# FEDERAL RLTY INVT TR NEW (FRT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FRT/

- Reporting holders: 14
- Reported value: $2.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $1.1M | 10,582 | 0.3% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $553.7K | 5,113 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $382.4K | 3,531 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $254.2K | 2,347 | 0.0% | 19 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $110.7K | 1,022 | 0.0% | 19 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $48.7K | 450 | 0.0% | 9 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $37.0K | 342 | 0.0% | 19 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $25.9K | 239 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $14.2K | 131 | 0.0% | 9 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $12.1K | 112 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $12.1K | 111 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $11.3K | 104 | 0.0% | 2 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $10.8K | 100 | 0.0% | 13 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $6.9K | 64 | 0.0% | 9 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $183 | 1,689 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $2.6M |
| Q2 2026 | 622 | $12.3B |
| Q1 2026 | 556 | $8.5B |
| Q4 2025 | 526 | $8.5B |
| Q3 2025 | 511 | $7.9B |
| Q2 2025 | 493 | $7.8B |
| Q1 2025 | 479 | $8.1B |
| Q4 2024 | 492 | $9.6B |
| Q3 2024 | 506 | $9.9B |
| Q2 2024 | 451 | $8.5B |
| Q1 2024 | 449 | $8.8B |
| Q4 2023 | 452 | $8.6B |