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Disclosery

FRT FEDERAL RLTY INVT TR NEW

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SH BEN INT NEW (common), issuer CIK 34903

600 managers (621 13F filers) reported a position in FRT shares at 2026-06-30, 85,515,312 shares in all. 108 filers opened a position and 48 filers sold out during the quarter.

Managers
600
13F filers
621
New
108
Added
244
Reduced
165
Sold out
48
Shares held by filers
85,515,312

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wealthfront Advisers LLC2,556$316K<0.01%+50013F-HRTimeline
XML Financial, LLC2,554$315K0.02%-30113F-HRTimeline
North Dakota State Investment Board2,530$312K0.01%+4313F-HRTimeline
MainStreet Investment Advisors LLC2,474$305K0.04%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,473$305K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,450$302K0.02%013F-HRTimelineGroup
Crestwood Advisors Group, LLC2,447$302K<0.01%new13F-HRTimeline
Parcion Private Wealth LLC2,433$300K0.02%+21513F-HRTimeline
GSA CAPITAL PARTNERS LLP2,395$296K0.02%new13F-HRTimeline
Crossmark Global Holdings, Inc.2,312$285K<0.01%+11313F-HRTimeline
Caprock Group, LLC2,307$285K0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,301$284K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,286$282K<0.01%+10013F-HRTimelineGroup
Modera Wealth Management, LLC2,259$279K<0.01%013F-HRTimeline
Gross & Hartman Investments LLC2,244$277K0.12%new13F-HRTimeline
Safe Harbor Family Capital, LLC2,244$277K0.19%new13F-HRTimeline
Versant Capital Management, Inc2,215$273K0.02%+30113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,208$273K<0.01%+26513F-HRTimelineGroup
MOR Wealth Management, LLC2,189$270K0.11%new13F-HRTimeline
EntryPoint Capital, LLC2,188$270K0.07%013F-HRTimeline
Powell Investment Advisors, LLC2,183$269K0.09%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,163$267K0.01%-1,31513F-HRTimelineGroup
Lafayette Investments, Inc.2,150$265K0.05%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,095$264K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,136$264K0.02%-13113F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC2,135$264K0.01%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD2,134$263K<0.01%-13113F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC2,080$257K0.08%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,004$247K0.01%new13F-HRTimeline
Olde Wealth Management, LLC2,000$246K0.07%013F-HRTimeline
Loudon Investment Management, LLC1,990$246K0.12%-22513F-HRTimeline
Arkadios Wealth Advisors1,947$240K<0.01%new13F-HRTimeline
Platform Technology Partners1,942$240K0.04%-4613F-HRTimeline
Lewis Asset Management, LLC1,939$239K0.08%+1413F-HRTimeline
waypoint wealth counsel1,939$239K0.15%-90613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,926$238K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,919$237K<0.01%+27013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,907$235K0.01%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,893$234K<0.01%-65213F-HRTimeline
BFSG, LLC1,873$231K0.02%013F-HRTimeline
Pasadena Private Wealth, LLC1,853$229K0.03%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,853$229K0.01%new13F-HRTimeline
Samalin Investment Counsel, LLC1,842$227K0.07%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,828$226K0.03%13F-HRTimeline
QTR Family Wealth, LLC1,806$223K0.08%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,788$221K<0.01%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,783$220K<0.01%new13F-HRTimelineGroup
Canada Post Corp Registered Pension Plan1,758$217K0.01%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,756$217K0.03%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,718$212K<0.01%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,700$210K<0.01%-5,30013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.1,670$206K0.16%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,661$205K<0.01%+33413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,659$205K<0.01%-47413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC1,652$204K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC1,650$204K0.01%new13F-HRTimeline
RB Capital Management, LLC1,647$203K0.04%new13F-HRTimeline
