.58K - $11K
|
9.03K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.73% |
$9.04K - $10.4K
|
13.9K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100+ 0.44% |
$9.04K - $10.4K
|
23K
$2.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 0.65% |
$9.04K - $10.4K
|
15.6K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
100+ 0.74% |
$9.04K - $10.4K
|
13.6K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
99+ 57.89% |
$8.95K - $10.3K
|
270
$28.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
77+ 3.0% |
$6.96K - $8K
|
2.64K
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
69+ 2300.0% |
$6.24K - $7.17K
|
72
$7.55K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
67New |
$6.06K - $6.96K
|
67
$7.03K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
52+ 192.59% |
$4.7K - $5.4K
|
79
$8.29K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 8.4% |
$4.7K - $5.4K
|
671
$70.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45+ 1.26% |
$4.07K - $4.68K
|
3.62K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
45+ 0.33% |
$4.07K - $4.68K
|
13.8K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
37+ 1.26% |
$3.34K - $3.85K
|
2.98K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.57K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$3.07K - $3.53K
|
34
$3.57K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
33+ 1.4% |
$2.98K - $3.43K
|
2.4K
$251K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
25+ 0.98% |
$2.26K - $2.6K
|
2.58K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.72K - $1.97K
|
19
$1.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 5.23% |
$1.54K - $1.77K
|
342
$35.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 283.33% |
$1.54K - $1.77K
|
23
$2.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
15+ 16.3% |
$1.36K - $1.56K
|
107
$11.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
15+ 0.54% |
$1.36K - $1.56K
|
2.78K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.09% |
$1.27K - $1.46K
|
1.3K
$136K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.75% |
$1.08K - $1.25K
|
1.62K
$169K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.26% |
$814 - $935
|
3.42K
$359K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.67% |
$723 - $831
|
1.21K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 140.0% |
$633 - $728
|
12
$1.26K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 9.52% |
$542 - $624
|
69
$7.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.65% |
$452 - $520
|
780
$81.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 21.74% |
$452 - $520
|
28
$2.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 1.22% |
$452 - $520
|
414
$43.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 5.0% |
$452 - $520
|
105
$11K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 83.33% |
$452 - $520
|
11
$1.15K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 4.49% |
$362 - $416
|
93
$9.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
3+ 0.12% |
$271 - $312
|
2.53K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.13% |
$271 - $312
|
2.32K
$243K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.24% |
$271 - $312
|
245
$25.7K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.09% |
$181 - $208
|
2.25K
$236K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 1.56% |
$90.4 - $104
|
65
$6.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.15% |
$90.4 - $104
|
666
$69.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$90.4 - $104
|
39.6K
$4.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.67% |
$90.4 - $104
|
61
$6.4K
|