Federal Realty Invs TrustFRT
13F holders, Q4 2024 (December 31)488holders −15
42new positions
72sold out
7famous investors
$111.90avg. 13F price*
At the end of Q4 2024, 488 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, down 15 from Q3 2024. 42 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($984.7M) and Norges Bank ($810.5M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Federal Realty Invs Trust
- Sector
- Real Estate
- CUSIP
- 313745101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $164.1M |
| Exits | 72 | $120.8M |
All 13F filers, Q3 2024 → Q4 2024: 7,485,971 shares bought and 3,901,583 shares sold, net +3,584,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Vanguard Group Inc. | 0.03% | Add +1.7% | 13,041,061 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +4.5% | 8,795,468 | $984.7M |
| Norges Bank | 0.11% | Add +0.1% | 7,240,234 | $810.5M |
| State Street Corp. | 0.03% | Add +2.9% | 6,290,201 | $704.2M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.7% | 4,605,950 | $515.6M |
| Resolution Capital Ltd | 7.09% | Add +12.4% | 3,523,155 | $394.4M |
| Invesco Ltd. | 0.06% | Add +41.4% | 3,053,443 | $341.8M |
| Geode Capital Management, LLC | 0.02% | Add +4.0% | 2,033,880 | $227.5M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -0.6% | 1,947,728 | $218.0M |
| ProShare Advisors LLC | 0.43% | Reduce -0.1% | 1,672,792 | $187.3M |
| Deutsche Bank AG | 0.06% | Reduce -2.4% | 1,346,335 | $150.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.0% | 1,285,189 | $143.9M |
| Northern Trust Corp. | 0.02% | Add +73.4% | 1,234,753 | $138.2M |
| Rush Island Management, LP | 8.85% | Add +18.1% | 1,188,734 | $133.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 1,165,798 | $130.5M |
| Centersquare Investment Management LLC | 1.23% | Add +935.8% | 1,042,016 | $116.7M |
| Westwood Holdings Group Inc. | 0.80% | Reduce -2.7% | 919,547 | $102.9M |
| Wells Fargo & Company | 0.02% | Add +4.4% | 905,884 | $101.4M |
| Morgan Stanley | 0.01% | Reduce -17.4% | 846,670 | $94.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.62% | Add +8.1% | 811,945 | $90.9M |
| Legal & General Group Plc | 0.02% | Reduce -4.7% | 689,884 | $77.2M |
| Nuveen Asset Management, LLC | 0.02% | Add +62.6% | 683,114 | $76.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +11.5% | 674,235 | $75.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 634,147 | $71.0M |
| Clark Capital Management Group, Inc. | 0.50% | Reduce -21.3% | 632,589 | $70.8M |
| Janus Henderson Group PLC | 0.03% | Reduce -2.6% | 595,416 | $66.7M |
| FMR LLC | 0.00% | Add +1.5% | 581,159 | $65.1M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -13.2% | 529,083 | $59.2M |
| Vest Financial, LLC | 0.99% | Add +9.7% | 498,244 | $55.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 459,601 | $51.5M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +4.8% | 446,922 | $50.0M |
| Balyasny Asset Management L.P. | 0.11% | Add +225.6% | 428,981 | $48.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 428,017 | $47.9M |
| Sei Investments Co. | 0.06% | Add +4.7% | 419,208 | $46.9M |
| Qube Research & Technologies Ltd | 0.08% | Add +7.7% | 417,997 | $46.8M |
| STRS Ohio | 0.17% | Reduce -4.3% | 373,801 | $41.8M |
| UBS Group AG | 0.01% | Add +22.4% | 368,423 | $41.2M |
| Alyeska Investment Group, L.P. | 0.15% | New | 363,026 | $40.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.2% | 334,348 | $37.4M |
| HSBC Holdings PLC | 0.02% | Add +7.8% | 333,316 | $37.3M |
| Victory Capital Management Inc. | 0.04% | Add +10.9% | 327,424 | $36.7M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +0.2% | 321,500 | $36.0M |
| Gillson Capital LP | 2.79% | New | 276,397 | $30.9M |
| Barclays PLC | 0.01% | Add +96.8% | 260,753 | $29.2M |
| Marshall Wace, LLP | 0.03% | Add +180.8% | 231,638 | $25.9M |
| RWC Asset Management LLP | 1.47% | Add +4.3% | 218,493 | $24.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.8% | 218,273 | $24.4M |
| Bank of Montreal | 0.01% | Add +17.0% | 215,569 | $24.1M |
| Amundi | 0.01% | Add +65.7% | 221,664 | $23.2M |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 204,170 | $22.9M |
