Purchases and Sales Made in Q4 2022 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
69+ 0.88% |
$6.15K - $7.67K
|
7.87K
$825K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
68New |
$6.06K - $7.55K
|
68
$7.13K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
65New |
$5.8K - $7.22K
|
65
$6.82K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$5.26K - $6.55K
|
59
$6.19K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$4.46K - $5.55K
|
50
$5.25K
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
49+ 0.36% |
$4.37K - $5.44K
|
13.7K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
49+ 1.97% |
$4.37K - $5.44K
|
2.53K
$266K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
48New |
$4.28K - $5.33K
|
48
$5.04K
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
38+ 0.05% |
$3.39K - $4.22K
|
83K
$8.7M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
31New |
$2.76K - $3.44K
|
31
$3.25K
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
30+ 0.03% |
$2.68K - $3.33K
|
86.6K
$9.08M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 14.57% |
$2.59K - $3.22K
|
228
$23.9K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
25+ 0.44% |
$2.23K - $2.78K
|
5.73K
$601K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25+ 100.0% |
$2.23K - $2.78K
|
50
$5.25K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
24+ 0.4% |
$2.14K - $2.67K
|
5.96K
$626K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21New |
$1.87K - $2.33K
|
21
$2.2K
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
20+ 13.51% |
$1.78K - $2.22K
|
168
$17.6K
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
20+ 0.75% |
$1.78K - $2.22K
|
2.69K
$282K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.78K - $2.22K
|
20
$2.1K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 62.96% |
$1.52K - $1.89K
|
44
$4.62K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16New |
$1.43K - $1.78K
|
16
$1.68K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 177.78% |
$1.43K - $1.78K
|
25
$2.62K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
16+ 5.78% |
$1.43K - $1.78K
|
293
$30.7K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 57.89% |
$981 - $1.22K
|
30
$3.15K
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
11+ 0.43% |
$981 - $1.22K
|
2.59K
$271K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.27% |
$803 - $1K
|
3.4K
$356K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.75% |
$803 - $1K
|
1.21K
$127K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 3.04% |
$624 - $778
|
237
$24.9K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
7+ 0.25% |
$624 - $778
|
2.77K
$290K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$535 - $667
|
6
$629
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 1.26% |
$446 - $555
|
401
$42.1K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$446 - $555
|
5
$525
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$446 - $555
|
5
$525
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.81% |
$268 - $333
|
375
$39.3K
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3+ 4.55% |
$268 - $333
|
69
$7.24K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 1.89% |
$178 - $222
|
108
$11.3K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.06% |
$178 - $222
|
3.18K
$333K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$178 - $222
|
2
$210
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.15% |
$89.2 - $111
|
688
$72.2K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 5.88% |
$89.2 - $111
|
16
$1.68K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.54% |
$178 - $222
|
128
$13.4K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 34.78% |
$713 - $889
|
15
$1.57K
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-8- 0.07% |
$713 - $889
|
11.1K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.63% |
$1.16K - $1.44K
|
787
$82.6K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 8.11% |
$1.34K - $1.67K
|
170
$17.8K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-15- 0.55% |
$1.34K - $1.67K
|
2.71K
$284K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-15- 0.19% |
$1.34K - $1.67K
|
7.89K
$827K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 31.88% |
$1.96K - $2.44K
|
47
$4.93K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 36.36% |
$2.14K - $2.67K
|
42
$4.41K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28- 7.27% |
$2.5K - $3.11K
|
357
$37.4K
|