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Federal Realty Investment Trust

FRT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000034903

No open-market purchases or sales by Federal Realty Investment Trust insiders were filed in the last 90 days; 623 institutions reported holding it in 13F filings for Q2 2026, worth $10.6B in total; no superinvestor holds it.

Other share classesFRT.PC

13F holders, Q1 2021

Institutional positions in Federal Realty Investment Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
388
No complete 13F data for Q4 2020
Shares held
73.7M
No complete 13F data for Q4 2020
Total value
$7.49B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 388 institutions
Q1 2021: 388 institutionsQ2 2021: 400 institutionsQ3 2021: 414 institutionsQ4 2021: 343 institutionsQ1 2022: 399 institutionsQ2 2022: 402 institutionsQ3 2022: 389 institutionsQ4 2022: 428 institutionsQ1 2023: 434 institutionsQ2 2023: 416 institutionsQ3 2023: 415 institutionsQ4 2023: 452 institutionsQ1 2024: 448 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 490 institutionsQ1 2025: 481 institutionsQ2 2025: 491 institutionsQ3 2025: 510 institutionsQ4 2025: 527 institutionsQ1 2026: 560 institutionsQ2 2026: 623 institutions
Value heldQ1 2021: $7.49B
Q1 2021: $7.49BQ2 2021: $8.81BQ3 2021: $8.81BQ4 2021: $7.56BQ1 2022: $8.95BQ2 2022: $7.19BQ3 2022: $6.98BQ4 2022: $7.97BQ1 2023: $7.65BQ2 2023: $7.63BQ3 2023: $7.14BQ4 2023: $8.03BQ1 2024: $8.12BQ2 2024: $7.98BQ3 2024: $9.34BQ4 2024: $9.53BQ1 2025: $8.08BQ2 2025: $7.79BQ3 2025: $7.70BQ4 2025: $8.47BQ1 2026: $8.33BQ2 2026: $10.6B
Institutions holding FRT and their total value by quarter
QuarterHoldersValue
Q2 2026623$10.6B
Q1 2026560$8.33B
Q4 2025527$8.47B
Q3 2025510$7.70B
Q2 2025491$7.79B
Q1 2025481$8.08B
Q4 2024490$9.53B
Q3 2024505$9.34B
Q2 2024452$7.98B
Q1 2024448$8.12B
Q4 2023452$8.03B
Q3 2023415$7.14B
Q2 2023416$7.63B
Q1 2023434$7.65B
Q4 2022428$7.97B
Q3 2022389$6.98B
Q2 2022402$7.19B
Q1 2022399$8.95B
Q4 2021343$7.56B
Q3 2021414$8.81B
Q2 2021400$8.81B
Q1 2021388$7.49B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FRT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MPS Loria Financial Planners, LLC8$00.00%––
Exane Derivatives1$1010.00%––
Raffa Wealth Management, LLC9$9130.00%––
Harbor Investment Advisory, LLC8$1.00K0.00%––
NEXT Financial Group, Inc7$1.00K0.00%––
Horan Securities, Inc.12$1.00K0.00%––
Private Capital Group, LLC11$1.00K0.00%––
Versant Capital Management, Inc6$1.00K0.00%––
TFC Financial Management8$1.00K0.00%––
Sutton Wealth Advisors Inc.19$1.93K0.00%––
Transamerica Financial Advisors, Inc.16$2.00K0.05%––
TCI Wealth Advisors, Inc.17$2.00K0.00%––
Sowell Financial Services LLC14$2.00K0.00%––
Fieldpoint Private Securities, LLC15$2.00K0.00%––
Carolinas Wealth Consulting LLC17$2.00K0.00%––
Earnest Partners LLC34$3.00K0.00%––
Tarbox Family Office, Inc.25$3.00K0.00%––
Meridian Wealth Partners, LLC35$3.00K0.00%––
Standard Family Office LLC27$3.00K0.00%––
Sun Life Financial INC41$4.00K0.00%––
Farmers & Merchants Investments Inc40$4.00K0.00%––
Sound Income Strategies, LLC50$5.07K0.00%––
Ancora Advisors, LLC60$6.00K0.00%––
Zions Bancorporation, N.A.56$6.00K0.00%––
Federation des caisses Desjardins du Quebec62$6.29K0.00%––
Valeo Financial Advisors, LLC68$7.00K0.00%––