| Lighthouse Investment Partners, LLC | 0.82% | Add +45.0% | 190,000 | $21.3M |
| Citigroup Inc. | 0.02% | Reduce -22.0% | 187,261 | $21.0M |
| APG Asset Management US Inc. | 0.15% | New | 180,824 | $20.2M |
| BNP Paribas Financial Markets | 0.02% | New | 177,483 | $19.9M |
| Mizuho Markets Americas LLC | 0.36% | Reduce -14.5% | 168,392 | $18.9M |
| Renaissance Technologies | 0.03% | Reduce -41.1% | 163,414 | $18.3M |
| Masterton Capital Management, LP | 9.89% | Add +23.9% | 155,953 | $17.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -3.0% | 155,384 | $17.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +0.7% | 158,220 | $17.3M |
| Principal Financial Group Inc. | 0.01% | Add +65.6% | 154,517 | $17.3M |
| Bank of Nova Scotia | 0.03% | Add +10.4% | 154,295 | $17.3M |
| Raymond James Financial Inc. | 0.01% | — | 153,525 | $17.2M |
| California Public Employees Retirement System | 0.01% | Reduce -3.1% | 148,858 | $16.7M |
| Swiss National Bank | 0.01% | Add +1.6% | 148,100 | $16.6M |
| Hudson Bay Capital Management LP | 0.12% | New | 147,598 | $16.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.16% | Reduce -4.0% | 146,781 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 144,516 | $16.2M |
| Millennium Management | 0.01% | Reduce -52.5% | 142,050 | $15.9M |
| Nordea Investment Management AB | 0.02% | Add +26.7% | 141,773 | $15.9M |
| Curi Capital, LLC | 0.36% | Add +42.5% | 139,238 | $15.6M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -0.0% | 138,094 | $15.5M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -53.9% | 135,620 | $15.2M |
| AXA S.A. | 0.04% | Reduce -3.6% | 127,460 | $14.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -11.9% | 124,629 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +80.4% | 119,993 | $13.4M |
| Asset Management One Co., Ltd. | 0.05% | Add +7.6% | 119,698 | $13.3M |
| Algert Global LLC | 0.31% | Add +161.7% | 117,319 | $13.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -0.5% | 116,083 | $13.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.48% | No change | 111,652 | $12.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 111,065 | $12.4M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -1.0% | 107,703 | $12.1M |
| AQR Capital Management | 0.01% | Add +3.9% | 104,207 | $11.7M |
| Pacific Heights Asset Management LLC | 0.77% | No change | 100,000 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +24.3% | 99,426 | $11.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +1.7% | 83,318 | $9.3M |
| LPL Financial LLC | 0.00% | Add +17.5% | 83,289 | $9.3M |
| Verition Fund Management LLC | 0.05% | Add +7.9% | 80,932 | $9.1M |
| Yousif Capital Management, LLC | 0.10% | Add +4.8% | 79,189 | $8.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 79,145 | $8.9M |
| Jefferies Financial Group Inc. | 0.10% | New | 77,400 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | New | 75,880 | $8.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -41.3% | 72,000 | $8.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +16.9% | 71,467 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.2% | 71,229 | $8.0M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 71,142 | $8.0M |
| Employees Retirement System of Texas | 0.08% | Add +20.3% | 71,000 | $7.9M |
| Mattern Capital Management, LLC | 1.03% | Reduce -2.5% | 70,703 | $7.9M |
| Guggenheim Capital LLC | 0.06% | Reduce -29.7% | 69,969 | $7.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +41.3% | 67,460 | $7.6M |
| Susquehanna Fundamental Investments, LLC | 0.13% | — | 67,378 | $7.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 66,046 | $7.4M |
| Sophron Capital Management L.P. | 2.78% | — | 62,806 | $7.0M |
| Davis Selected Advisers | 0.04% | Reduce -0.7% | 60,070 | $6.7M |
| Retirement Systems of Alabama | 0.03% | Add +1.1% | 60,064 | $6.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.7% | 58,414 | $6.5M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.79% | Reduce -2.3% | 58,288 | $6.5M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -1.2% | 57,694 | $6.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -27.9% | 57,635 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -28.2% | 56,872 | $6.4M |
