Federal Realty Invs TRST (frt 5 Perp C)Preferred / convertible
13F holders, Q3 2024 (September 30)4holders +1
0new positions
0sold out
$23.18avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Federal Realty Invs TRST (frt 5 Perp C) in their 13F filings, up 1 from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($1.1M), Ethos Financial Group, LLC ($232K) and United Community Bank ($14K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 4 holders
| Sterling Capital Management LLC | — | — | 46,720 | $1.1M |
| Ethos Financial Group, LLC | — | No change | 10,000 | $232K |
| United Community Bank | — | No change | 600 | $14K |
| ORG Partners LLC | — | No change | 9 | $208 |
"% 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.