FEDERAL REALTY INVESTMENT TRUST (FRT) — Institutional Holders, Q2 2026 (page 7)
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 601 to 621. 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 601–621 of 621
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Golden State Wealth Management#601 · 8 sh | 8 | $988.00 | <0.01% | 0.0% |
| 602 | Principia Wealth Advisory#602 · 8 sh | 8 | $988.00 | <0.01% | 0.0% |
| 603 | Signature Equity Partners#603 · 8 sh | 8 | $963.00 | <0.01% | 0.0% |
| 604 | Clark Wealth Partners#604 · 7 sh | 7 | $865.00 | — | 0.0% |
| 605 | City State Bank#605 · 5 sh | 5 | $617.00 | — | 0.0% |
| 606 | Provenance Wealth Advisors#606 · 5 sh | 5 | $617.00 | <0.01% | New |
| 607 | JFS WEALTH ADVISORS#607 · 4 sh | 4 | $494.00 | 0.00% | New |
| 608 | Caitlin John#608 · 4 sh | 4 | $448.00 | <0.01% | 0.0% |
| 609 | Quaker Wealth Management#609 · 3 sh | 3 | $371.00 | — | 0.0% |
| 610 | Transamerica Financial Advisors#610 · 3 sh | 3 | $370.00 | 0.00% | +200.0% |
| 611 | SHP Wealth Management#611 · 3 sh | 3 | $370.00 | 0.00% | New |
| 612 | Tidemark#612 · 3 sh | 3 | $370.00 | <0.01% | 0.0% |
| 613 | Cornerstone Planning Group#613 · 2 sh | 2 | $250.00 | — | New |
| 614 | Plante Moran Financial Advisors#614 · 2 sh | 2 | $247.00 | 0.00% | New |
| 615 | Colonial / SC#615 · 2 sh | 2 | $247.00 | 0.00% | 0.0% |
| 616 | American Capital Advisory#616 · 2 sh | 2 | $247.00 | <0.01% | 0.0% |
| 617 | Silicon Valley Capital Partners#617 · 1 sh | 1 | $125.00 | 0.00% | 0.0% |
| 618 | Private Wealth Management Group#618 · 1 sh | 1 | $124.00 | — | 0.0% |
| 619 | Capital Advisors, Ltd.#619 · 2 sh | 2 | $0.00 | 0.00% | 0.0% |
| 620 | OGOREK ANTHONY JOSEPH /NY#620 · 6 sh | 6 | $0.00 | 0.00% | New |
| 621 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#621 · 90,479 sh | 90,479 | — | — | -5.4% |
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.