| Fisher Asset Management | 0.00% | Add +0.0% | 56,095 | $6.3M |
| State of Alaska, Department of Revenue | 0.06% | Add +2.8% | 49,442 | $5.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 49,252 | $5.5M |
| Nan Fung Trinity (hk) Ltd. | 1.11% | Reduce -2.0% | 48,700 | $5.5M |
| Cinctive Capital Management LP | 0.27% | Add +131.2% | 45,483 | $5.1M |
| Intact Investment Management Inc. | 0.18% | Reduce -1.4% | 44,800 | $5.0M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +10.1% | 44,966 | $5.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +42.0% | 43,720 | $4.9M |
| Macquarie Group Ltd. | 0.01% | Reduce -81.9% | 46,543 | $4.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.4% | 41,924 | $4.7M |
| APG Asset Management N.V. | 0.01% | New | 42,700 | $4.6M |
| Trillium Asset Management, LLC | 0.12% | Reduce -3.9% | 41,074 | $4.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.5% | 40,912 | $4.6M |
| Aberdeen Group plc | 0.01% | Add +58.7% | 38,573 | $4.3M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -4.4% | 38,376 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +204.4% | 38,051 | $4.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -52.9% | 38,000 | $4.3M |
| UniSuper Management Pty Ltd | 0.03% | Add +8.8% | 37,860 | $4.2M |
| Xcel Wealth Management, LLC | 1.16% | Add +0.0% | 37,235 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +3.1% | 37,119 | $4.2M |
| National Bank of Canada | 0.01% | Add +2082.9% | 37,109 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.5% | 36,239 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Add +4.7% | 36,200 | $4.1M |
| Van Eck Associates Corp. | 0.01% | Add +1.1% | 35,769 | $4.0M |
| FIL Ltd | 0.00% | Add +0.3% | 35,591 | $4.0M |
| Quantinno Capital Management LP | 0.04% | Add +19.1% | 35,519 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -65.7% | 34,589 | $3.9M |
| Kinloch Capital, LLC | 1.94% | Add +4.8% | 34,559 | $3.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +2.3% | 33,355 | $3.7M |
| Vert Asset Management LLC | 1.27% | Add +12.3% | 33,024 | $3.7M |
| Cibc World Markets Corp. | 0.02% | Add +20.1% | 30,837 | $3.5M |
| Toronto Dominion Bank | 0.01% | Add +10.6% | 30,603 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.9% | 38,173 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 30,030 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +3.4% | 28,449 | $3.2M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -3.3% | 28,170 | $3.2M |
| Comerica Bank | 0.01% | Add +28.7% | 27,289 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -36.6% | 26,583 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | New | 26,118 | $2.9M |
| Zimmer Partners, LP | 0.05% | No change | 25,000 | $2.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -81.5% | 24,188 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +15.7% | 24,000 | $2.7M |
| Voya Investment Management LLC | 0.00% | Reduce -6.1% | 22,705 | $2.5M |
| AlTi Global, Inc. | 0.06% | No change | 22,663 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +3.0% | 22,620 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.1% | 22,529 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.0% | 22,462 | $2.5M |
| Holocene Advisors, LP | 0.01% | Reduce -43.5% | 22,056 | $2.5M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 21,853 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 21,791 | $2.4M |
| Inceptionr LLC | 0.53% | Add +234.0% | 21,317 | $2.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +4.6% | 20,665 | $2.3M |
| State of Michigan Retirement System | 0.01% | Add +0.8% | 20,624 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -63.2% | 20,566 | $2.3M |
| Pacer Advisors, Inc. | 0.01% | Add +273.2% | 20,553 | $2.3M |
| Focus Partners Wealth | 0.01% | Add +3.0% | 20,338 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Add +51.2% | 19,827 | $2.2M |
| IFM Investors Pty Ltd | 0.02% | Add +2.2% | 19,582 | $2.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 19,491 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Add +6.9% | 18,898 | $2.1M |
