Skip to content
Disclosery

FRT FEDERAL RLTY INVT TR NEW

Follow

SH BEN INT NEW (common), issuer CIK 34903

480 managers (489 13F filers) reported a position in FRT shares at 2024-12-31, 85,125,044 shares in all. 42 filers opened a position and 73 filers sold out during the quarter.

Managers
480
13F filers
489
New
42
Added
207
Reduced
144
Sold out
73
Shares held by filers
85,125,044

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCgroup of 2 filers holding11,640$1.3MnewTimeline
PGGM Investments11,561$1.29M0.02%013F-HRTimeline
Meridian Wealth Management, LLC11,500$1.29M0.06%013F-HRTimeline
CIBC Asset Management Inc11,152$1.25M<0.01%+39913F-HRTimeline
Loudon Investment Management, LLC11,070$1.24M0.7%-68513F-HRTimeline
Creative Planningin group Creative Planning10,830$1.21M<0.01%+3,04613F-HRTimelineGroup
FourThought Financial Partners, LLC10,809$1.21M0.13%-38013F-HRTimeline
Edgestream Partners, L.P.10,752$1.2M0.05%-11,12513F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN10,777$1.2M0.01%+41913F-HRTimeline
Lokken Investment Group LLC10,210$1.14M0.49%+50713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …10,490$1.14M<0.01%-9113F-HRTimelineGroup
Metis Global Partners, LLC10,115$1.13M0.03%+92113F-HRTimeline
Summit Financial, LLC10,059$1.13M0.04%new13F-HRTimeline
Rafferty Asset Management, LLC10,056$1.13M<0.01%-63813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,706$1.09M<0.01%-6513F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY9,700$1.09M0.22%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…9,159$1.03M0.01%-10413F-HRTimelineGroup
New Age Alpha Advisors, LLC8,702$974K0.04%new13F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,504$952K<0.01%-4013F-HRTimelineGroup
Sound Financial Strategies Group, LLC7,928$888K0.74%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,916$886K0.03%013F-HRTimelineGroup
Joel Isaacson & Co., LLC7,885$883K0.04%013F-HRTimeline
Fort Point Capital Partners LLC7,848$879K0.1%+8913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,784$871K<0.01%+2,37013F-HRTimelineGroup
World Investment Advisors7,778$871K0.02%+5,86013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…7,683$860K0.09%-6013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,570$848K0.01%-6413F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding7,414$830K+749Timeline
BURKE & HERBERT BANK & TRUST CO7,335$821K0.19%013F-HRTimeline
Fieldview Capital Management, LLC7,260$813K0.13%13F-HRTimeline
MIZUHO SECURITIES USA LLC7,247$811K0.01%+2,36913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC7,061$790K0.29%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The6,847$767K0.02%+35613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,762$766K<0.01%+2,38013F-HRTimelineGroup
XPONANCE LLC6,752$756K0.01%-30513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,679$748K0.01%+18113F-HRTimelineGroup
NewEdge Advisors, LLC6,677$748K<0.01%+2,90813F-HRTimeline
Independent Advisor Alliance6,585$737K0.01%+43813F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND6,554$734K0.01%+11013F-HRTimeline
Cambridge Investment Research Advisors,…6,450$722K<0.01%+9313F-HRTimeline
Ethic Inc.6,426$719K0.01%+14513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,411$718K<0.01%-94913F-HRTimeline
NewEdge Wealth, LLC6,371$713K0.01%-29213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,192$693K<0.01%+25713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,004$672K0.05%-23613F-HRTimeline
SlateStone Wealth, LLC5,995$671K0.07%+20013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,940$665K<0.01%+3,40913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…5,910$662K0.05%+47513F-HRTimelineGroup
Janney Capital Management LLC5,655$633K0.04%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,540$620K0.01%013F-HRTimeline
W.H. Cornerstone Investments Inc.5,473$613K0.41%new13F-HRTimeline
DoubleLine ETF Adviser LP5,372$601K0.16%+1513F-HRTimeline
Groupe la Francaisein group Groupe la Francaise5,430$601K0.01%13F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding5,170$579K-2,298Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,140$575K<0.01%+2613F-HRTimeline
PFG Investments, LLC5,043$565K0.04%-1,19313F-HRTimeline
Sterling Capital Management LLC5,016$562K0.01%+1,87313F-HRTimeline
Gen-Wealth Partners Inc4,975$557K0.24%+20313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,855$544K<0.01%+53013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,758$533K0.01%+12513F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO4,739$531K0.02%+3113F-HRTimeline
