18 institutions reported holding $4.6M of FEDERAL RLTY INVT TR NEW (FRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Czech National Bank ($2.8M), GAMMA Investing LLC ($623,495), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($413,911), Versant Capital Management, Inc ($273,420), CX Institutional ($199,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Czech National Bank | $2.8M | 22,377 | Added |
| 2 | GAMMA Investing LLC | $623,495 | 5,051 | Added |
| 3 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $413,911 | 3,353 | Added |
| 4 | Versant Capital Management, Inc | $273,420 | 2,215 | Added |
| 5 | CX Institutional | $199,000 | 1,614 | Added |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $123,440 | 1,000 | New |
| 7 | EASTERN BANK | $55,548 | 450 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $45,673 | 370 | Added |
| 9 | Hilltop National Bank | $37,032 | 300 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $22,343 | 181 | Added |
| 11 | CoreCap Advisors, LLC | $15,929 | 129 | Hold |
| 12 | Dogwood Wealth Management LLC | $14,442 | 117 | Added |
| 13 | Byrne Asset Management LLC | $12,344 | 100 | Hold |
| 14 | Beaird Harris Wealth Management, LLC | $10,123 | 82 | New |
| 15 | Grove Bank & Trust | $3,827 | 31 | Hold |
| 16 | Noble Wealth Management PBC | $2,222 | 18 | New |
| 17 | Kozak & Associates, Inc. | $2,036 | 17 | Hold |
| 18 | Arlington Trust Co LLC | $1,358 | 11 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30