FEDERAL REALTY INVESTMENT TRUST (FRT) — Institutional Holders, Q2 2026 (page 6)
621 institutional investment managers reported a FRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FRT 13F holders ranked 501–600 of 621
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Steigerwald, Gordon & Koch#501 · 732 sh | 732 | $90.4K | <0.01% | 0.0% |
| 502 | Parkside Financial Bank#502 · 730 sh | 730 | $90.1K | — | +93.6% |
| 503 | SIGNATUREFD#503 · 725 sh | 725 | $89.5K | — | +10.2% |
| 504 | TEMA ETFS#504 · 597 sh | 597 | $73.7K | — | 0.0% |
| 505 | BARTLETT & WEALTH MANAGEMENT#505 · 527 sh | 527 | $65.1K | <0.01% | 0.0% |
| 506 | SIMPLEX TRADING#506 · 521 sh | 521 | $64.3K | 0.00% | New |
| 507 | Kingdom Financial Group#507 · 504 sh | 504 | $62.2K | 0.02% | -2.7% |
| 508 | LOOMIS SAYLES & L P#508 · 503 sh | 503 | $62.1K | <0.01% | +64.4% |
| 509 | Pflug Koory#509 · 475 sh | 475 | $58.6K | — | +244.2% |
| 510 | GROUP ONE TRADING, L.P.#510 · 468 sh | 468 | $57.8K | <0.01% | New |
| 511 | EASTERN BANK#511 · 450 sh | 450 | $55.5K | — | 0.0% |
| 512 | Avalon#512 · 440 sh | 440 | $54.3K | <0.01% | New |
| 513 | Clearstead Advisors#513 · 400 sh | 400 | $49.4K | <0.01% | -82.1% |
| 514 | MassMutual Private Wealth & , FSB#514 · 370 sh | 370 | $45.7K | — | +64.4% |
| 515 | SJS Investment Consulting#515 · 366 sh | 366 | $45.2K | — | +1.1% |
| 516 | Truvestments Capital#516 · 364 sh | 364 | $44.9K | <0.01% | +708.9% |
| 517 | DELTA ASSET MANAGEMENT#517 · 350 sh | 350 | $43.2K | <0.01% | 0.0% |
| 518 | TOTH FINANCIAL ADVISORY#518 · 332 sh | 332 | $41.0K | — | 0.0% |
| 519 | FEDERATED HERMES#519 · 329 sh | 329 | $40.6K | <0.01% | 0.0% |
| 520 | PRIVATE NA#520 · 322 sh | 322 | $39.7K | — | 0.0% |
| 521 | DV Trading#521 · 303 sh | 303 | $37.4K | <0.01% | New |
| 522 | Hilltop National Bank#522 · 300 sh | 300 | $37.0K | — | 0.0% |
| 523 | Pinnacle Wealth Planning Services#523 · 294 sh | 294 | $36.3K | <0.01% | +2.1% |
| 524 | HIGHLINE WEALTH PARTNERS#524 · 285 sh | 285 | $35.2K | — | +280.0% |
| 525 | New Age Alpha Advisors#525 · 279 sh | 279 | $34.4K | <0.01% | +8.1% |
| 526 | PROSPERITY BANCSHARES#526 · 276 sh | 276 | $34.1K | 0.02% | New |
| 527 | Anchor Investment Management#527 · 270 sh | 270 | $33.3K | <0.01% | 0.0% |
| 528 | Quantbot Technologies#528 · 249 sh | 249 | $30.7K | <0.01% | New |
| 529 | Cromwell#529 · 240 sh | 240 | $29.6K | 0.01% | 0.0% |
| 530 | MONTAG A & ASSOCIATES#530 · 240 sh | 240 | $29.6K | <0.01% | 0.0% |
| 531 | OSSIAM#531 · 223 sh | 223 | $27.5K | <0.01% | New |