Maryland State Retirement & Pension Sys…4,708$527K0.01%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,650$521K<0.01%+1,50013F-HRTimelineGroup
Global X Japan Co., Ltd.4,566$511K0.06%+63213F-HRTimeline
AssuredPartners Investment Advisors, LLC4,563$511K0.1%13F-HRTimeline
Code Waechter LLC4,549$509K0.44%-9613F-HRTimeline
OFI INVEST ASSET MANAGEMENT4,652$503K0.01%13F-HRTimeline
Vanderbilt University4,413$494K0.1%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,359$488K0.1%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,266$478K0.02%-20013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,196$470K0.01%+14413F-HRTimelineGroup
Prospera Financial Services Inc4,180$468K0.01%+6613F-HRTimeline
NATIXISin group Natixis Investment Managers4,150$465K<0.01%-8,93913F-HRTimelineGroup
Louisiana State Employees Retirement Sy…4,100$459K0.01%-10013F-HRTimeline
NovaPoint Capital, LLC4,072$456K0.14%+15213F-HRTimeline
Sustainable Insight Capital Management,…4,026$451K0.2%-67413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,943$441K0.01%-10013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,840$430K<0.01%+14213F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC3,750$420K0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,703$415K<0.01%-113,65313F-HRTimelineGroup
INFRASTRUCTURE CAPITAL ADVISORS, LLC3,697$410K0.05%-10,89313F-HRTimeline
Sandy Spring Bank3,634$407K0.02%-40613F-HRTimeline
Northwest & Ethical Investments L.P.3,627$406K0.01%-17413F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD3,550$397K0.01%-10013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,543$397K0.07%new13F-HRTimeline
Csenge Advisory Group3,527$395K0.02%-28113F-HRTimeline
IEQ CAPITAL, LLC3,438$385K<0.01%+1,13213F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,407$381K0.07%+7013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,263$365K<0.01%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,183$356K<0.01%-9913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,173$355K0.01%+5013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,132$351K<0.01%+4613F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC3,113$348K<0.01%-28213F-HRTimeline
GAMMA Investing LLC3,104$347K0.03%+26413F-HRTimeline
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…3,083$345K0.02%-7,79213F-HRTimelineGroup
Fiduciary Group, LLC3,023$338K0.03%-5213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,022$338K0.03%new13F-HRTimeline
Wealthspire Advisors, LLC2,940$329K<0.01%+713F-HRTimeline
Empowered Funds, LLC2,850$316K<0.01%new13F-HRTimeline
Graham Capital Management, L.P.2,821$316K0.01%-16,70913F-HRTimeline
MACKENZIE FINANCIAL CORP2,800$313K<0.01%+4113F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,743$307K<0.01%+65413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,732$306K0.01%-9,21113F-HRTimelineGroup
Machina Capital S.A.S.2,718$304K0.13%-2,45613F-HRTimeline
SG Americas Securities, LLC2,700$302K<0.01%-12413F-HRTimeline
KBC Group NVin group KBC Group NV2,693$301K<0.01%+76413F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO2,689$301K0.01%-613F-HRTimeline
BLAIR WILLIAM & CO/IL2,683$300K<0.01%+89113F-HRTimeline
Private Advisor Group, LLC2,659$298K<0.01%-73113F-HRTimeline
Modera Wealth Management, LLC2,636$295K<0.01%013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC2,630$294K0.12%013F-HRTimeline
Atria Wealth Solutions, Inc.2,623$294K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,616$293K<0.01%+12813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,582$289K<0.01%-2513F-HRTimelineGroup
EntryPoint Capital, LLC2,561$287K0.12%+34313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,543$285K<0.01%+4913F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,445$273K<0.01%-1213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,415$270K<0.01%+18913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,389$267K<0.01%+33213F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC2,380$266K0.02%-2,07013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,388$265K<0.01%-21913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,360$264K<0.01%+5613F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV2,326$260K0.12%+5513F-HRTimeline
V-Square Quantitative Management LLC2,313$259K0.04%+2413F-HRTimeline
GWN SECURITIES INC.2,325$248K0.07%13F-HRTimeline
Powell Investment Advisors, LLC2,183$244K0.11%013F-HRTimeline
Kaizen Financial Strategies2,172$243K0.14%+2113F-HRTimeline
