Federal Realty Invs TRST (frt 5 Perp C)Preferred / convertible
13F holders, Q1 2024 (March 31)2holders
$22.30avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Federal Realty Invs TRST (frt 5 Perp C) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($223K) and ORG Partners LLC ($197).
- Company
- Federal Realty Invs TRST (frt 5 Perp C)
- CUSIP
- 313745200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $197 |
| Exits | 0 | $0 |
Ownership 2 holders
| Ethos Financial Group, LLC | — | No change | 10,000 | $223K |
| ORG Partners LLC | — | New | 9 | $197 |
"% of holder's portfolio" is FEDERAL REALTY INVS TRST (FRT 5 PERP C)'s weight in each manager's 13F, not the share of Federal Realty Invs TRST (frt 5 Perp C) the manager owns.