13FBOX
FEDERAL RLTY INVT TR NEW 5 PERCENT CUM PFD C · 13F Institutional Holdings
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FEDERAL RLTY INVT TR NEW 5 PERCENT CUM PFD C

Institutions
2
Combined AUM (Q2 2026)
$475,369
Combined Shares (Q2 2026)
24,229
Overall Trend
No Change
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+0
0 institutions added · 0 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-0
0 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+0
Flat
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$475,369
Institutions
2
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sterling Capital Management LLC
0.01%0.01%#1$475,19624,220$465,99324,22000.00%Unchanged
Ascentis Independent Advisors
<0.01%<0.01%#2$1739$173900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow