Federal Realty Invs TRST (frt 5 Perp C)Preferred / convertible

13F holders, Q1 2025 (March 31)
3holders
0new positions
0sold out
$20.40avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Federal Realty Invs TRST (frt 5 Perp C) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($494K), United Community Bank ($12K) and ORG Partners LLC ($181).

Company
Federal Realty Invs TRST (frt 5 Perp C)
CUSIP
313745200
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 3 holders

Sterling Capital Management LLC — No change 24,220 $494K
United Community Bank — No change 600 $12K
ORG Partners LLC — No change 9 $181

"% 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.