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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
Penn Mutual Asset Management, LLC1,880$191.0K0.22%––
Silvercrest Asset Management Group LLC2,000$203.0K0.00%––
Financial Network Wealth Management LLC2,000$203.0K0.13%––
Altium Wealth Management LLC2,009$204.0K0.02%––
Baird Financial Group, Inc.2,046$208.0K0.00%––
Kentucky Retirement Systems Insurance Trust Fund2,057$209.0K0.02%––
Schonfeld Strategic Advisors LLC2,100$213.0K0.00%––
Spire Wealth Management2,115$215.0K0.01%––
1832 Asset Management L.P.2,403$216.0K0.00%––
Lafayette Investments, Inc.2,150$218.0K0.07%––
Samalin Investment Counsel, LLC2,192$222.0K0.15%––
Powell Investment Advisors, LLC2,183$224.0K0.15%––
Amica Retiree Medical Trust2,221$225.0K0.15%––
Dynamic Technology Lab Private Ltd2,231$226.0K0.03%––
Weiss Asset Management LP2,294$233.0K0.01%––
San Francisco Sentry Investment Group (Ca)2,375$241.0K0.10%––
Keybank National Association2,388$242.0K0.00%––
AlphaCrest Capital Management LLC2,396$243.0K0.01%––
Bel Air Investment Advisors LLC2,482$252.0K0.01%––
Westwood Holdings Group Inc.2,500$254.0K0.00%––
Oppenheimer Asset Management Inc.2,505$254.0K0.00%––
Cigna Investments Inc2,507$255.0K0.02%––
Smith Shellnut Wilson LLC2,551$259.0K0.16%––
Neuberger Berman Group LLC2,625$261.0K0.00%––
Strategy Asset Managers LLC2,590$263.0K0.06%––
Holloway Wealth Management, LLC–$263.0K0.09%––
Creegan & Nassoura Financial Group, LLC2,600$264.0K0.24%––
Coldstream Capital Management Inc2,610$265.0K0.02%––
IBM Retirement Fund2,622$266.0K0.02%––
Wealthspire Advisors, LLC2,727$277.0K0.01%––
F3Logic, LLC2,756$280.0K0.04%––
Polar Asset Management Partners Inc.2,904$295.0K0.00%––
World Asset Management Inc2,697$304.0K0.03%––
Xponance, Inc.3,052$310.0K0.01%––
Csenge Advisory Group2,944$310.0K0.03%––
Northwestern Mutual Investment Management Company, LLC3,166$321.0K0.01%––
Pearl River Capital, LLC3,343$339.0K0.11%––
Portland Investment Counsel Inc.3,400$345.0K0.19%––
QS Investors, LLC3,393$345.0K0.00%––
Crossmark Global Holdings, Inc.3,455$351.0K0.01%––
Bridgewater Associates, LP3,474$352.0K0.00%––
Fiduciary Group LLC3,165$357.0K0.04%––
Voya Financial Advisors, Inc.3,464$358.0K0.01%––
US Bancorp3,625$368.0K0.00%––
AQR Capital Management LLC3,663$372.0K0.00%––
Teamwork Financial Advisors, LLC3,772$383.0K0.09%––
Rafferty Asset Management, LLC3,787$384.0K0.00%––
Millennium Management LLC3,849$390.0K0.00%––
Pacer Advisors, Inc.3,863$392.0K0.01%––
Ethic Inc.3,877$393.0K0.07%––
KCM Investment Advisors LLC3,965$402.0K0.02%––
Sigma Planning Corp4,001$406.0K0.01%––
Capitolis Advisors LLC4,011$407.0K0.01%––
Cetera Investment Advisers4,090$415.0K0.01%––
Louisiana State Employees Retirement System4,300$436.0K0.01%––
Sandy Spring Bank4,329$439.0K0.03%––
Kentucky Retirement Systems4,526$459.0K0.02%––
New Mexico Educational Retirement Board4,550$462.0K0.02%––
ING Groep NV4,624$469.0K0.01%––
M&T Bank Corp4,690$476.0K0.00%––
Los Angeles Capital Management LLC4,690$476.0K0.00%––
Raymond James Financial Services Advisors, Inc.4,707$478.0K0.00%––
Franklin Resources Inc4,862$493.0K0.00%––
Legg Mason Asset Management (Japan) Co., Ltd.4,986$506.0K0.55%––
Meeder Asset Management Inc5,017$509.0K0.03%––
Teachers Retirement System of the State of Kentucky5,150$522.0K0.01%––
Montgomery Investment Management Inc5,350$543.0K0.21%––
Monetary Management Group Inc5,550$563.0K0.18%––
Oregon Public Employees Retirement Fund5,661$574.0K0.01%––
Everence Capital Management Inc5,670$575.0K0.05%––
Redpoint Investment Management Pty Ltd5,717$580.0K0.05%––
Maryland State Retirement & Pension System5,739$582.0K0.02%––
Sumitomo Mitsui DS Asset Management Company, Ltd5,755$583.0K0.02%––
Swiss Life Asset Management Ltd5,857$593.6K0.01%––
Securian Asset Management, Inc5,859$594.0K0.01%––
AE Wealth Management LLC5,896$598.0K0.01%––
Janus Henderson Group PLC6,027$612.0K0.00%––
Kayne Anderson Rudnick Investment Management LLC6,041$613.0K0.00%––
Principal Street Partners, LLC6,098$619.0K0.08%––
CIBC Asset Management Inc6,211$630.0K0.00%––
Nissay Asset Management Corp6,238$633.0K0.01%––
Wealthfront Advisers LLC6,279$637.0K0.00%––
Commonwealth Equity Services, LLC6,444$653.0K0.00%––
Cresset Asset Management, LLC6,399$654.0K0.01%––
Public Sector Pension Investment Board6,602$670.0K0.00%––
CIBC World Markets Corp6,657$675.0K0.00%––
Avantax Advisory Services, Inc.6,748$685.0K0.01%––
Norinchukin Bank, The6,955$706.0K0.01%––
Tobam7,015$712.0K0.03%––
ExodusPoint Capital Management, LP7,084$719.0K0.01%––
United Capital Financial Advisers, LLC7,160$726.0K0.00%––
Forward Management, LLC7,200$730.0K0.15%––
First National Trust Co7,424$753.0K0.05%––
Hartford Investment Management Co7,590$770.0K0.02%––
Krane Funds Advisors LLC7,594$770.0K0.03%––
Mackenzie Financial Corp7,619$773.0K0.00%––
Fort Point Capital Partners LLC7,834$795.0K0.18%––
Joel Isaacson & Co., LLC7,885$800.0K0.07%––
Cipher Capital LP7,891$801.0K0.09%––
Teacher Retirement System of Texas8,043$816.0K0.00%––