Filing Research | FRT - FEDERAL RLTY INVT TR NEW Institutional Holdings

Snapshot holdings

50 / 126 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	437.0KSH	$53.9M
2	MIZUHO MARKETS AMERICAS LLC	Shares	147.6KSH	$18.2M
3	Robeco Institutional Asset Management B.V.	Shares	96.3KSH	$11.9M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	83.3KSH	$10.3M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	82.5KSH	$10.2M
6	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	55.6KSH	$6.9M
7	INTACT INVESTMENT MANAGEMENT INC.	Shares	53.5KSH	$6.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	51.8KSH	$5.4M
9	Vert Asset Management LLC	Shares	40.7KSH	$5.0M
10	Police & Firemen's Retirement System of New Jersey	Shares	38.3KSH	$4.7M
11	Mirae Asset Global Investments Co., Ltd.	Shares	31.2KSH	$3.8M
12	FARMERS & MERCHANTS INVESTMENTS INC	Shares	29.6KSH	$3.7M
13	Oak Thistle LLC	Shares	23.5KSH	$2.9M
14	HENNESSY ADVISORS INC	Shares	23.4KSH	$2.9M
15	Czech National Bank	Shares	22.4KSH	$2.8M
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	22.0KSH	$2.7M
17	Diversified Trust Co	Shares	19.2KSH	$2.4M
18	Xcel Wealth Management, LLC	Shares	18.2KSH	$2.2M
19	MATTERN CAPITAL MANAGEMENT, LLC	Shares	15.6KSH	$1.9M
20	IFM Investors Pty Ltd	Shares	14.1KSH	$1.7M
21	Kesler, Norman & Wride, LLC	Shares	13.2KSH	$1.6M
22	Marshall Financial Group, LLC	Shares	12.2KSH	$1.5M
23	Blackhawk Capital Partners, LLC	Shares	11.3KSH	$1.4M
24	PFW Advisors LLC	Shares	10.6KSH	$1.3M
25	ABC ARBITRAGE SA	Shares	10.3KSH	$1.3M
26	Merit Financial Group, LLC	Shares	9.7KSH	$1.2M
27	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	9.7KSH	$1.2M
28	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	9.7KSH	$1.2M
29	Sivia Capital Partners, LLC	Shares	9.5KSH	$1.2M
30	Vanderbilt University	Shares	9.2KSH	$1.1M
31	NorthCrest Asset Manangement, LLC	Shares	7.4KSH	$888.7K
32	GATEWAY INVESTMENT ADVISERS LLC	Shares	6.8KSH	$833.7K
33	BENJAMIN EDWARDS INC	Shares	6.7KSH	$828.5K
34	Revisor Wealth Management LLC	Shares	6.2KSH	$764.8K
35	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	5.7KSH	$702.7K
36	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.5KSH	$683.5K
37	Global X Japan Co., Ltd.	Shares	5.3KSH	$655.5K
38	GAMMA Investing LLC	Shares	5.1KSH	$623.5K
39	Global Financial Private Client, LLC	Shares	5.0KSH	$615.6K
40	Apollon Wealth Management, LLC	Shares	4.8KSH	$596.3K
41	WADDELL & ASSOCIATES, LLC	Shares	4.8KSH	$593.6K
42	MISSION WEALTH MANAGEMENT, LP	Shares	4.5KSH	$551.5K
43	HARTFORD INVESTMENT MANAGEMENT CO	Shares	4.3KSH	$531.8K
44	Ninety One UK Ltd	Shares	4.2KSH	$521.8K
45	MIZUHO SECURITIES USA LLC	Shares	4.7KSH	$504.1K
46	Louisiana State Employees Retirement System	Shares	4.0KSH	$493.8K
47	Sequoia Financial Advisors, LLC	Shares	3.9KSH	$476.4K
48	Morningstar Investment Management LLC	Shares	4.3KSH	$453.0K
49	National Wealth Management Group, LLC	Shares	3.4KSH	$420.4K
50	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	3.4KSH	$413.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 136 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+28.0K	+$4.6M	$11.9M
2	MIZUHO MARKETS AMERICAS LLC added	Shares	+16.0K	+$4.2M	$18.2M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+26.3K	+$4.2M	$10.3M
