FRT — Federal Rlty Invt Tr New Institutional Holders · Q3 2026
Who owns Federal Rlty Invt Tr New (FRT)? 18 institutions reported holding $2.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: PFW Advisors LLC ($1.1M), GAMMA Investing LLC ($553,687), Farther Finance Advisors, LLC ($382,378).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PFW Advisors LLC | $1.1M | 10,582 | Trimmed |
| 2 | GAMMA Investing LLC | $553,687 | 5,113 | Added |
| 3 | Farther Finance Advisors, LLC | $382,378 | 3,531 | Added |
| 4 | Versant Capital Management, Inc | $254,157 | 2,347 | Added |
| 5 | CX Institutional | $183,000 | 1,689 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $110,672 | 1,022 | Added |
| 7 | EASTERN BANK | $48,731 | 450 | Hold |
| 8 | TOTH FINANCIAL ADVISORY CORP | $37,037 | 342 | Added |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $25,882 | 239 | Added |
| 10 | CoreCap Advisors, LLC | $14,190 | 131 | Added |
| 11 | GoalVest Advisory LLC | $12,128 | 112 | New |
| 12 | GK Wealth Management LLC | $12,051 | 111 | New |
| 13 | Planning Strategies Inc. | $11,262 | 104 | Hold |
| 14 | Byrne Asset Management LLC | $10,803 | 100 | Hold |
| 15 | Grove Bank & Trust | $6,931 | 64 | Added |
| 16 | RIVERSEDGE ADVISORS, LLC | $0 | 0 | Exited |
| 17 | Noble Wealth Management PBC | $0 | 0 | Exited |
| 18 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30