| 532 | ONEFUND#532 · 212 sh | 212 | $26.2K | 0.01% | -0.9% |
| 533 | COHEN & STEERS#533 · 205 sh | 205 | $25.0K | 0.00% | 0.0% |
| 534 | Activest Wealth Management#534 · 200 sh | 200 | $24.7K | — | 0.0% |
| 535 | Hughes Financial Services#535 · 190 sh | 190 | $23.5K | <0.01% | +2.7% |
| 536 | ZRC WEALTH MANAGEMENT#536 · 181 sh | 181 | $22.3K | — | +3520.0% |
| 537 | Glen Eagle Advisors#537 · 168 sh | 168 | $20.7K | <0.01% | 0.0% |
| 538 | UMB Bank, n.a.#538 · 161 sh | 161 | $19.9K | <0.01% | +20.1% |
| 539 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#539 · 155 sh | 155 | $19.1K | <0.01% | +17.4% |
| 540 | Smithfield#540 · 150 sh | 150 | $19.0K | <0.01% | 0.0% |
| 541 | Jackson, Grant Investment Advisers#541 · 149 sh | 149 | $18.4K | <0.01% | +4.2% |
| 542 | LOS ANGELES CAPITAL MANAGEMENT#542 · 140 sh | 140 | $17.3K | <0.01% | New |
| 543 | ASSETMARK#543 · 136 sh | 136 | $16.8K | — | +10.6% |
| 544 | CoreCap Advisors#544 · 129 sh | 129 | $15.9K | — | 0.0% |
| 545 | Dogwood Wealth Management#545 · 117 sh | 117 | $14.4K | <0.01% | +14.7% |
| 546 | Basecamp Wealth Advisors#546 · 117 sh | 117 | $14.4K | <0.01% | 0.0% |
| 547 | Wealth Enhancement Services#547 · 114 sh | 114 | $14.1K | — | New |
| 548 | Aberdeen Wealth Management#548 · 108 sh | 108 | $13.3K | <0.01% | New |
| 549 | Regatta Research & Money Management#549 · 108 sh | 108 | $13.3K | 0.01% | — |
| 550 | Planning Strategies#550 · 104 sh | 104 | $12.8K | — | — |
| 551 | Dynamic Wealth Strategies#551 · 100 sh | 100 | $12.3K | — | 0.0% |
| 552 | Montgomery Financial Services#552 · 100 sh | 100 | $12.3K | 0.01% | — |
| 553 | E Fund Management (Hong Kong) , Ltd.#553 · 97 sh | 97 | $12.0K | <0.01% | 0.0% |
| 554 | Nykredit A/S#554 · 96 sh | 96 | $11.8K | 0.00% | — |
| 555 | ROGCO#555 · 96 sh | 96 | $11.8K | <0.01% | New |
| 556 | GW&K Investment Management#556 · 89 sh | 89 | $11.0K | <0.01% | -4.3% |
| 557 | MEEDER ASSET MANAGEMENT#557 · 88 sh | 88 | $10.9K | <0.01% | New |
| 558 | TD PRIVATE CLIENT WEALTH#558 · 87 sh | 87 | $10.7K | <0.01% | +24.3% |
| 559 | Beaird Harris Wealth Management#559 · 82 sh | 82 | $10.1K | <0.01% | New |
| 560 | North Star Investment Management#560 · 68 sh | 68 | $8.4K | <0.01% | 0.0% |
| 561 | Aspect Partners#561 · 63 sh | 63 | $7.8K | — | New |
| 562 | SOA Wealth Advisors#562 · 59 sh | 59 | $7.3K | <0.01% | New |
| 563 | Owl Creek Wealth Partners#563 · 57 sh | 57 | $7.0K | — | 0.0% |
| 564 | Physician Wealth Advisors#564 · 55 sh | 55 | $6.8K | — | +161.9% |
| 565 | Ronald Blue#565 · 55 sh | 55 | $6.8K | — | -1.8% |
