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Disclosery

FRT FEDERAL RLTY INVT TR NEW

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SH BEN INT NEW (common), issuer CIK 34903

496 managers (508 13F filers) reported a position in FRT shares at 2025-09-30, 76,051,499 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
496
13F filers
508
New
70
Added
194
Reduced
165
Sold out
52
Shares held by filers
76,051,499

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Spire Wealth Managementin group Spire Wealth Management659$66.8K<0.01%+32413F-HRTimelineGroup
Clearstead Advisors, LLC603$61.1K<0.01%+25113F-HRTimeline
DANSKE BANK A/S600$60.8K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC526$53.3K<0.01%+2513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO491$49.7K<0.01%+22913F-HRTimelineGroup
EASTERN BANK450$45.6K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P440$44.6K<0.01%+713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.412$42K<0.01%+37913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DELTA ASSET MANAGEMENT LLC/TN408$41.3K<0.01%-11713F-HRTimeline
Quent Capital, LLC383$38.8K<0.01%new13F-HRTimeline
DAGCO, INC.350$35.5K0.01%013F-HRTimeline
Global Retirement Partners, LLC346$35K<0.01%+113F-HRTimeline
Advisory Services Network, LLC345$34.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc339$34.3K<0.01%+4013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.335$33.9K<0.01%-313F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP332$33.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust316$32K<0.01%+6213F-HRTimeline
Hilltop National Bank300$30.4K0.01%013F-HRTimeline
Clarity Asset Management, Inc.297$30.1K0.02%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB290$29.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC270$27.4K<0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO253$26K<0.01%-2,15313F-HRTimeline
MONTAG A & ASSOCIATES INC240$24.3K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management223$22.6K<0.01%new13F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC213$21K0.01%-4713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK206$20.9K<0.01%-17313F-HRTimelineGroup
CYBER HORNET ETFs LLC204$20.7K0.01%+1013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.196$20K<0.01%013F-HRTimelineGroup
Dynamic Wealth Strategies, LLC156$15.8K0.01%013F-HRTimeline
Cromwell Holdings LLC153$15.5K0.01%-3313F-HRTimeline
Smithfield Trust Co150$15K<0.01%013F-HRTimeline
True Wealth Design, LLC142$14.3K<0.01%+13513F-HRTimeline
SUMMIT SECURITIES GROUP LLC136$13.8K<0.01%+8313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…132$13.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC129$13.1K<0.01%013F-HRTimeline
Pflug Koory, LLC127$12.9K0.01%013F-HRTimeline
UMB Bank, n.a.119$12.1K<0.01%-3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glen Eagle Advisors, LLC116$11.8K<0.01%+5913F-HRTimeline
GROUP ONE TRADING LLC101$10.2K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC93$9K<0.01%-2413F-HRTimeline
T. Rowe Price Investment Management, In…84$9K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO82$8.31K<0.01%-513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC81$8.21K<0.01%+413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC70$7.09K<0.01%-3213F-HRTimeline
North Star Investment Management Corp.68$6.89K<0.01%+2813F-HRTimeline
Financial Freedom, LLC67$6.74K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc65$6.59K<0.01%013F-HRTimeline
Blue Trust, Inc.59$5.98K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.58$5.85K<0.01%-1,60413F-HRTimeline
Nemes Rush Group LLC55$5.57K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…49$4.96K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC35$3.55K<0.01%-4013F-HRTimeline
Caitong International Asset Management …34$3.44K<0.01%-9213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34$3.38K<0.01%-81213F-HRTimeline
PRIVATE TRUST CO NA32$3.24K<0.01%013F-HRTimeline
Grove Bank & Trust31$3.14K<0.01%013F-HRTimeline
SWAN Capital LLC31$3.14K<0.01%-1113F-HRTimeline
Manchester Capital Management LLC30$3.04K<0.01%+313F-HRTimeline
VALLEY NATIONAL ADVISERS INC31$3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC30$2.98K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29$2.94K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc26$2.63K<0.01%013F-HRTimeline
Sachetta, LLC23$2.33K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC20$2.03K<0.01%new13F-HRTimeline
Founders Capital Management20$2.03K<0.01%013F-HRTimeline
Sound Income Strategies, LLC20$1.94K<0.01%new13F-HRTimeline
Howard Hughes Medical Institute16$1.62K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.16$1.62K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.17$1.59K<0.01%+113F-HRTimeline
Wealth Watch Advisors, INC14$1.42K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.13$1.29K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$1.01K<0.01%+513F-HRTimelineGroup
Palisade Asset Management, LLC10$1.01K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$1.01K<0.01%013F-HRTimelineGroup
Avion Wealth16$1K<0.01%+513F-HRTimeline
Covestor Ltd7$1K<0.01%013F-HRTimeline
TFC Financial Management, Inc.8$811<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC8$810<0.01%013F-HRTimeline
Clearstead Trust, LLC7$710<0.01%013F-HRTimeline
Dunhill Financial, LLC6$599<0.01%013F-HRTimeline
Rise Advisors, LLC5$507<0.01%-513F-HRTimeline
Clark Wealth Partners4$403<0.01%new13F-HRTimeline
Caitlin John, LLC4$356<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…3$307<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC3$304<0.01%+213F-HRTimeline
Tradewinds Capital Management, LLC3$304<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$304<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2$203<0.01%-26813F-HRTimeline
Leonteq Securities AG2$203<0.01%013F-HRTimeline
American Capital Advisory, LLC2$203<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1$102<0.01%-113F-HRTimeline
Activest Wealth Management1$101<0.01%-1613F-HRTimeline
New Millennium Group LLC1$101<0.01%new13F-HRTimeline
ORG Partners LLC1$101<0.01%013F-HRTimeline
North Capital, Inc.1$101<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.