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Disclosery

FRT FEDERAL RLTY INVT TR NEW

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SH BEN INT NEW (common), issuer CIK 34903

479 managers (489 13F filers) reported a position in FRT shares at 2025-06-30, 82,343,591 shares in all. 66 filers opened a position and 56 filers sold out during the quarter.

Managers
479
13F filers
489
New
66
Added
225
Reduced
133
Sold out
56
Shares held by filers
82,343,591

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Clarity Asset Management, Inc.293$27.9K0.02%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB290$27.5K<0.01%+9813F-HRTimeline
HARBOUR INVESTMENTS, INC.270$25.7K<0.01%+313F-HRTimeline
Anchor Investment Management, LLC270$25.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO262$24.9K<0.01%+7013F-HRTimelineGroup
Parkside Financial Bank & Trust254$24.1K<0.01%+713F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC260$24K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC240$22.8K<0.01%013F-HRTimeline
Arax Advisory Partners238$22.6K<0.01%+14113F-HRTimeline
MUFG Securities EMEA plc227$21.6K<0.01%new13F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.196$19K<0.01%013F-HRTimelineGroup
CYBER HORNET ETFs LLC194$18K0.01%new13F-HRTimeline
Cromwell Holdings LLC186$17.7K0.01%+2813F-HRTimeline
Dynamic Wealth Strategies, LLC156$14.8K0.01%-14713F-HRTimeline
UMB Bank, n.a.151$14.3K<0.01%+7313F-HR/ATimeline
Smithfield Trust Co150$14K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…132$12.5K<0.01%+9913F-HRTimeline
CoreCap Advisors, LLC129$12.3K<0.01%013F-HRTimeline
Pflug Koory, LLC127$12.1K0.01%+1113F-HRTimeline
Caitong International Asset Management …126$12K0.01%-213F-HRTimeline
Essential Partners LLC124$11.8K<0.01%13F-HRTimeline
GW&K Investment Management, LLC117$11K<0.01%+2913F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.110$10.4K<0.01%+7013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC102$9.69K<0.01%+3313F-HRTimeline
ADIRONDACK TRUST CO87$8.26K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB86$8.17K<0.01%-7113F-HRTimeline
Larson Financial Group LLC85$8.1K<0.01%-12013F-HRTimeline
Park Square Financial Group, LLC81$7.69K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC77$7.31K<0.01%+213F-HRTimelineGroup
Dogwood Wealth Management LLC75$7.06K<0.01%new13F-HRTimeline
Financial Freedom, LLC66$6.25K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc65$6.17K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC61$5.66K<0.01%new13F-HRTimeline
Blue Trust, Inc.59$5.61K<0.01%+2613F-HRTimeline
Glen Eagle Advisors, LLC57$5.41K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC53$5.03K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC50$4.75K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…49$4.66K<0.01%013F-HRTimelineGroup
SWAN Capital LLC42$3.99K<0.01%new13F-HRTimeline
North Star Investment Management Corp.40$3.8K<0.01%new13F-HRTimeline
NewSquare Capital LLC37$3.52K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA32$3.04K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.33$3K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grove Bank & Trust31$2.94K<0.01%+1013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29$2.75K<0.01%-6013F-HRTimeline
City State Bank29$2.75K<0.01%013F-HRTimeline
Manchester Capital Management LLC27$2.56K<0.01%-1913F-HRTimeline
AdvisorNet Financial, Inc26$2.47K<0.01%-413F-HRTimeline
VALLEY NATIONAL ADVISERS INC31$2K<0.01%013F-HRTimeline
Founders Capital Management20$1.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.18$1.71K<0.01%013F-HRTimeline
Activest Wealth Management17$1.61K<0.01%+1713F-HRTimeline
Kozak & Associates, Inc.16$1.53K<0.01%013F-HRTimeline
Howard Hughes Medical Institute16$1.52K<0.01%new13F-HRTimeline
YANKCOM Partnership12$1.14K<0.01%new13F-HRTimeline
Avion Wealth11$1K<0.01%+513F-HR/ATimeline
Covestor Ltd7$1K<0.01%-113F-HRTimeline
Rise Advisors, LLC10$950<0.01%+513F-HRTimeline
Legacy Investment Solutions, LLC10$950<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$950<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC8$760<0.01%013F-HRTimeline
TFC Financial Management, Inc.8$760<0.01%-113F-HRTimeline
Principia Wealth Advisory, LLC8$760<0.01%+413F-HRTimeline
Clearstead Trust, LLC7$665<0.01%new13F-HRTimeline
True Wealth Design, LLC7$665<0.01%new13F-HRTimeline
Dunhill Financial, LLC6$592<0.01%-513F-HRTimeline
Rialto Wealth Management, LLC6$570<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$475<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC3$285<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$285<0.01%new13F-HRTimeline
Leonteq Securities AG2$190<0.01%-8513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2$190<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC2$190<0.01%new13F-HRTimeline
American Capital Advisory, LLC2$190<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC1$95<0.01%new13F-HRTimeline
LGT Financial Advisors LLC1$95<0.01%new13F-HRTimeline
ORG Partners LLC1$94<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2$00%new13F-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.