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, Q2 2021
Institutional positions in Federal Realty Investment Trust as of Jun 30, 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
- 400
- +15 vs. Q1 2021
- Shares held
- 75.1M
- +1.52M (+2.1%) vs. Q1 2021
- Total value
- $8.81B
- +$1.34B (+17.9%) vs. Q1 2021
- New holders
- 60
- 145 more added
- Sold out
- 45
- 124 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $10.6B |
| Q1 2026 | 560 | $8.33B |
| Q4 2025 | 527 | $8.47B |
| Q3 2025 | 510 | $7.70B |
| Q2 2025 | 491 | $7.79B |
| Q1 2025 | 481 | $8.08B |
| Q4 2024 | 490 | $9.53B |
| Q3 2024 | 505 | $9.34B |
| Q2 2024 | 452 | $7.98B |
| Q1 2024 | 448 | $8.12B |
| Q4 2023 | 452 | $8.03B |
| Q3 2023 | 415 | $7.14B |
| Q2 2023 | 416 | $7.63B |
| Q1 2023 | 434 | $7.65B |
| Q4 2022 | 428 | $7.97B |
| Q3 2022 | 389 | $6.98B |
| Q2 2022 | 402 | $7.19B |
| Q1 2022 | 399 | $8.95B |
| Q4 2021 | 343 | $7.56B |
| Q3 2021 | 414 | $8.81B |
| Q2 2021 | 400 | $8.81B |
| Q1 2021 | 388 | $7.49B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 4 | $0 | 0.00% | +4 | New |
| Exane Derivatives | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $937 | 0.00% | +8 | New |
| Harbor Investment Advisory, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 11 | $1.00K | 0.00% | +4+57.1% | Added |
| Horan Securities, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $2.00K | 0.00% | −56−78.9% | Reduced |
| TCI Wealth Advisors, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $2.00K | 0.00% | +21 | New |
| Clearstead Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Sonora Investment Management, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 19 | $2.23K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24 | $3.00K | 0.00% | +24 | New |
| Assetmark, Inc | 25 | $3.00K | 0.00% | +25 | New |
| Rockefeller Capital Management L.P. | 36 | $4.00K | 0.00% | −42−53.8% | Reduced |
| Earnest Partners LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $4.00K | 0.00% | +35 | New |
| Zions Bancorporation, N.A. | 42 | $5.00K | 0.00% | −14−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 39 | $5.00K | 0.00% | +28+254.5% | Added |
| Global Retirement Partners, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Ancora Advisors, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 68 | $8.00K | 0.00% | +18+36.0% | Added |
| Evolution Wealth Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 97 | $11.0K | 0.01% | +1+1.0% | Added |
| BerganKDV Wealth Management, LLC | 93 | $11.0K | 0.00% | +1+1.1% | Added |
| Advisory Services Network, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 101 | $12.0K | 0.01% | +101 | New |
| O'Shaughnessy Asset Management, LLC | 111 | $13.0K | 0.00% | +5+4.7% | Added |
| Lindbrook Capital, LLC | 107 | $13.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 124 | $14.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 118 | $14.0K | 0.00% | +34+40.5% | Added |
| American Portfolios Advisors | 136 | $15.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 135 | $16.0K | 0.00% | −34−20.1% | Reduced |
| Glassman Wealth Services | 146 | $17.0K | 0.00% | +9+6.6% | Added |
| Smithfield Trust Co | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $18.0K | 0.01% | +150 | New |
| Charter Oak Capital Management, LLC | 166 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $23.0K | 0.00% | −12−5.7% | Reduced |
| Tortoise Investment Management, LLC | 204 | $24.0K | 0.00% | +204 | New |
| Parkside Financial Bank & Trust | 220 | $25.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 233 | $27.0K | 0.00% | +40+20.7% | Added |
| Montag A & Associates Inc | 240 | $28.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 250 | $29.0K | 0.00% | +250 | New |
| M&R Capital Management Inc | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 264 | $31.0K | 0.02% | +264 | New |
| Anchor Investment Management, LLC | 270 | $31.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 275 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 300 | $35.0K | 0.00% | −150−33.3% | Reduced |
| Harbour Investments, Inc. | 302 | $35.0K | 0.00% | +36+13.5% | Added |
| Bartlett & Co. Wealth Management LLC | 300 | $35.5K | 0.00% | −150−33.3% | Reduced |
| Concord Wealth Partners | 312 | $37.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 342 | $40.0K | 0.00% | +342 | New |
| Bessemer Group Inc | 376 | $44.0K | 0.00% | +14+3.9% | Added |
| Sugarloaf Wealth Management, LLC | 382 | $45.0K | 0.01% | −95−19.9% | Reduced |
| Lazard Asset Management LLC | 400 | $46.0K | 0.00% | +400 | New |
| Berman Capital Advisors, LLC | 428 | $50.0K | 0.01% | +52+13.8% | Added |
| FORA Capital, LLC | 450 | $53.0K | 0.01% | +450 | New |
| IFP Advisors, Inc | 469 | $55.0K | 0.00% | −51−9.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 487 | $57.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 499 | $58.0K | 0.01% | +320+178.8% | Added |
| Eagle Bay Advisors LLC | 500 | $59.0K | 0.05% | +500 | New |
| Delta Asset Management LLC | 525 | $62.0K | 0.01% | −55−9.5% | Reduced |
| Ellevest, Inc. | 639 | $75.0K | 0.01% | −552−46.3% | Reduced |
| Ellis Investment Partners, LLC | 803 | $94.0K | 0.02% | +8+1.0% | Added |
| Toth Financial Advisory Corp | 837 | $98.0K | 0.01% | +87+11.6% | Added |
| FMR LLC | 876 | $103.0K | 0.00% | +206+30.7% | Added |
| Gulf International Bank (UK) Ltd | 2,000 | $104.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 979 | $114.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,000 | $115.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 979 | $115.0K | 0.02% | +167+20.6% | Added |
| Signaturefd, LLC | 988 | $116.0K | 0.00% | +85+9.4% | Added |
| Whittier Trust Co | 1,000 | $117.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $117.0K | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,144 | $134.0K | 0.00% | +1,078+1,633.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $140.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,247 | $146.0K | 0.00% | +32+2.6% | Added |
| BBVA USA | 1,248 | $146.0K | 0.01% | +1,248 | New |
| Trust Co of Vermont | 1,300 | $152.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,509 | $177.0K | 0.00% | +566+60.0% | Added |
| WealthShield Partners, LLC | 1,627 | $191.0K | 0.03% | +97+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,670 | $196.0K | 0.00% | +124+8.0% | Added |
| Advisors Asset Management, Inc. | 1,736 | $203.0K | 0.00% | −18−1.0% | Reduced |
| Mission Wealth Management, LP | 1,750 | $205.0K | 0.01% | +1,750 | New |
| RB Capital Management, LLC | 1,753 | $205.0K | 0.08% | +1,753 | New |
| Greenleaf Trust | 1,794 | $210.0K | 0.00% | +1,794 | New |