Lafayette Investments, Inc.2,150$241K0.05%013F-HRTimeline
Vise Technologies, Inc.2,119$237K0.02%new13F-HRTimeline
Gotham Asset Management, LLC2,108$236K<0.01%+16813F-HRTimeline
Revisor Wealth Management LLC2,108$236K0.22%-74713F-HRTimeline
&PARTNERS2,142$235K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC2,036$228K0.01%+23413F-HRTimeline
CWA Asset Management Group, LLC2,031$227K0.01%+6813F-HRTimeline
Cadence Bank2,000$224K0.02%013F-HRTimeline
Diametric Capital, LP1,994$223K0.15%new13F-HRTimeline
Olde Wealth Management, LLC2,000$223K0.08%013F-HRTimeline
Sanctuary Advisors, LLC2,027$220K<0.01%-1,21713F-HRTimeline
RB Capital Management, LLC1,958$219K0.05%-6313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,924$216K<0.01%-90313F-HRTimeline
iA Global Asset Management Inc.1,921$215K<0.01%-4513F-HRTimeline
Allworth Financial LP2,044$213K<0.01%+81913F-HRTimeline
Schonfeld Strategic Advisors LLC1,902$213K<0.01%-162,95613F-HRTimeline
Armstrong, Fleming & Moore, Inc1,890$212K0.13%013F-HRTimeline
Trajan Wealth LLC1,873$210K0.01%+7413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,859$208K<0.01%-5013F-HRTimelineGroup
Avior Wealth Management, LLC1,851$207K0.01%+713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,837$206K<0.01%+8013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,804$202K<0.01%-229,10613F-HRTimelineGroup
Blossom Wealth Management1,795$201K0.39%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,705$191K0.01%+1,06513F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,670$187K<0.01%-1,44813F-HRTimelineGroup
Sunbelt Securities, Inc.1,662$184K0.02%+813F-HRTimeline
Towne Trust Company, N.A1,616$181K0.06%013F-HRTimeline
Coppell Advisory Solutions LLC1,537$170K0.02%-8813F-HRTimeline
MATHER GROUP, LLC.1,453$163K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,436$161K<0.01%+14213F-HRTimeline
MAI Capital Management1,394$156K<0.01%-71513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,368$153K<0.01%13F-HRTimeline
Canada Post Corp Registered Pension Plan1,338$150K0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,330$149K0.06%+13713F-HRTimeline
TRUST CO OF VERMONT1,300$146K0.01%-2,00013F-HRTimeline
CWM, LLCin group CWM, LLC1,266$142K<0.01%+14513F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,230$138K<0.01%+8213F-HRTimelineGroup
AlphaQuest LLC1,165$130K0.02%-16,46413F-HRTimeline
MUFG SECURITIES AMERICAS INC.1,129$126K0.02%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,071$120K0.01%+8913F-HRTimelineGroup
Horizon Investments, LLC1,032$114K<0.01%+313F-HRTimeline
WHITTIER TRUST CO1,000$112K<0.01%013F-HRTimeline
SIGNATUREFD, LLC916$103K<0.01%+3813F-HRTimeline
Hopwood Financial Services, Inc.900$101K0.08%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC869$97.3K0.01%+8913F-HRTimeline
Headlands Technologies LLC811$90.8K0.01%new13F-HRTimeline
DANSKE BANK A/S800$89.6K<0.01%+20013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC715$80K<0.01%-1,25213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC700$78.4K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO692$77.5K<0.01%+59213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC691$77K<0.01%+1913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC618$69.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC555$61.6K0.01%+11113F-HRTimeline
Farther Finance Advisors, LLC536$60K<0.01%-4013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN525$58.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…510$57.1K<0.01%-3513F-HRTimelineGroup
Avalon Trust Co500$56K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$56K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC469$52.5K<0.01%+33313F-HRTimeline
Kapitalo Investimentos Ltda456$51K0.03%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.459$50.9K0.04%-2113F-HRTimeline
EASTERN BANK450$50.4K<0.01%013F-HRTimeline
IFP Advisors, Inc429$48.1K<0.01%+513F-HRTimeline
Sugarloaf Wealth Management, LLC423$47.4K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC414$46.3K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.399$44.7K0.03%-613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP327$36.6K<0.01%+113F-HRTimeline
Parallel Advisors, LLC305$34.1K<0.01%-3913F-HRTimeline
Hilltop National Bank300$33.6K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC286$32K<0.01%-49,20213F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC274$31K0.01%-4513F-HRTimeline
HARBOUR INVESTMENTS, INC.270$30.3K<0.01%+813F-HRTimeline
Anchor Investment Management, LLC270$30.2K<0.01%013F-HRTimeline