Federal Realty Invs TRST (frt 5 Perp C)Preferred / convertible
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$21.50avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Federal Realty Invs TRST (frt 5 Perp C) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Sterling Capital Management LLC ($521K), United Community Bank ($13K) and ORG Partners LLC ($193).
- 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $232K |
All 13F filers, Q3 2024 → Q4 2024: 32,500 shares sold, net −32,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Sterling Capital Management LLC | — | Reduce -48.2% | 24,220 | $521K |
| United Community Bank | — | No change | 600 | $13K |
| ORG Partners LLC | — | No change | 9 | $193 |
"% 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.