SEC 13F Intelligence

FEDERAL REALTY

CUSIP 313747206

Federal Realty has 3 institutional holders in Filings Flow’s 13F database, together reporting 10.3K shares worth $11,837 as of Q1 2026. The largest reported holders are Stoneridge Investment Partners LLC, Byrne Asset Management LLC, and Sound Income Strategies, LLC.

Institutional Holders
3
Q1 2026
Reported Value
$11,837
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 364Q4 ’18Q1 ’19: 366Q2 ’19: 385Q2 ’19Q3 ’19: 388Q2 ’21: 372Q2 ’21Q4 ’21: 287Q4 ’22: 5Q4 ’22Q4 ’25: 3Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $80.4BQ4 ’18Q1 ’19: $114.3BQ2 ’19: $94.5BQ2 ’19Q3 ’19: $97.8BQ2 ’21: $76.2BQ2 ’21Q4 ’21: $77.1BQ4 ’22: $3MQ4 ’22Q4 ’25: $11,395Q1 ’26: $11,837Q1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Byrne Asset Management LLC$185M AUM0.01%$10,621100Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$1,90020Q2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1361Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.