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Get Institutions for : 
Federal Realty Investment Trust (FRT)  
$104.28 0.11 (0.11%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 439    14
Total shares held : 
 77,759,448  
% of shares held : 
 95.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 6,299,354  
% of shares held change : 
   7.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $88.53  
Last Quarter's Ending Price : 
 $103.05  
Last Quarter's Average Price : 
 $94.36  
Change from last quarter's     
avg. price to the last closing  : 
9.92 (10.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 7,859,205
 10.11%
 
Increased Positions :
158
 5,241,135
 6.74%
 
Unchanged Positions :
80
 1,562,844
 2.01%
 
Decreased Positions :
151
-6,062,812
-7.8%
 
Closed Positions :
36
-738,174
-0.95%
 
Guru Positions :
1
56,250
 0.07%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PGGM INVESTMENTS 27 - 2023-12-31 600,368 $61,868,000 0
   ABP INVESTMENTS US INC 39 - 2023-12-31 470,232 $48,457,000 0
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 41 - 2024-03-31 100,000 $10,212,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 458 - 2023-12-31 92,280 $9,509,000 0
   ROYAL LONDON ASSET MANAGEMENT LTD 555 - 2023-12-31 43,925 $4,526,000 0
   ING INVESTMENT MANAGEMENT, INC. 166 - 2023-12-31 23,400 $2,411,000 0
   STATE TREASURER STATE OF MICHIGAN 636 - 2024-03-31 20,162 $2,059,000 0
   ALGERT COLDIRON INVESTORS LLC 469 - 2023-12-31 16,248 $1,674,000 0
   Handelsbanken Fonder AB 613 - 2023-12-31 15,600 $1,608,000 0
   LASALLE INVESTMENT MANAGEMENT SECURITIES LP 42 - 2023-12-31 15,464 $1,594,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 549 - 2023-12-31 12,826 $1,322,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 7,885 $813,000 0
   Fort Point Capital Partners LLC 119 - 2023-12-31 7,684 $792,000 0
   FIRST NATIONAL TRUST CO 238 - 2024-03-31 7,424 $758,000 0
   BURKE & HERBERT BANK & TRUST CO 46 - 2024-03-31 7,335 $749,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 1262 - 2023-12-31 6,293 $649,000 0
   Maryland State Retirement & Pension System 990 - 2024-03-31 6,223 $602,000 0
   MONTGOMERY INVESTMENT MANAGEMENT INC 62 - 2023-12-31 5,280 $544,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 417 - 2023-12-31 4,450 $459,000 0
   MONETARY MANAGEMENT GROUP INC 143 - 2023-12-31 3,750 $386,000 0
   Belpointe Asset Management LLC 467 - 2023-12-31 3,450 $356,000 0
   Fortis Capital Advisors LLC 75 - 2023-12-31 3,450 $356,000 0
   Morningstar Investment Management LLC 148 - 2023-12-31 3,265 $336,000 0
   Fiduciary Group LLC 214 - 2023-12-31 3,075 $317,000 0
   PANAGORA ASSET MANAGEMENT INC 1115 - 2023-12-31 2,532 $261,000 0
   HERITAGE INVESTORS MANAGEMENT CORP 217 - 2023-12-31 2,384 $246,000 0
   Powell Investment Advisors LLC 107 - 2024-03-31 2,183 $225,000 0
   V-Square Quantitative Management LLC 456 - 2024-03-31 2,179 $223,000 0
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 1,834 $189,000 0
   HANSON MCCLAIN, INC. 942 - 2024-03-31 1,213 $124,000 0
   Jackson Grant Investment Advisers Inc. 130 - 2023-12-31 1,193 $123,000 0
   Carmichael Hill & Associates Inc. 216 - 2024-03-31 1,061 $108,000 0
   WHITTIER TRUST CO 765 - 2023-12-31 1,000 $103,000 0
   ZRC WEALTH MANAGEMENT LLC 193 - 2024-03-31 700 $71,000 0
   BARTLETT & CO. LLC 629 - 2023-12-31 650 $68,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 629 - 2023-12-31 650 $68,000 0
   DELTA ASSET MANAGEMENT LLC/TN 252 - 2023-12-31 525 $54,000 0
   Avalon Trust Co 208 - 2023-12-31 500 $52,000 0
   TOTH FINANCIAL ADVISORY CORP 332 - 2024-03-31 320 $33,000 0
   M&R CAPITAL MANAGEMENT INC 271 - 2024-03-31 270 $28,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 250 $26,000 0
   MONTAG A & ASSOCIATES INC 671 - 2023-12-31 240 $25,000 0
   Parallel Advisors LLC 1857 - 2023-12-31 218 $22,000 0
   PSI Advisors LLC 387 - 2024-03-31 206 $21,000 0
   SMITHFIELD TRUST CO 765 - 2023-12-31 150 $15,000 0
   Fortis Advisors LLC 190 - 2023-12-31 150 $15,000 0
   Quent Capital LLC 910 - 2023-12-31 132 $14,000 0
   Asset Dedication LLC 663 - 2024-03-31 107 $12,000 0
   SJS Investment Consulting Inc. 332 - 2024-03-31 114 $12,000 0
   Byrne Asset Management LLC 303 - 2024-03-31 100 $10,000 0
   BROWN BROTHERS HARRIMAN & CO 939 - 2023-12-31 100 $10,000 0
   GROUP ONE TRADING, L.P. 1404 - 2023-12-31 100 $10,000 0
   Newbridge Financial Services Group Inc. 773 - 2024-03-31 100 $10,000 0
   TFO-TDC LLC 99 - 2023-12-31 88 $9,000 0
   MV Capital Management Inc. 528 - 2024-03-31 89 $9,000 0
   Financial Freedom LLC 306 - 2024-03-31 62 $6,000 0
   Lindbrook Capital LLC 1845 - 2024-03-31 60 $6,000 0
   ATTICUS WEALTH MANAGEMENT LLC 443 - 2024-03-31 50 $5,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 763 - 2024-03-31 49 $5,000 0
   Sutton Wealth Advisors Inc. 585 - 2023-09-30 58 $5,000 0
   ZBN.A. 796 - 2023-12-31 33 $3,000 0
   City State Bank 629 - 2024-03-31 29 $3,000 0
   Sound Income Strategies LLC 1055 - 2024-03-31 20 $2,000 0
   MCF Advisors LLC 811 - 2024-03-31 16 $2,000 0
   Iron Horse Wealth Management LLC 349 - 2024-03-31 19 $2,000 0
   Kozak & Associates Inc. 327 - 2023-12-31 15 $2,000 0
   CAROLINAS WEALTH CONSULTING LLC 768 - 2023-12-31 16 $2,000 0
   TFC Financial Management - 2023-12-31 8 $1,000 0
   Stonebridge Capital Advisors LLC 426 *Closed 2023-12-31 0 $0 0
   PROEQUITIES INC. 5979 - 2023-12-31 0 $0 0
   Tradewinds Capital Management LLC 538 - 2024-03-31 3 $0 0
   HUNTINGTON NATIONAL BANK 3035 - 2023-12-31 1 $0 0
  72 Records found
  1    
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