4	HENNESSY ADVISORS INC new	Shares	+23.4K	+$2.9M	$2.9M
5	Diversified Trust Co new	Shares	+19.2K	+$2.4M	$2.4M
6	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+2.5K	+$1.7M	$10.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.2K	+$1.6M	$5.4M
8	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+4.1K	+$1.4M	$6.9M
9	ABC ARBITRAGE SA new	Shares	+10.3K	+$1.3M	$1.3M
10	Vanderbilt University new	Shares	+9.2K	+$1.1M	$1.1M
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+8.9K	+$1.1M	$1.2M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+2.0K	+$876.3K	$4.7M
13	Vert Asset Management LLC added	Shares	+814	+$787.3K	$5.0M
14	Global Financial Private Client, LLC new	Shares	+5.0K	+$615.6K	$615.6K
15	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+850	+$600.2K	$3.7M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+519	+$592.4K	$3.8M
17	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.5K	+$551.5K	$551.5K
18	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.4K	+$524.0K	$2.7M
19	Czech National Bank added	Shares	+995	+$491.2K	$2.8M
20	Sivia Capital Partners, LLC added	Shares	+2.4K	+$415.9K	$1.2M
21	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.8K	+$411.2K	$833.7K
22	HCR Wealth Advisors new	Shares	+3.0K	+$366.5K	$366.5K
23	Marshall Financial Group, LLC added	Shares	+941	+$311.0K	$1.5M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.0K	+$306.8K	$683.5K
25	NorthCrest Asset Manangement, LLC added	Shares	+1.9K	+$304.1K	$888.7K
26	Vest Financial, LLC trimmed	Shares	-68.5K	+$257.9K	$53.9M
27	IFM Investors Pty Ltd added	Shares	+100	+$253.4K	$1.7M
28	RIVERSEDGE ADVISORS, LLC new	Shares	+1.8K	+$216.8K	$216.8K
29	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+1.7K	+$212.1K	$212.1K
30	Merit Financial Group, LLC added	Shares	+352	+$204.7K	$1.2M
31	EVERPAR ADVISORS LLC new	Shares	+1.6K	+$200.6K	$200.6K
32	Kesler, Norman & Wride, LLC trimmed	Shares	-444	+$180.4K	$1.6M
33	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$167.1K	$1.2M
34	PFW Advisors LLC trimmed	Shares	-335	+$147.5K	$1.3M
35	Apollon Wealth Management, LLC added	Shares	+571	+$143.9K	$596.3K
36	WADDELL & ASSOCIATES, LLC added	Shares	+498	+$135.8K	$593.6K
37	GAMMA Investing LLC added	Shares	+373	+$126.6K	$623.5K
38	WOLFF WIESE MAGANA LLC new	Shares	+1.0K	+$124.1K	$124.1K
39	Revisor Wealth Management LLC added	Shares	+147	+$123.5K	$764.8K
40	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.0K	+$123.4K	$123.4K
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+342	+$94.1K	$413.9K
42	Versant Capital Management, Inc added	Shares	+301	+$70.1K	$273.4K
43	Louisiana State Employees Retirement System unchanged	Shares	0	+$68.9K	$493.8K
44	Sequoia Financial Advisors, LLC trimmed	Shares	-36	+$62.7K	$476.4K
45	OFI INVEST ASSET MANAGEMENT added	Shares	+110	+$61.3K	$350.0K
46	Farther Finance Advisors, LLC added	Shares	+70	+$61.0K	$377.0K
47	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-173	+$55.9K	$531.8K
48	RFG Advisory, LLC added	Shares	+41	+$55.1K	$363.8K
49	Crossmark Global Holdings, Inc. added	Shares	+113	+$51.8K	$285.4K
50	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC trimmed	Shares	-473	+$47.8K	$702.7K

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