Federal Realty Invs TRST (frt 5 Perp C)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders −1
1new positions
1sold out
$19.24avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Federal Realty Invs TRST (frt 5 Perp C) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Sterling Capital Management LLC ($466K) and Ascentis Independent Advisors ($173).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $173 |
| Exits | 1 | $12K |
All 13F filers, Q4 2025 → Q1 2026: 9 shares bought and 600 shares sold, net −591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Sterling Capital Management LLC | — | No change | 24,220 | $466K |
| Ascentis Independent Advisors | — | New | 9 | $173 |
"% 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.