| Stableford Capital II LLC | 0.83% | Reduce -1.1% | 18,743 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.16% | Reduce -19.9% | 18,711 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Reduce -24.0% | 18,400 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.0% | 18,162 | $2.0M |
| New York Life Investment Management LLC | 0.02% | Reduce -1.2% | 18,082 | $2.0M |
| Credit Agricole S A | 0.01% | Add +102.6% | 17,674 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +25.6% | 17,732 | $2.0M |
| Brown Advisory Inc. | 0.00% | Reduce -53.7% | 17,539 | $2.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +21.5% | 17,520 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.0% | 17,393 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +8.2% | 17,088 | $1.9M |
| Blackhawk Capital Partners, LLC | 0.97% | Add +8.5% | 16,677 | $1.9M |
| Capital Fund Management S.A. | 0.02% | New | 16,590 | $1.9M |
| Czech National Bank | 0.02% | Add +8.2% | 16,582 | $1.9M |
| JB Capital LLC | 0.10% | Add +8.5% | 15,798 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | — | 15,500 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +18.9% | 15,494 | $1.7M |
| Lasalle Investment Management Securities LLC | 0.07% | No change | 15,464 | $1.7M |
| Ossiam | 0.03% | Add +23.3% | 15,371 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -0.2% | 15,138 | $1.7M |
| Prelude Capital Management, LLC | 0.14% | Add +14.7% | 15,125 | $1.7M |
| Vident Advisory, LLC | 0.03% | Reduce -32.5% | 14,692 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.8% | 14,556 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +1.8% | 14,248 | $1.6M |
| Utah Retirement Systems | 0.02% | Add +2.2% | 13,933 | $1.6M |
| GeoWealth Management, LLC | 0.05% | Add +29.5% | 13,443 | $1.5M |
| TD Asset Management Inc | 0.00% | Reduce -4.1% | 13,350 | $1.5M |
| Jump Financial, LLC | 0.03% | Reduce -77.5% | 12,800 | $1.4M |
| Centiva Capital, LP | 0.05% | Reduce -16.8% | 12,747 | $1.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.29% | Add +50.8% | 12,748 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +22.1% | 12,309 | $1.4M |
| Abc Arbitrage SA | 0.20% | — | 12,191 | $1.4M |
| Kesler, Norman & Wride, LLC | 0.29% | Add +10.0% | 12,005 | $1.3M |
| Storebrand Asset Management As | 0.00% | Reduce -1.3% | 11,997 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +39.8% | 11,890 | $1.3M |
| PGGM Investments | 0.02% | No change | 11,561 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | No change | 11,500 | $1.3M |
| Nomura Holdings Inc. | 0.01% | New | 11,397 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Add +3.7% | 11,152 | $1.2M |
| Loudon Investment Management, LLC | 0.70% | Reduce -5.8% | 11,070 | $1.2M |
| Creative Planning | 0.00% | Add +39.1% | 10,830 | $1.2M |
| FourThought Financial Partners, LLC | 0.13% | Reduce -3.4% | 10,809 | $1.2M |
| Edgestream Partners, L.P. | 0.05% | Reduce -50.9% | 10,752 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.0% | 10,777 | $1.2M |
| Lokken Investment Group LLC | 0.49% | Add +5.2% | 10,210 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.9% | 10,490 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Add +10.0% | 10,115 | $1.1M |
| Summit Financial, LLC | 0.04% | New | 10,059 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -6.0% | 10,056 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -0.7% | 9,706 | $1.1M |
| Spirit of America Management Corp. | 0.22% | No change | 9,700 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.1% | 9,159 | $1.0M |
| New Age Alpha Advisors, LLC | 0.04% | New | 8,702 | $974K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.5% | 8,504 | $952K |
| Sound Financial Strategies Group, LLC | 0.74% | New | 7,928 | $888K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 7,916 | $886K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,885 | $883K |
| Fort Point Capital Partners LLC | 0.10% | Add +1.1% | 7,848 | $879K |
| Lazard Asset Management LLC | 0.00% | Add +43.8% | 7,784 | $871K |
