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Disclosery

FRT FEDERAL RLTY INVT TR NEW

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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
Park Square Financial Group, LLC269$30.1K0.02%13F-HRTimeline
Brooklyn Investment Group267$29.9K0.01%-4213F-HRTimeline
Parkside Financial Bank & Trust255$28.5K<0.01%+613F-HRTimeline
MONTAG A & ASSOCIATES INC240$26.9K<0.01%013F-HRTimeline
Larson Financial Group LLC229$25.6K<0.01%+2513F-HRTimeline
TOBAM213$24K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Waterhouse Canada Inc.212$23.7K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.222$23.2K<0.01%-2213F-HRTimelineGroup
Clearstead Advisors, LLC200$22.4K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…195$21K<0.01%new13F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.191$21K<0.01%013F-HRTimelineGroup
LEE DANNER & BASS INC166$18.6K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB162$18.1K<0.01%+10713F-HRTimeline
Cromwell Holdings LLC158$17.7K0.01%013F-HRTimeline
Versant Capital Management, Inc158$17.7K<0.01%+8913F-HRTimeline
Smithfield Trust Co150$17K<0.01%013F-HRTimeline
Arax Advisory Partners150$16.8K<0.01%+113F-HRTimeline
Quent Capital, LLC149$16.7K<0.01%+1713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC147$16.5K<0.01%+2713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB140$15.7K<0.01%+1913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.139$15.6K<0.01%-1413F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK134$15K<0.01%+2713F-HRTimelineGroup
CoreCap Advisors, LLC129$14.4K<0.01%+113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …123$13.8K0.03%+1313F-HRTimeline
Aspect Partners, LLC113$12.7K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management105$11.8K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC100$11.2K0.01%013F-HRTimeline
GW&K Investment Management, LLC93$10K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.89$9.96K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO87$9.74K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC86$9.63K<0.01%-213F-HRTimeline
Lindbrook Capital, LLC72$8.06K<0.01%+2213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.71$7.95K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc70$7.84K<0.01%-413F-HRTimeline
Financial Freedom, LLC64$7.2K<0.01%013F-HRTimeline
JNBA Financial Advisors59$6.61K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC56$6.27K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP54$6.04K<0.01%-513F-HRTimeline
Caitong International Asset Management …54$6.04K0.01%13F-HR/ATimeline
Capital A Wealth Management, LLC54$6.04K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC57$6K<0.01%new13F-HRTimeline
Leonteq Securities AG52$5.82K<0.01%+4113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC50$5.6K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA55$5.59K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…49$5.49K<0.01%013F-HRTimelineGroup
NFSG Corp47$5.31K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors42$4.7K<0.01%new13F-HRTimelineGroup
Zions Bancorporation, N.A.33$3.69K<0.01%013F-HRTimeline
Blue Trust, Inc.33$3.69K<0.01%-1,17213F-HR/ATimeline
PRIVATE TRUST CO NA32$3.58K<0.01%013F-HRTimeline
UMB Bank, n.a.31$3.47K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIERRA OCEAN, LLC31$3.47K<0.01%13F-HRTimeline
City State Bank29$3.25K<0.01%013F-HRTimeline
Covestor Ltd24$3K<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc26$2.91K<0.01%-213F-HRTimeline
NewSquare Capital LLC23$2.58K<0.01%new13F-HRTimeline
Grove Bank & Trust21$2.35K<0.01%+513F-HRTimeline
PSI Advisors, LLC21$2.35K<0.01%-6613F-HRTimeline
Manchester Capital Management LLC19$2.13K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC19$2.13K<0.01%013F-HRTimeline
Continuum Advisory, LLC17$1.9K<0.01%013F-HRTimeline
MCF Advisors LLC16$1.79K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC16$1.79K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$1.79K<0.01%013F-HRTimeline
Kozak & Associates, Inc.16$1.74K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$1.71K<0.01%+413F-HRTimeline
LRI Investments, LLC12$1.34K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC10$1.11K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$1.11K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.9$1.01K<0.01%013F-HRTimeline
Hemington Wealth Management15$1K<0.01%013F-HRTimeline
Ridgewood Investments LLC8$896<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.5$560<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC5$560<0.01%13F-HRTimeline
Caitlin John, LLC5$507<0.01%013F-HRTimeline
Clark Wealth Partners4$448<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC3$336<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1$112<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC1$112<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.