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 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
42+ 3.99% |
$3.6K - $4.5K
|
1.1K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
37+ 0.03% |
$3.17K - $3.96K
|
117K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 9.62% |
$3K - $3.75K
|
399
$41.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
34+ 1.32% |
$2.91K - $3.64K
|
2.62K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 114.29% |
$2.74K - $3.43K
|
60
$6.29K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
31+ 11.48% |
$2.66K - $3.32K
|
301
$31.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25New |
$2.14K - $2.68K
|
25
$2.62K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 9.39% |
$1.97K - $2.46K
|
268
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20+ 0.09% |
$1.71K - $2.14K
|
22.4K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$1.37K - $1.71K
|
16
$1.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15New |
$1.29K - $1.61K
|
15
$1.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14+ 0.87% |
$1.2K - $1.5K
|
1.63K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
14+ 0.02% |
$1.2K - $1.5K
|
68.6K
$7.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 16.67% |
$1.03K - $1.28K
|
84
$8.81K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12New |
$1.03K - $1.28K
|
12
$1.26K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11+ 0.0% |
$943 - $1.18K
|
12.5M
$1.32B
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 9.52% |
$857 - $1.07K
|
115
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.39% |
$771 - $963
|
2.33K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8New |
$686 - $856
|
8
$839
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7+ 0.7% |
$600 - $749
|
1.01K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7New |
$600 - $749
|
7
$734
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 1.21% |
$429 - $535
|
419
$44K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$429 - $535
|
5
$525
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 1.21% |
$429 - $535
|
419
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$429 - $535
|
5
$525
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 5.06% |
$343 - $428
|
83
$8.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.17% |
$171 - $214
|
1.21K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$171 - $214
|
2
$210
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.21% |
$171 - $214
|
167
$17.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 15.38% |
$171 - $214
|
15
$1.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2New |
$171 - $214
|
2
$210
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
1+ 0.0% |
$85.7 - $107
|
81.3K
$8.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.64% |
$85.7 - $107
|
62
$6.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 1.45% |
$85.7 - $107
|
68
$7.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 4.3% |
$343 - $428
|
89
$9.34K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 4.55% |
$343 - $428
|
84
$8.81K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 45.45% |
$429 - $535
|
6
$629
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 13.33% |
$514 - $642
|
39
$4.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 12.12% |
$686 - $856
|
58
$6.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-10- 0.32% |
$857 - $1.07K
|
3.11K
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-15- 0.33% |
$1.29K - $1.61K
|
4.58K
$481K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-16- 0.35% |
$1.37K - $1.71K
|
4.53K
$475K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 1.27% |
$1.8K - $2.25K
|
1.63K
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 2.97% |
$1.8K - $2.25K
|
687
$72.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 21.26% |
$2.31K - $2.89K
|
100
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30- 0.93% |
$2.57K - $3.21K
|
3.19K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-35- 5.26% |
$3K - $3.75K
|
631
$66.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-41- 9.65% |
$3.51K - $4.39K
|
384
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-49- 0.93% |
$4.2K - $5.25K
|
5.24K
$550K
|