Wick Capital Partners, LLC1,639$202K0.03%new13F-HRTimeline
Stonebrook Private Inc.1,629$201K0.04%new13F-HRTimeline
EVERPAR ADVISORS LLC1,625$201K0.06%new13F-HRTimeline
CX Institutional1,614$199K0.01%+5213F-HRTimeline
IFP Advisors, Inc1,516$187K<0.01%-1113F-HRTimeline
TD Waterhouse Canada Inc.1,532$185K<0.01%+47413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,463$181K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.1,353$167K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,319$165K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,300$160K0.01%13F-HRTimeline
Cassaday & Co Wealth Management LLC1,251$154K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,137$140K0.01%-2013F-HRTimeline
Larson Financial Group LLC1,077$133K<0.01%+53513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,031$127K<0.01%-20913F-HRTimeline
WOLFF WIESE MAGANA LLC1,005$124K0.06%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,000$123K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,000$121K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC973$120K<0.01%-20,46413F-HR/ATimeline
Quarry LP957$118K0.02%-1,07013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…930$115K0.03%+713F-HRTimeline
Quent Capital, LLC767$94.7K0.01%+3813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.754$93K<0.01%+10213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC748$92.3K0.02%+27913F-HRTimeline
Steigerwald, Gordon & Koch Inc.732$90.4K0.01%013F-HRTimeline
SIGNATUREFD, LLC725$89.5K<0.01%+6713F-HRTimeline
Tema ETFs LLC597$73.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC527$65.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC521$64.3K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.504$62.2K0.02%-1413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P503$62.1K<0.01%+19713F-HRTimelineGroup
Pflug Koory, LLC475$58.6K0.02%+33713F-HRTimeline
GROUP ONE TRADING LLC468$57.8K<0.01%new13F-HRTimeline
EASTERN BANK450$55.5K<0.01%013F-HRTimeline
Avalon Trust Co440$54.3K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC400$49.4K<0.01%-1,83113F-HRTimeline
MassMutual Private Wealth & Trust, FSB370$45.7K<0.01%+14513F-HRTimeline
SJS Investment Consulting Inc.366$45.2K<0.01%+413F-HRTimeline
Parkside Financial Bank & Trust365$45.1K<0.01%-1213F-HRTimeline
Truvestments Capital LLC364$44.9K0.01%+31913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN350$43.2K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP332$41K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.329$40.6K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA322$39.7K<0.01%013F-HRTimeline
DV Trading LLC303$37.4K<0.01%new13F-HRTimeline
Hilltop National Bank300$37K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.294$36.3K<0.01%+613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC285$35.2K0.01%+21013F-HRTimeline
New Age Alpha Advisors, LLC279$34.4K<0.01%+2113F-HRTimeline
Prosperity Bancshares Inc276$34.1K0.02%new13F-HRTimeline
Anchor Investment Management, LLC270$33.3K<0.01%013F-HRTimeline
Quantbot Technologies LP249$30.7K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC240$29.6K<0.01%013F-HRTimeline
Cromwell Holdings LLC240$29.6K0.01%013F-HRTimeline
OSSIAM223$27.5K<0.01%new13F-HRTimeline
CYBER HORNET ETFs LLC212$26.2K0.01%-213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.205$25K<0.01%013F-HRTimelineGroup
Activest Wealth Management200$24.7K<0.01%013F-HRTimeline
Hughes Financial Services, LLC190$23.5K<0.01%+513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC181$22.3K0.01%+17613F-HRTimeline
Glen Eagle Advisors, LLC168$20.7K<0.01%013F-HRTimeline
UMB Bank, n.a.161$19.9K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…155$19.1K<0.01%+2313F-HRTimeline
Smithfield Trust Co150$19K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.149$18.4K0.01%+613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC140$17.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC136$16.8K<0.01%+1313F-HRTimelineGroup
CoreCap Advisors, LLC129$15.9K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC117$14.4K0.01%+1513F-HRTimeline
Basecamp Wealth Advisors LLC117$14.4K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.114$14.1K<0.01%new13F-HR/ATimeline
