Federal Realty Invs TRST (frt 5 Perp C)Preferred / convertible
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$21.10avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Federal Realty Invs TRST (frt 5 Perp C) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($211K), United Community Bank ($13K) and ORG Partners LLC ($185).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 600 shares bought, net +600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | — | No change | 10,000 | $211K |
| United Community Bank | — | New | 600 | $13K |
| ORG Partners LLC | — | No change | 9 | $185 |
"% 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.