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Disclosery

FRT FEDERAL RLTY INVT TR NEW

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SH BEN INT NEW (common), issuer CIK 34903

470 managers (480 13F filers) reported a position in FRT shares at 2025-03-31, 82,629,829 shares in all. 55 filers opened a position and 62 filers sold out during the quarter.

Managers
470
13F filers
480
New
55
Added
191
Reduced
158
Sold out
62
Shares held by filers
82,629,829

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO192$18.8K<0.01%-50013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB192$18.8K<0.01%+5213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK191$18.7K<0.01%+5713F-HRTimelineGroup
Cromwell Holdings LLC158$15.5K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB157$15.4K<0.01%-513F-HRTimeline
Smithfield Trust Co150$15K<0.01%013F-HRTimeline
Quent Capital, LLC149$14.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.171$14.3K<0.01%-5113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.146$14.3K<0.01%+14113F-HRTimeline
TOBAM144$14K0.01%-6913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC129$12.6K<0.01%013F-HRTimeline
Caitong International Asset Management …128$12.5K0.01%+7413F-HRTimeline
Pflug Koory, LLC116$11.3K0.01%+1613F-HRTimeline
Aspect Partners, LLC113$11.1K0.01%013F-HRTimeline
Arax Advisory Partners97$9.58K<0.01%-5313F-HRTimeline
GW&K Investment Management, LLC88$9K<0.01%-513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.89$8.71K<0.01%013F-HRTimeline
Leonteq Securities AG87$8.51K<0.01%+3513F-HRTimeline
ADIRONDACK TRUST CO87$8.51K<0.01%013F-HRTimeline
Bayforest Capital Ltd81$7.92K<0.01%new13F-HR/ATimeline
Park Square Financial Group, LLC81$7.92K0.01%-18813F-HRTimeline
Cherry Tree Wealth Management, LLC80$7.83K<0.01%new13F-HRTimeline
UMB Bank, n.a.78$7.63K<0.01%+4713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC75$7.34K<0.01%-7213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management72$7.04K<0.01%-3313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC69$6.75K<0.01%-1713F-HRTimeline
Bell Investment Advisors, Inc65$6.36K<0.01%-513F-HRTimeline
Financial Freedom, LLC65$6.36K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.18$5.28K<0.01%+213F-HRTimelineAmount filed as zero, left out of ratios.
Mowery & Schoenfeld Wealth Management, …52$5.09K0.01%-7113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC50$4.89K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…49$4.79K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC46$4.5K<0.01%+2713F-HRTimeline
Capital A Wealth Management, LLC42$4.11K<0.01%-1213F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.40$3.91K<0.01%new13F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…33$3.23K<0.01%13F-HRTimeline
Blue Trust, Inc.33$3.23K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA32$3.13K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC31$3.03K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC31$3K<0.01%-2613F-HRTimeline
AdvisorNet Financial, Inc30$2.94K<0.01%+413F-HRTimeline
City State Bank29$2.84K<0.01%013F-HRTimeline
Grove Bank & Trust21$2.05K<0.01%013F-HRTimeline
PSI Advisors, LLC21$2.05K<0.01%013F-HRTimeline
Founders Capital Management20$1.96K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.16$1.48K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.14$1.41K<0.01%-1,64813F-HRTimeline
LRI Investments, LLC12$1.17K<0.01%013F-HRTimeline
Dunhill Financial, LLC11$1.1K<0.01%-413F-HRTimeline
Covestor Ltd8$1K<0.01%-1613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$979<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC10$978<0.01%-713F-HRTimeline
TFC Financial Management, Inc.9$881<0.01%013F-HRTimeline
Ridgewood Investments LLC8$783<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC8$783<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$490<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC5$490<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …5$489<0.01%new13F-HR/ATimelineGroup
Rise Advisors, LLC5$489<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC5$489<0.01%013F-HRTimeline
Clark Wealth Partners4$391<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC4$362<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC3$294<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2$194<0.01%-4013F-HRTimelineGroup
Legacy Bridge, LLC2$155<0.01%new13F-HRTimeline
Avion Wealth6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management5$00%-1013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.