| World Investment Advisors | 0.02% | Add +305.5% | 7,778 | $871K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,742 | $867K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.09% | Reduce -0.8% | 7,683 | $860K |
| Lido Advisors, LLC | 0.01% | Reduce -0.8% | 7,570 | $848K |
| Burke & Herbert Bank & Trust Co. | 0.19% | No change | 7,335 | $821K |
| Fieldview Capital Management, LLC | 0.13% | — | 7,260 | $813K |
| Mizuho Securities USA LLC | 0.01% | Add +48.6% | 7,247 | $811K |
| Jeppson Wealth Management, LLC | 0.29% | No change | 7,061 | $790K |
| Norinchukin Bank, The | 0.02% | Add +5.5% | 6,847 | $767K |
| Cerity Partners LLC | 0.00% | Add +54.3% | 6,762 | $766K |
| Xponance LLC | 0.01% | Reduce -4.3% | 6,752 | $756K |
| Benjamin Edwards Inc. | 0.01% | Add +2.8% | 6,679 | $748K |
| NewEdge Advisors, LLC | 0.00% | Add +77.2% | 6,677 | $748K |
| Independent Advisor Alliance | 0.01% | Add +7.1% | 6,585 | $737K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.7% | 6,554 | $734K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 6,450 | $722K |
| Ethic Inc. | 0.01% | Add +2.3% | 6,426 | $719K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -12.9% | 6,411 | $718K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.4% | 6,371 | $713K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 6,192 | $693K |
| Creative Financial Designs Inc. | 0.05% | Reduce -3.8% | 6,004 | $672K |
| SlateStone Wealth, LLC | 0.07% | Add +3.5% | 5,995 | $671K |
| Panagora Asset Management Inc. | 0.00% | Add +134.7% | 5,940 | $665K |
| Morningstar Investment Management LLC | 0.05% | Add +8.7% | 5,910 | $662K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.8% | 5,700 | $638K |
| Janney Capital Management LLC | 0.04% | No change | 5,655 | $633K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,540 | $620K |
| Principal Securities, Inc. | 0.01% | Add +7.8% | 5,511 | $617K |
| W.H. Cornerstone Investments Inc. | 0.41% | New | 5,473 | $613K |
| DoubleLine ETF Adviser LP | 0.16% | Add +0.3% | 5,372 | $601K |
| Groupe la Francaise | 0.01% | — | 5,430 | $601K |
| Kentucky Retirement Systems | 0.02% | Reduce -1.4% | 5,170 | $579K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 5,140 | $575K |
| PFG Investments, LLC | 0.04% | Reduce -19.1% | 5,043 | $565K |
| Sterling Capital Management LLC | 0.01% | Add +59.6% | 5,016 | $562K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.5% | 4,986 | $558K |
| Gen-Wealth Partners Inc | 0.24% | Add +4.3% | 4,975 | $557K |
| Corient Private Wealth LP | 0.00% | Add +12.3% | 4,855 | $544K |
| Park Avenue Securities LLC | 0.01% | Add +2.7% | 4,758 | $533K |
| Hartford Investment Management Co. | 0.02% | Add +0.7% | 4,739 | $531K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,708 | $527K |
| Agf Management Ltd. | 0.00% | Add +47.6% | 4,650 | $521K |
| Global X Japan Co., Ltd. | 0.06% | Add +16.1% | 4,566 | $511K |
| AssuredPartners Investment Advisors, LLC | 0.10% | — | 4,563 | $511K |
| Code Waechter LLC | 0.44% | Reduce -2.1% | 4,549 | $509K |
| Ofi Invest Asset Management | 0.01% | — | 4,652 | $503K |
| Vanderbilt University | 0.10% | New | 4,413 | $494K |
| Contravisory Investment Management, Inc. | 0.10% | No change | 4,359 | $488K |
| KCM Investment Advisors LLC | 0.02% | Reduce -4.5% | 4,266 | $478K |
| Stephens Inc. | 0.01% | Add +3.5% | 4,196 | $470K |
| Prospera Financial Services Inc | 0.01% | Add +1.6% | 4,180 | $468K |
| Natixis | 0.00% | Reduce -68.3% | 4,150 | $465K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.4% | 4,100 | $459K |
| NovaPoint Capital, LLC | 0.14% | Add +3.9% | 4,072 | $456K |
| Sustainable Insight Capital Management, LLC | 0.20% | Reduce -14.3% | 4,026 | $451K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.5% | 3,943 | $441K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 3,898 | $436K |
| Glenmede Trust Co. NA | 0.00% | Add +3.8% | 3,840 | $430K |
| Monetary Management Group Inc. | 0.11% | No change | 3,750 | $420K |
| Jane Street Group, LLC | 0.00% | Reduce -96.8% | 3,703 | $415K |
| Infrastructure Capital Advisors, LLC | 0.07% | Reduce -74.7% | 3,697 | $410K |
