Who Owns Federal Realty Investment Trust
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Federal Realty Investment Trust.
Who crossed 5% of FRT →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| PFW Advisors LLCSH BEN INT NEW10.6K shtrimmed | $1.1M |
| GAMMA Investing LLCREIT5.1K shadded | $553.7K |
| Farther Finance Advisors, LLCREIT3.5K shadded | $382.4K |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT1K shadded | $110.7K |
| EASTERN BANKSH BEN INT NEW450 shheld | $48.7K |
| TOTH FINANCIAL ADVISORY CORPSH BEN INT NEW342 shadded | $37K |
| ELEVATION WEALTH PARTNERS, LLCSH BEN INT NEW239 shadded | $25.9K |
| CoreCap Advisors, LLCREIT131 shadded | $14.2K |
| GK Wealth Management LLCSH BEN INT NEW111 sh— | $12.1K |
| Grove Bank & TrustSH BEN INT NEW64 shadded | $6.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on FRT
Follow Federal Realty Investment Trust (FRT) by email
New trades in Federal Realty Investment Trust (FRT) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.