Aberdeen Wealth Management LLC108$13.3K0.01%new13F-HRTimeline
Regatta Research & Money Management108$13.3K0.01%13F-HRTimeline
Planning Strategies Inc.104$12.8K0.01%13F-HRTimeline
Dynamic Wealth Strategies, LLC100$12.3K0.01%013F-HRTimeline
Montgomery Financial Services LLC100$12.3K0.01%13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.97$12K<0.01%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S96$11.8K<0.01%13F-HR/ATimelineGroup
ROGCO, LP96$11.8K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC89$11K<0.01%-413F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.88$10.9K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC87$10.7K<0.01%+1713F-HRTimeline
Beaird Harris Wealth Management, LLC82$10.1K<0.01%new13F-HRTimeline
North Star Investment Management Corp.68$8.39K<0.01%013F-HRTimeline
Aspect Partners, LLC63$7.78K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.59$7.28K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC57$7.04K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.55$6.79K<0.01%+3413F-HRTimeline
Blue Trust, Inc.55$6.79K<0.01%-113F-HRTimeline
Sachetta, LLC54$6.67K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC54$6.59K<0.01%-113F-HRTimeline
Bell Investment Advisors, Inc41$5.06K<0.01%-613F-HRTimeline
CVA Family Office, LLC40$4.94K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC33$4.07K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…32$3.95K<0.01%+613F-HRTimeline
Grove Bank & Trust31$3.83K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31$3.83K<0.01%+213F-HRTimelineGroup
Salomon & Ludwin, LLC30$3.61K<0.01%013F-HRTimeline
Manchester Capital Management LLC29$3.58K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29$3.58K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc26$3.21K<0.01%013F-HRTimeline
Rossby Financial, LCC25$3.09K<0.01%+1513F-HRTimeline
Rialto Wealth Management, LLC22$2.72K<0.01%+713F-HRTimeline
WEST PACES ADVISORS INC.21$2.59K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC20$2.47K<0.01%013F-HRTimeline
Continuum Advisory, LLC19$2.35K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.18$2.22K<0.01%-1113F-HRTimeline
SUMMIT SECURITIES GROUP LLC18$2.22K<0.01%+513F-HRTimeline
Noble Wealth Management PBC18$2.22K<0.01%new13F-HRTimeline
MidFirst Bank18$2.22K<0.01%013F-HRTimeline
Kozak & Associates, Inc.17$2.04K<0.01%013F-HRTimeline
Avion Wealth22$2K<0.01%+613F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$1.98K<0.01%-1513F-HRTimeline
Fortis Group Advisors, LLC15$1.85K<0.01%new13F-HRTimeline
Burk Holdings LLC13$1.6K<0.01%013F-HRTimeline
TFC Financial Management, Inc.12$1.48K<0.01%+413F-HRTimeline
Dunhill Financial, LLC11$1.41K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$1.36K<0.01%013F-HRTimelineGroup
Fulcrum Asset Management LLP10$1.25K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$1.24K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC10$1.19K<0.01%013F-HRTimeline
Bogart Wealth, LLC9$1.11K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC9$1.11K<0.01%+513F-HRTimeline
Covestor Ltd7$1K<0.01%-2413F-HRTimeline
Golden State Wealth Management, LLC8$988<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC8$988<0.01%013F-HRTimeline
Signature Equity Partners, LLC8$963<0.01%013F-HRTimeline
Clark Wealth Partners7$865<0.01%013F-HRTimeline
City State Bank5$617<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC5$617<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC4$494<0.01%new13F-HRTimeline
Caitlin John, LLC4$448<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$371<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$370<0.01%+213F-HRTimelineGroup
SHP Wealth Management3$370<0.01%new13F-HRTimeline
Tidemark, LLC3$370<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2$250<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2$247<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2$247<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC2$247<0.01%013F-HRTimeline
Silicon Valley Capital Partners1$125<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1$124<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV6$00%013F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.