FRPH

FRP Holdings Inc Cross-source read
Real EstateCUSIP 30292L107

Among active 13F managers last quarter, 6 opened and 19 added, while 13 reduced; the largest holder to move was Two Sigma Investments, LP (+113%). Over the last 180 days, 2 insiders bought and none sold, a net +$10.3M in open-market trades.

Tracked 13F holders
94
34 in Q2 2026 filings
13F value (tracked)
$154.1M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
25 adding · 13 trimming
Insiders · Form 4 open-market, 180d
2 buying · 0 selling · +$10.3M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns FRPH?

94 tracked 13F filers · ranked by shares held

94 tracked 13F filers disclose a position in FRPH as of the latest SEC 13F filings, a combined $154.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1HighTower Advisors, LLC1.9M
$42.2M
−0.1%
Reduced · −3K sh
Q1 2026
2Dimensional Fund Advisors LP1.1M
$24.9M
−0.1%
Reduced · −891 sh
Q1 2026
3Geode Capital Management, LLC322K
$8.1M
+12%
Added · +35K sh
Q2 2026
4State Street Corp314K
$7.8M
+5.9%
Added · +17K sh
Q2 2026
5Sprott Inc.284K
$7.1M
Held
Q2 2026
6SCS Capital Management LLC206K
$5.1M
Held
Q2 2026
7Two Sigma Investments, LP182K
$4.0M
+113%
Added · +96K sh
Q1 2026
8Intrepid Capital Management Inc176K
$4.4M
Held
Q2 2026
9Morgan Stanley155K
$3.4M
+71%
Added · +65K sh
Q1 2026
10Estabrook Capital Management123K
$3.1M
+7.3%
Added · +8K sh
Q2 2026
11Salem Investment Counselors Inc114K
$2.8M
−0.3%
Reduced · −400 sh
Q2 2026
12Goldman Sachs Group Inc112K
$2.4M
−28%
Reduced · −43K sh
Q1 2026
13Qube Research & Technologies Ltd110K
$2.4M
+74%
Added · +47K sh
Q1 2026
14Third Avenue Management LLC107K
$2.7M
Held
Q2 2026
15Citigroup Inc104K
$2.3M
200×
Added · +104K sh
Q1 2026
16Charles Schwab Investment Management Inc98K
$2.2M
−3.3%
Reduced · −3K sh
Q1 2026
17Northern Trust Corp93K
$2.0M
+3.5%
Added · +3K sh
Q1 2026
18Renaissance Technologies LLC90K
$2.0M
−9.8%
Reduced · −10K sh
Q1 2026
19Raymond James Financial Inc89K
$2.0M
+156%
Added · +54K sh
Q1 2026
20HB Wealth Management, LLC85K
$2.1M
+0.8%
Added · +633 sh
Q2 2026
21Quantinno Capital Management LP80K
$1.8M
+14%
Added · +10K sh
Q1 2026
22Guardian Wealth Management, Inc.78K
$1.9M
−16%
Reduced · −15K sh
Q2 2026
23Creative Planning75K
$1.6M
−6.4%
Reduced · −5K sh
Q1 2026
24Meixler Investment Management, Ltd.71K
$1.8M
+0.5%
Added · +325 sh
Q2 2026
25Epacria Capital Partners, LLC58K
$1.3M
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FRPH being bought or sold by institutions?

Last quarter, 6 funds opened a new position in FRPH and 19 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
19
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FRPH also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL47 funds$63.7B
Alphabet Inc-CL CGOOG46 funds$59.6B
Apple IncAAPL45 funds$137.3B
Microsoft CorpMSFT45 funds$119.9B
Chevron CorpCVX45 funds$12.2B
Meta Platforms Inc-Class AMETA44 funds$51.7B
Berkshire Hathaway Inc-CL BBRK/B44 funds$18.5B
Lockheed Martin CorpLMT44 funds$4.5B
Nvidia CorpNVDA43 funds$180.7B
Amazon.com IncAMZN43 funds$83.8B
Micron Technology IncMU43 funds$14.8B
Eli Lilly & CoLLY42 funds$35.2B

Ranked by how many of FRPH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FRPH.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$10.3M
2 insiders
Net · 180d
$10.3M
4 open-market transactions
DateInsiderRoleActionSharesValue
Aug 18, 2026Baker John D IIDirector, 10% OwnerBuy (P)8K$180K
Aug 17, 2026Baker John D IIDirector, 10% OwnerBuy (P)957$21K
Aug 7, 2026Baker John D. IIICEO, DirectorBuy (P)7K$149K
Mar 23, 2026Baker John D IIDirector, 10% OwnerBuy (P)478K$10.0M
Jan 1, 2026Devilliers David H JrSr. Advisor to Pres. & COO, DirectorSell (S)4K$92K
Dec 11, 2025deVilliers David H IIIPresident & COOSell (S)2K$35K
Nov 21, 2025Devilliers David H JrSr. Advisor to Pres. & COO, DirectorSell (S)2K$46K
Nov 13, 2025Baker John D IIDirectorBuy (P)854$20K
Nov 13, 2025McNulty Matthew C.CFOBuy (P)1K$24K
Nov 12, 2025McNulty Matthew C.CFOBuy (P)1K$24K
Nov 12, 2025Baker John D IIDirectorBuy (P)7K$171K
Nov 10, 2025Baker John D. IIICEO, DirectorBuy (P)4K$99K

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3831
Insiders
Form 4 open-market
20+$10.3M
US House
STOCK Act trades
00$0
Sector rotation
FRPH is in Real Estate, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

34 tracked filers in Q2 2026 filingsstill filing
051101Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $46.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for FRPH

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Ask your agent what changed in FRPH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FRPH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FRPH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for FRPH. Filings are public domain, sourced to SEC EDGAR.