| Sandy Spring Bank | 0.02% | Reduce -10.1% | 3,634 | $407K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -4.6% | 3,627 | $406K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -2.7% | 3,550 | $397K |
| Two Sigma Securities, LLC | 0.07% | New | 3,543 | $397K |
| Csenge Advisory Group | 0.02% | Reduce -7.4% | 3,527 | $395K |
| Ieq Capital, LLC | 0.00% | Add +49.1% | 3,438 | $385K |
| Strategy Asset Managers LLC | 0.07% | Add +2.1% | 3,407 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,263 | $365K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.0% | 3,183 | $356K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.6% | 3,173 | $355K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.5% | 3,132 | $351K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -8.3% | 3,113 | $348K |
| GAMMA Investing LLC | 0.03% | Add +9.3% | 3,104 | $347K |
| Heitman Real Estate Securities LLC | 0.02% | Reduce -71.7% | 3,083 | $345K |
| Fiduciary Group, LLC | 0.03% | Reduce -1.7% | 3,023 | $338K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,022 | $338K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.2% | 2,940 | $329K |
| Empowered Funds, LLC | 0.00% | New | 2,850 | $316K |
| Graham Capital Management, L.P. | 0.02% | Reduce -85.6% | 2,821 | $316K |
| Mackenzie Financial Corp. | 0.00% | Add +1.5% | 2,800 | $313K |
| Baird Financial Group, Inc. | 0.00% | Add +31.3% | 2,743 | $307K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -77.1% | 2,732 | $306K |
| Machina Capital S.A.S. | 0.13% | Reduce -47.5% | 2,718 | $304K |
| SG Americas Securities, LLC | 0.00% | Reduce -4.4% | 2,700 | $302K |
| Shell Asset Management Co. | 0.01% | Reduce -0.2% | 2,689 | $301K |
| KBC Group NV | 0.00% | Add +39.6% | 2,693 | $301K |
| Blair William & Co. | 0.00% | Add +49.7% | 2,683 | $300K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.6% | 2,659 | $298K |
| Modera Wealth Management, LLC | 0.00% | No change | 2,636 | $295K |
| Montgomery Investment Management Inc. | 0.12% | No change | 2,630 | $294K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,623 | $294K |
| Keybank National Association | 0.00% | Add +5.1% | 2,616 | $293K |
| Mariner, LLC | 0.00% | Reduce -1.0% | 2,582 | $289K |
| EntryPoint Capital, LLC | 0.12% | Add +15.5% | 2,561 | $287K |
| US Bancorp \de | 0.00% | Add +2.0% | 2,543 | $285K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.5% | 2,445 | $273K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.9% | 2,428 | $272K |
| Captrust Financial Advisors | 0.00% | Add +8.5% | 2,415 | $270K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 2,389 | $267K |
| Praxis Investment Management Inc. | 0.02% | Reduce -46.5% | 2,380 | $266K |
| Tidal Investments LLC | 0.00% | Reduce -8.4% | 2,388 | $265K |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 2,360 | $264K |
| Smith Shellnut Wilson LLC | 0.12% | Add +2.4% | 2,326 | $260K |
| V-Square Quantitative Management LLC | 0.04% | Add +1.1% | 2,313 | $259K |
| GWN Securities Inc. | 0.07% | — | 2,325 | $248K |
| Powell Investment Advisors, LLC | 0.11% | No change | 2,183 | $244K |
| Kaizen Financial Strategies | 0.14% | Add +1.0% | 2,172 | $243K |
| Lafayette Investments, Inc. | 0.05% | No change | 2,150 | $241K |
| Vise Technologies, Inc. | 0.02% | New | 2,119 | $237K |
| Gotham Asset Management | 0.00% | Add +8.7% | 2,108 | $236K |
| Revisor Wealth Management LLC | 0.22% | Reduce -26.2% | 2,108 | $236K |
| &partners | 0.00% | New | 2,142 | $235K |
| HUB Investment Partners, LLC | 0.01% | Add +13.0% | 2,036 | $228K |
| CWA Asset Management Group, LLC | 0.01% | Add +3.5% | 2,031 | $227K |
| Cadence Bank | 0.02% | No change | 2,000 | $224K |
| Diametric Capital, LP | 0.15% | New | 1,994 | $223K |
| Olde Wealth Management, LLC | 0.08% | No change | 2,000 | $223K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -37.5% | 2,027 | $220K |
| RB Capital Management, LLC | 0.05% | Reduce -3.1% | 1,958 | $219K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -31.9% | 1,924 | $216K |
| iA Global Asset Management Inc. | 0.00% | Reduce -2.3% | 1,921 | $215K |
| Allworth Financial LP | 0.00% | Add +66.9% | 2,044 | $213K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -98.8% | 1,902 | $213K |