Rockefeller Capital Management L.P.78$7.00K0.00%––
PEAK6 Investments LLC66$7.00K0.00%––
Evoke Wealth, LLC71$7.00K0.00%––
CVA Family Office, LLC65$7.00K0.00%––
First Horizon Corp88$8.00K0.00%––
Evolution Wealth Advisors, LLC75$8.00K0.00%––
BerganKDV Wealth Management, LLC92$9.00K0.00%––
CX Institutional84$9.00K0.00%––
Brown Brothers Harriman & Co100$10.0K0.00%––
Valley National Advisers Inc100$10.0K0.00%––
Asset Dedication, LLC92$10.0K0.00%––
Bedel Financial Consulting, Inc.100$10.0K0.00%––
Clearview Wealth Advisors LLC96$10.0K0.01%––
O'Shaughnessy Asset Management, LLC106$11.0K0.00%––
Lindbrook Capital, LLC107$11.0K0.00%––
FAI Wealth Management124$12.0K0.01%––
Prime Capital Investment Advisors, LLC127$13.0K0.00%––
American Portfolios Advisors136$13.8K0.00%––
Glassman Wealth Services137$14.0K0.00%––
Smithfield Trust Co150$15.0K0.00%––
Creative Financial Designs Inc169$17.0K0.00%––
Charter Oak Capital Management, LLC166$17.0K0.00%––
Penserra Capital Management LLC183$18.0K0.00%––
Arkadios Wealth Advisors179$18.0K0.00%––
Parallel Advisors, LLC193$20.0K0.00%––
Parkside Financial Bank & Trust220$22.0K0.01%––
Geneos Wealth Management Inc.212$23.0K0.00%––
Montag A & Associates Inc240$24.0K0.00%––
Harbour Investments, Inc.266$27.0K0.00%––
M&R Capital Management Inc270$27.0K0.01%––
Anchor Investment Management, LLC270$27.4K0.00%––
CWM, LLC275$32.0K0.00%––
Concord Wealth Partners312$32.0K0.01%––
Federated Hermes, Inc.357$36.0K0.00%––
Bessemer Group Inc362$37.0K0.00%––
Berman Capital Advisors, LLC376$38.0K0.01%––
Neo Ivy Capital Management424$43.0K0.05%––
Bartlett & Co. LLC450$46.0K0.00%––
Bartlett & Co. Wealth Management LLC450$46.1K0.00%––
Sugarloaf Wealth Management, LLC477$48.0K0.01%––
Carmichael Hill & Associates, Inc.487$49.0K0.03%––
Northwest Investment Counselors, LLC500$51.0K0.01%––
Acadian Asset Management LLC512$52.0K0.00%––
IFP Advisors, Inc520$53.0K0.00%––
Delta Asset Management LLC580$59.0K0.01%––
International Assets Investment Management, LLC690$59.0K0.01%––
RMR Wealth Builders604$61.0K0.02%––
FMR LLC670$68.0K0.00%––
CenterStar Asset Management, LLC–$70.0K0.10%––
Toth Financial Advisory Corp750$76.0K0.01%––
Point72 Hong Kong Ltd786$80.0K0.01%––
Ellis Investment Partners, LLC795$81.0K0.02%––
Twin Tree Management, LP809$82.0K0.00%––
Quadrant Capital Group LLC812$82.0K0.01%––
Signaturefd, LLC903$92.0K0.00%––
Northwestern Mutual Wealth Management Co943$96.0K0.00%––
Enterprise Financial Services Corp979$99.0K0.02%––
CSat Investment Advisory, L.P.979$99.0K0.08%––
Gulf International Bank (UK) Ltd2,000$100.0K0.00%––
WealthShield Partners, LLC1,530$100.0K0.02%––
Whittier Trust Co1,000$101.0K0.00%––
Truehand, Inc1,000$101.0K0.06%––
Fifth Third Bancorp1,013$103.0K0.00%––
Front Row Advisors LLC1,000$103.0K0.05%––
Wealthcare Advisory Partners LLC1,067$108.0K0.01%––
Ameritas Investment Company, LLC1,074$109.0K0.01%––
Ellevest, Inc.1,191$121.0K0.01%––
Jackson, Grant Investment Advisers, Inc.1,193$121.0K0.06%––
DuPont Capital Management Corp1,215$123.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp1,546$131.0K0.00%––
Vestcor Inc1,295$131.0K0.00%––
Trust Co of Vermont1,300$132.0K0.01%––
Advisors Asset Management, Inc.1,754$177.9K0.00%––
Clal Insurance Enterprises Holdings Ltd1,831$186.0K0.00%––