Federal RLTY Invt TRFRT
13F holders, Q1 2025 (March 31)4holders +1
1new positions
0sold out
$97.80avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Federal RLTY Invt TR (FRT) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Stoneridge Investment Partners LLC ($1.4M), Byrne Asset Management LLC ($10K) and Sound Income Strategies, LLC ($2K).
- Company
- Federal RLTY Invt TR
- CUSIP
- 313747206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.4M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 14,080 shares bought, net +14,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Stoneridge Investment Partners LLC | 1.16% | New | 14,080 | $1.4M |
| Byrne Asset Management LLC | 0.01% | No change | 100 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| Huntington National Bank | 0.00% | No change | 1 | $136 |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal RLTY Invt TR the manager owns.