| Armstrong, Fleming & Moore, Inc | 0.13% | No change | 1,890 | $212K |
| Trajan Wealth LLC | 0.01% | Add +4.1% | 1,873 | $210K |
| Commerce Bank | 0.00% | Reduce -2.6% | 1,859 | $208K |
| Avior Wealth Management, LLC | 0.01% | Add +0.4% | 1,851 | $207K |
| Coldstream Capital Management Inc. | 0.00% | Add +4.5% | 1,837 | $206K |
| Wellington Management Group LLP | 0.00% | Reduce -99.2% | 1,804 | $202K |
| Blossom Wealth Management | 0.39% | No change | 1,795 | $201K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +166.4% | 1,705 | $191K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -46.4% | 1,670 | $187K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.5% | 1,662 | $184K |
| Towne Trust Company, N.A | 0.06% | No change | 1,616 | $181K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -5.4% | 1,537 | $170K |
| Mather Group, Llc. | 0.00% | No change | 1,453 | $163K |
| Global Retirement Partners, LLC | 0.00% | Add +11.0% | 1,436 | $161K |
| MAI Capital Management | 0.00% | Reduce -33.9% | 1,394 | $156K |
| GF Fund Management Co. LTD. | 0.00% | — | 1,368 | $153K |
| Canada Post Corp Registered Pension Plan | 0.01% | — | 1,338 | $150K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +11.5% | 1,330 | $149K |
| Trust Co. of Vermont | 0.01% | Reduce -60.6% | 1,300 | $146K |
| Cwm, LLC | 0.00% | Add +12.9% | 1,266 | $142K |
| CI Investments Inc. | 0.00% | Add +7.1% | 1,230 | $138K |
| AlphaQuest LLC | 0.02% | Reduce -93.4% | 1,165 | $130K |
| Mufg Securities Americas Inc. | 0.02% | — | 1,129 | $126K |
| Y.D. More Investments Ltd | 0.01% | Add +9.1% | 1,071 | $120K |
| Horizon Investments, LLC | 0.00% | Add +0.3% | 1,032 | $114K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $112K |
| Signaturefd, LLC | 0.00% | Add +4.3% | 916 | $103K |
| Hopwood Financial Services, Inc. | 0.08% | — | 900 | $101K |
| Quadrant Capital Group LLC | 0.01% | Add +11.4% | 869 | $97K |
| Headlands Technologies LLC | 0.01% | New | 811 | $91K |
| Danske Bank A/S | 0.00% | Add +33.3% | 800 | $90K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -63.6% | 715 | $80K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 700 | $78K |
| Brown Brothers Harriman & Co. | 0.00% | Add +592.0% | 692 | $77K |
| Bessemer Group Inc. | 0.00% | Add +2.8% | 691 | $77K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 618 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Add +25.0% | 555 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.9% | 536 | $60K |
| Delta Asset Management LLC | 0.01% | No change | 525 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.4% | 510 | $57K |
| Avalon Trust Co | 0.00% | No change | 500 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $56K |
| Venturi Wealth Management, LLC | 0.00% | Add +244.8% | 469 | $53K |
| Kapitalo Investimentos Ltda | 0.03% | New | 456 | $51K |
| Richardson Financial Services Inc. | 0.04% | Reduce -4.4% | 459 | $51K |
| Eastern Bank | 0.00% | No change | 450 | $50K |
| IFP Advisors, Inc | 0.00% | Add +1.2% | 429 | $48K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 423 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 414 | $46K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -1.5% | 399 | $45K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.3% | 327 | $37K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.3% | 305 | $34K |
| Hilltop National Bank | 0.01% | No change | 300 | $34K |
| Citadel Advisors | 0.00% | Reduce -99.4% | 286 | $32K |
| Sentry Investment Management LLC | 0.01% | Reduce -14.1% | 274 | $31K |
| Harbour Investments, Inc. | 0.00% | Add +3.0% | 270 | $30K |
| Anchor Investment Management, LLC | 0.00% | No change | 270 | $30K |
| Park Square Financial Group, LLC | 0.02% | — | 269 | $30K |
| Brooklyn Investment Group | 0.01% | Reduce -13.6% | 267 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.4% | 255 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 240 | $27K |
| Larson Financial Group LLC | 0.00% | Add +12.3% | 229 | $26K |
| Tobam | 0.01% | New | 213 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | New | 212 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.0% | 222 | $23K |
