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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$868K +$851K +8,411 New
JF
202
Jump Financial
Illinois
$832K -$1.6M -15,789 -66%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$822K +$120K +1,188 +17%
AIP
204
Ameritas Investment Partners
Nebraska
$808K
FNFDCM
205
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$806K -$8.6K -85 -1%
JIC
206
Joel Isaacson & Co
New York
$805K
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$797K -$15.1K -149 -2%
ICA
208
Infrastructure Capital Advisors
New York
$786K +$580K +5,732 +291%
FPCP
209
Fort Point Capital Partners
California
$785K
IAA
210
Independent Advisor Alliance
North Carolina
$770K -$43.6K -431 -5%
FNT
211
First National Trust
Pennsylvania
$758K
AI
212
AXS Investments
New York
$756K +$749K +7,406 New
BHBT
213
Burke & Herbert Bank & Trust
Virginia
$749K
JWM
214
Jeppson Wealth Management
California
$722K +$2.53K +25 +0.4%
X
215
Xponance
Pennsylvania
$697K -$264K -2,615 -28%
NW
216
NewEdge Wealth
Pennsylvania
$693K +$20.1K +199 +3%
Creative Planning
217
Creative Planning
Kansas
$693K +$1.52K +15 +0.2%
MGP
218
Metis Global Partners
California
$663K +$28K +277 +4%
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
$657K +$651K +6,437 New
SLAM
220
Swiss Life Asset Management
$652K +$645K +6,381 New
CIP
221
Chartwell Investment Partners
Pennsylvania
$651K -$656K -6,485 -50%
EI
222
Ethic Inc
New York
$641K +$19.5K +193 +3%
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$638K +$50.6K +500 +9%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$635K +$87.5K +865 +16%
PI
225
PFG Investments
New York
$619K -$25K -247 -4%