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Disclosery

FRT FEDERAL RLTY INVT TR NEW

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SH BEN INT NEW (common), issuer CIK 34903

512 managers (525 13F filers) reported a position in FRT shares at 2025-12-31, 84,050,988 shares in all. 63 filers opened a position and 53 filers sold out during the quarter.

Managers
512
13F filers
525
New
63
Added
207
Reduced
162
Sold out
53
Shares held by filers
84,050,988

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Steigerwald, Gordon & Koch Inc.732$73.8K0.01%013F-HRTimeline
DANSKE BANK A/S700$70.6K<0.01%+10013F-HRTimeline
TD Waterhouse Canada Inc.638$64.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC614$61.9K<0.01%-72913F-HRTimeline
Tema ETFs LLC597$60.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.563$56.8K0.02%new13F-HRTimeline
Clearstead Advisors, LLC547$55.1K<0.01%-5613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC526$53K<0.01%013F-HRTimeline
Versant Capital Management, Inc496$50K0.01%+15713F-HRTimeline
EASTERN BANK450$45.4K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P425$42.8K<0.01%-1513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.418$42K<0.01%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOS ANGELES CAPITAL MANAGEMENT LLC414$39.3K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN350$35.3K<0.01%-5813F-HRTimeline
DAGCO, INC.350$35.3K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.335$33.8K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP332$33.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA332$33.5K<0.01%+30013F-HRTimeline
Parkside Financial Bank & Trust332$33.5K<0.01%+1613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC301$30.3K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.300$30.3K0.02%+313F-HRTimeline
Hilltop National Bank300$30.2K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB290$29.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.278$28K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC270$27.2K<0.01%013F-HRTimeline
True Wealth Design, LLC268$27K0.01%+12613F-HRTimeline
SageView Advisory Group, LLC267$26.9K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.254$25.6K0.01%+24113F-HRTimeline
Park Square Financial Group, LLC221$24.7K0.15%new13F-HRTimeline
MONTAG A & ASSOCIATES INC240$24.2K<0.01%013F-HRTimeline
Cromwell Holdings LLC240$24.2K0.01%+8713F-HRTimeline
CYBER HORNET ETFs LLC215$21.7K0.01%+1113F-HRTimeline
SJS Investment Consulting Inc.210$21.2K<0.01%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC213$21K0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.205$21K<0.01%+913F-HRTimelineGroup
Activest Wealth Management199$20.1K<0.01%+19813F-HRTimeline
New Age Alpha Advisors, LLC186$18.7K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management172$17.3K<0.01%-48713F-HRTimelineGroup
Glen Eagle Advisors, LLC168$16.9K<0.01%+5213F-HRTimeline
Dynamic Wealth Strategies, LLC156$15.7K0.01%013F-HRTimeline
Smithfield Trust Co150$15K<0.01%013F-HRTimeline
Pflug Koory, LLC138$13.9K0.01%+1113F-HRTimeline
UMB Bank, n.a.134$13.5K<0.01%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK133$13.4K<0.01%-7313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…132$13.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC129$13K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC117$11.8K<0.01%-1913F-HRTimeline
DV EQUITIES, LLC109$11K<0.01%13F-HRTimeline
Caitong International Asset Management …101$10.2K<0.01%+6713F-HR/ATimeline
E Fund Management (Hong Kong) Co., Ltd.97$9.73K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC92$9.27K<0.01%+5713F-HRTimeline
GW&K Investment Management, LLC93$9K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…84$9K<0.01%013F-HR/ATimeline
Elyxium Wealth, LLC87$8.79K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC79$7.96K<0.01%-213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC70$7.06K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC70$7.06K<0.01%13F-HRTimeline
North Star Investment Management Corp.68$6.85K<0.01%013F-HRTimeline
Financial Freedom, LLC67$6.71K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.58$5.84K<0.01%013F-HRTimeline
Blue Trust, Inc.56$5.64K<0.01%-313F-HRTimeline
Nemes Rush Group LLC55$5.54K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc47$4.74K<0.01%-1813F-HRTimeline
CVA Family Office, LLC40$4.03K<0.01%new13F-HRTimeline
Elequin Capital, LP38$3.83K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC33$3.33K<0.01%13F-HRTimeline
Grove Bank & Trust31$3.12K<0.01%013F-HRTimeline
SWAN Capital LLC31$3.12K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC31$3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC30$2.99K<0.01%013F-HRTimeline
Manchester Capital Management LLC29$2.92K<0.01%-113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29$2.92K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp29$2.92K<0.01%+1913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC27$2.73K<0.01%-713F-HRTimeline
AdvisorNet Financial, Inc26$2.62K<0.01%013F-HRTimeline
Sachetta, LLC23$2.32K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21$2.12K<0.01%+1913F-HRTimeline
Physician Wealth Advisors, Inc.21$2.12K<0.01%+513F-HRTimeline
Sound Income Strategies, LLC20$2.07K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC20$2.02K<0.01%013F-HRTimeline
Founders Capital Management20$2.02K<0.01%013F-HRTimeline
Kozak & Associates, Inc.17$1.68K<0.01%013F-HRTimeline
Howard Hughes Medical Institute16$1.61K<0.01%013F-HRTimeline
Dunhill Financial, LLC11$1.08K<0.01%+513F-HRTimeline
Clayton Financial Group LLC10$1.01K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$1.01K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC10$1.01K<0.01%new13F-HRTimeline
Avion Wealth16$1K<0.01%013F-HRTimeline
Covestor Ltd6$1K<0.01%-113F-HRTimeline
Basepoint Wealth LLC9$949<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC9$907<0.01%-513F-HRTimeline
TFC Financial Management, Inc.8$807<0.01%013F-HRTimeline
Golden State Wealth Management, LLC8$806<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC8$806<0.01%013F-HRTimeline
Signature Equity Partners, LLC8$770<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…7$706<0.01%13F-HRTimeline
City State Bank5$504<0.01%new13F-HRTimeline
Root Financial Partners, LLC5$504<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC5$504<0.01%new13F-HRTimeline
Clark Wealth Partners4$403<0.01%013F-HRTimeline
Caitlin John, LLC4$358<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$303<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3$303<0.01%new13F-HRTimeline
Leonteq Securities AG2$202<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2$202<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC2$202<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$101<0.01%new13F-HRTimelineGroup
DV Trading LLC1$101<0.01%13F-HRTimeline
Private Wealth Management Group, LLC1$101<0.01%013F-HRTimeline
ORG Partners LLC1$100<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.