| 566 | Sachetta#566 · 54 sh | 54 | $6.7K | <0.01% | 0.0% |
| 567 | WHITTIER OF NEVADA#567 · 54 sh | 54 | $6.6K | <0.01% | -1.8% |
| 568 | Bell Investment Advisors#568 · 41 sh | 41 | $5.1K | <0.01% | -12.8% |
| 569 | CVA Family Office#569 · 40 sh | 40 | $4.9K | <0.01% | 0.0% |
| 570 | Ares Financial Consulting#570 · 33 sh | 33 | $4.1K | — | 0.0% |
| 571 | Keating Financial Advisory Services#571 · 32 sh | 32 | $4.0K | <0.01% | +23.1% |
| 572 | Grove Bank#572 · 31 sh | 31 | $3.8K | — | 0.0% |
| 573 | Spire Wealth Management#573 · 31 sh | 31 | $3.8K | <0.01% | +6.9% |
| 574 | Salomon & Ludwin#574 · 30 sh | 30 | $3.6K | <0.01% | 0.0% |
| 575 | Manchester Capital Management#575 · 29 sh | 29 | $3.6K | — | 0.0% |
| 576 | MV CAPITAL MANAGEMENT#576 · 29 sh | 29 | $3.6K | <0.01% | 0.0% |
| 577 | AdvisorNet Financial#577 · 26 sh | 26 | $3.2K | — | 0.0% |
| 578 | Rossby Financial, LCC#578 · 25 sh | 25 | $3.1K | <0.01% | +150.0% |
| 579 | Rialto Wealth Management#579 · 22 sh | 22 | $2.7K | <0.01% | +46.7% |
| 580 | WEST PACES ADVISORS#580 · 21 sh | 21 | $2.6K | — | New |
| 581 | FINANCIAL CONSULATE#581 · 20 sh | 20 | $2.5K | — | 0.0% |
| 582 | Continuum Advisory#582 · 19 sh | 19 | $2.3K | <0.01% | New |
| 583 | SUMMIT SECURITIES GROUP#583 · 18 sh | 18 | $2.2K | <0.01% | +38.5% |
| 584 | Noble Wealth Management PBC#584 · 18 sh | 18 | $2.2K | — | New |
| 585 | MidFirst Bank#585 · 18 sh | 18 | $2.2K | <0.01% | 0.0% |
| 586 | HARBOUR INVESTMENTS#586 · 18 sh | 18 | $2.2K | 0.00% | -37.9% |
| 587 | Kozak & Associates#587 · 17 sh | 17 | $2.0K | <0.01% | 0.0% |
| 588 | Avion Wealth#588 · 22 sh | 22 | $2.0K | <0.01% | +37.5% |
| 589 | VALLEY NATIONAL ADVISERS#589 · 16 sh | 16 | $2.0K | — | -48.4% |
| 590 | Fortis Group Advisors#590 · 15 sh | 15 | $1.9K | <0.01% | New |
| 591 | Burk#591 · 13 sh | 13 | $1.6K | <0.01% | 0.0% |
| 592 | TFC Financial Management#592 · 12 sh | 12 | $1.5K | — | +50.0% |
| 593 | Dunhill Financial#593 · 11 sh | 11 | $1.4K | <0.01% | 0.0% |
| 594 | Arlington#594 · 11 sh | 11 | $1.4K | — | 0.0% |
| 595 | Fulcrum Asset Management LLP#595 · 10 sh | 10 | $1.3K | <0.01% | New |
| 596 | SouthState Bank#596 · 10 sh | 10 | $1.2K | <0.01% | 0.0% |
| 597 | Basepoint Wealth#597 · 10 sh | 10 | $1.2K | <0.01% | 0.0% |
| 598 | Bogart Wealth#598 · 9 sh | 9 | $1.1K | 0.00% | New |
| 599 | JPL Wealth Management#599 · 9 sh | 9 | $1.1K | <0.01% | +125.0% |
| 600 | Covestor Ltd#600 · 7 sh | 7 | $1.0K | <0.01% | -77.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.