| Clearstead Advisors, LLC | 0.00% | No change | 200 | $22K |
| Penserra Capital Management LLC | 0.00% | New | 195 | $21K |
| Cohen & Steers, Inc. | 0.00% | No change | 191 | $21K |
| Lee Danner & Bass Inc. | 0.00% | New | 166 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +194.6% | 162 | $18K |
| Cromwell Holdings LLC | 0.01% | No change | 158 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +129.0% | 158 | $18K |
| Smithfield Trust Co | 0.00% | No change | 150 | $17K |
| Arax Advisory Partners | 0.00% | Add +0.7% | 150 | $17K |
| Quent Capital, LLC | 0.00% | Add +12.9% | 149 | $17K |
| Assetmark, Inc. | 0.00% | Add +22.5% | 147 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +15.7% | 140 | $16K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.2% | 139 | $16K |
| Huntington National Bank | 0.00% | Add +25.2% | 134 | $15K |
| CoreCap Advisors, LLC | 0.00% | Add +0.8% | 129 | $14K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | Add +11.8% | 123 | $14K |
| Aspect Partners, LLC | 0.01% | No change | 113 | $13K |
| Spire Wealth Management | 0.00% | No change | 105 | $12K |
| Pflug Koory, LLC | 0.00% | No change | 100 | $11K |
| GW&K Investment Management, LLC | 0.00% | No change | 93 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 89 | $10K |
| Adirondack Trust Co. | 0.00% | New | 87 | $10K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.3% | 86 | $10K |
| Lindbrook Capital, LLC | 0.00% | Add +44.0% | 72 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 71 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.4% | 70 | $8K |
| Financial Freedom, LLC | 0.00% | No change | 64 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 59 | $7K |
| Ancora Advisors LLC | 0.00% | New | 56 | $6K |
| Capital A Wealth Management, LLC | 0.01% | — | 54 | $6K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 54 | $6K |
| Elequin Capital, LP | 0.00% | Reduce -8.5% | 54 | $6K |
| Valley National Advisers Inc. | 0.00% | New | 57 | $6K |
| Leonteq Securities AG | 0.00% | Add +372.7% | 52 | $6K |
| Atticus Wealth Management, LLC | 0.00% | No change | 50 | $6K |
| Bokf, NA | 0.00% | New | 55 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 49 | $5K |
| NFSG Corp | 0.00% | New | 47 | $5K |
| Colonial Trust Co / SC | 0.00% | New | 42 | $5K |
| Zions Bancorporation, N.A. | 0.00% | No change | 33 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -97.3% | 33 | $4K |
| Private Trust Co. NA | 0.00% | No change | 32 | $4K |
| Sierra Ocean, LLC | 0.00% | — | 31 | $3K |
| UMB Bank, n.a. | 0.00% | Add +40.9% | 31 | $3K |
| City State Bank | 0.00% | No change | 29 | $3K |
| Covestor Ltd | 0.00% | Reduce -4.0% | 24 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.1% | 26 | $3K |
| NewSquare Capital LLC | 0.00% | New | 23 | $3K |
| PSI Advisors, LLC | 0.00% | Reduce -75.9% | 21 | $2K |
| Grove Bank & Trust | 0.00% | Add +31.3% | 21 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 19 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 17 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 16 | $2K |
| MCF Advisors LLC | 0.00% | No change | 16 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 16 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 16 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +36.4% | 15 | $2K |
| LRI Investments, LLC | 0.00% | No change | 12 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 10 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 9 | $1K |
| Hemington Wealth Management | 0.00% | No change | 15 | $1K |
| Ridgewood Investments LLC | 0.00% | No change | 8 | $896 |
| Stonebridge Financial Group, LLC | 0.00% | — | 5 | $560 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 5 | $560 |
| Caitlin John, LLC | 0.00% | No change | 5 | $507 |
| Clark Wealth Partners | 0.00% | — | 4 | $448 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 3 | $336 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $112 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $112 |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.