Purchases and Sales Made in Q4 2023 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
762New |
$65.3K - $81.6K
|
762
$79.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
757+ 4.57% |
$64.9K - $81K
|
17.3K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
721+ 5.51% |
$61.8K - $77.2K
|
13.8K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
700New |
$60K - $74.9K
|
700
$73.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
698New |
$59.8K - $74.7K
|
698
$73.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
677+ 3.77% |
$58K - $72.5K
|
18.6K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
665New |
$57K - $71.2K
|
665
$69.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
647+ 13.95% |
$55.5K - $69.3K
|
5.29K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
580+ 20.57% |
$49.7K - $62.1K
|
3.4K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
547+ 15.69% |
$46.9K - $58.6K
|
4.03K
$423K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
492New |
$42.2K - $52.7K
|
492
$51.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
485New |
$41.6K - $51.9K
|
485
$50.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
467+ 5.26% |
$40K - $50K
|
9.34K
$980K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
449+ 13.12% |
$38.5K - $48.1K
|
3.87K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
424+ 2.71% |
$36.3K - $45.4K
|
16.1K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
416+ 56.68% |
$35.7K - $44.5K
|
1.15K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
412+ 0.4% |
$35.3K - $44.1K
|
102K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
406+ 6.99% |
$34.8K - $43.5K
|
6.22K
$652K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
397New |
$34K - $42.5K
|
397
$41.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
384New |
$32.9K - $41.1K
|
384
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
347+ 13.14% |
$29.7K - $37.1K
|
2.99K
$313K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
270New |
$23.1K - $28.9K
|
270
$28.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
266+ 9.84% |
$22.8K - $28.5K
|
2.97K
$311K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
259+ 5.65% |
$22.2K - $27.7K
|
4.84K
$508K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
241+ 0.43% |
$20.7K - $25.8K
|
56.3K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
212+ 6.13% |
$18.2K - $22.7K
|
3.67K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200New |
$17.1K - $21.4K
|
200
$21K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169+ 25.19% |
$14.5K - $18.1K
|
840
$88.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
169+ 0.96% |
$14.5K - $18.1K
|
17.7K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$12.9K - $16.1K
|
150
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
127+ 1.45% |
$10.9K - $13.6K
|
8.9K
$934K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
124New |
$10.6K - $13.3K
|
124
$13K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
114+ 129.55% |
$9.77K - $12.2K
|
202
$21.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.77% |
$8.57K - $10.7K
|
5.74K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.72% |
$8.57K - $10.7K
|
14K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.5% |
$8.57K - $10.7K
|
20.2K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
99+ 2.73% |
$8.49K - $10.6K
|
3.72K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
97+ 20.34% |
$8.31K - $10.4K
|
574
$60.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
93+ 1.61% |
$7.97K - $9.96K
|
5.88K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
78New |
$6.69K - $8.35K
|
78
$8.18K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
78New |
$6.69K - $8.35K
|
78
$8.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 0.46% |
$6.26K - $7.81K
|
15.8K
$1.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 308.7% |
$6.09K - $7.6K
|
94
$9.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 2.65% |
$6K - $7.49K
|
2.71K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
68+ 2.84% |
$5.83K - $7.28K
|
2.46K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$5.66K - $7.07K
|
66
$6.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65New |
$5.57K - $6.96K
|
65
$6.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
62+ 7.95% |
$5.31K - $6.64K
|
842
$88.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50+ 3.85% |
$4.29K - $5.35K
|
1.35K
$141K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
43+ 0.34% |
$3.69K - $4.6K
|
12.9K
$1.35M
|