Purchases and Sales Made in Q4 2024 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
89+ 9.06% |
$9.75K - $10.5K
|
1.07K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
89+ 11.41% |
$9.75K - $10.5K
|
869
$91.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
87New |
$9.53K - $10.2K
|
87
$9.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
82+ 7.14% |
$8.98K - $9.64K
|
1.23K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
80+ 4.55% |
$8.76K - $9.4K
|
1.84K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
74+ 4.11% |
$8.11K - $8.7K
|
1.87K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
71New |
$7.78K - $8.34K
|
71
$7.46K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
70+ 2.1% |
$7.67K - $8.23K
|
3.41K
$358K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
68+ 3.46% |
$7.45K - $7.99K
|
2.03K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
66+ 1.6% |
$7.23K - $7.76K
|
4.18K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
57New |
$6.24K - $6.7K
|
57
$5.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56New |
$6.13K - $6.58K
|
56
$5.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 2.43% |
$6.13K - $6.58K
|
2.36K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
55New |
$6.03K - $6.46K
|
55
$5.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
54New |
$5.92K - $6.35K
|
54
$5.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.6% |
$5.48K - $5.88K
|
3.17K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
49+ 1.96% |
$5.37K - $5.76K
|
2.54K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
47New |
$5.15K - $5.52K
|
47
$4.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46+ 1.49% |
$5.04K - $5.41K
|
3.13K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
44+ 0.78% |
$4.82K - $5.17K
|
5.7K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 1.85% |
$4.82K - $5.17K
|
2.43K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
42New |
$4.6K - $4.94K
|
42
$4.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 4.33% |
$4.16K - $4.47K
|
916
$96.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
31+ 0.66% |
$3.4K - $3.64K
|
4.74K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
31New |
$3.4K - $3.64K
|
31
$3.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27+ 25.23% |
$2.96K - $3.17K
|
134
$14.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
27+ 22.5% |
$2.96K - $3.17K
|
147
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 0.51% |
$2.85K - $3.06K
|
5.14K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 12.25% |
$2.74K - $2.94K
|
229
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
24+ 1.05% |
$2.63K - $2.82K
|
2.31K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23New |
$2.52K - $2.7K
|
23
$2.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 44.0% |
$2.41K - $2.59K
|
72
$7.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22+ 0.04% |
$2.41K - $2.59K
|
56.1K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
21+ 0.98% |
$2.3K - $2.47K
|
2.17K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 15.7% |
$2.08K - $2.23K
|
140
$14.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19+ 2.83% |
$2.08K - $2.23K
|
691
$72.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
17+ 12.88% |
$1.86K - $2K
|
149
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
15+ 0.28% |
$1.64K - $1.76K
|
5.37K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 11.82% |
$1.42K - $1.53K
|
123
$12.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 40.91% |
$986 - $1.06K
|
31
$3.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 3.05% |
$876 - $940
|
270
$28.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.48% |
$876 - $940
|
1.66K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$876 - $940
|
37.2K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.24% |
$767 - $823
|
2.94K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.38% |
$767 - $823
|
1.85K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 2.41% |
$657 - $705
|
255
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5New |
$548 - $588
|
5
$525
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 1.18% |
$548 - $588
|
429
$45.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
5+ 31.25% |
$548 - $588
|
21
$2.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5New |
$548 - $588
|
5
$525
|