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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 1,829 | $214.0K | 0.00% | −5,255−74.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,842 | $216.0K | 0.02% | −215−10.5% | Reduced |
| Putnam Investments LLC | 1,860 | $218.0K | 0.00% | +1,860 | New |
| Mather Group, LLC. | 1,860 | $218.0K | 0.01% | +1,860 | New |
| Penn Mutual Asset Management, LLC | 1,880 | $220.0K | 0.27% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 1,900 | $223.0K | 0.05% | +1,900 | New |
| Samalin Investment Counsel, LLC | 1,958 | $229.0K | 0.15% | −234−10.7% | Reduced |
| Financial Network Wealth Management LLC | 2,000 | $234.0K | 0.14% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,007 | $235.0K | 0.02% | +2,007 | New |
| Insight Folios Inc | 2,015 | $236.0K | 0.14% | +2,015 | New |
| Bel Air Investment Advisors LLC | 2,048 | $240.0K | 0.01% | −434−17.5% | Reduced |
| Baird Financial Group, Inc. | 2,046 | $240.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,054 | $241.0K | 0.01% | −61−2.9% | Reduced |
| 1832 Asset Management L.P. | 2,403 | $247.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,121 | $249.0K | 0.00% | −10,515−83.2% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $252.0K | 0.07% | 00.0% | Unchanged |
| IBM Retirement Fund | 2,194 | $257.0K | 0.02% | −428−16.3% | Reduced |
| Cigna Investments Inc | 2,207 | $258.0K | 0.02% | −300−12.0% | Reduced |
| Powell Investment Advisors, LLC | 2,183 | $258.0K | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,269 | $266.0K | 0.00% | +2,269 | New |
| Tower Research Capital LLC (TRC) | 2,326 | $273.0K | 0.01% | −20,175−89.7% | Reduced |
| Keybank National Association | 2,409 | $282.0K | 0.00% | +21+0.9% | Added |
| Neuberger Berman Group LLC | 2,488 | $286.0K | 0.00% | −137−5.2% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 2,465 | $289.0K | 0.15% | +90+3.8% | Added |
| Westwood Holdings Group Inc. | 2,500 | $293.0K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 2,529 | $296.0K | 0.00% | +2,529 | New |
| Smith Shellnut Wilson LLC | 2,551 | $299.0K | 0.17% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $303.0K | 0.09% | – | – |
| World Asset Management Inc | 2,663 | $312.0K | 0.03% | −34−1.3% | Reduced |
| Castleview Partners, LLC | 2,661 | $312.0K | 0.14% | +2,661 | New |
| Coldstream Capital Management Inc | 2,690 | $315.0K | 0.01% | +80+3.1% | Added |
| Gsa Capital Partners LLP | 2,739 | $321.0K | 0.04% | +2,739 | New |
| Strategy Asset Managers LLC | 2,774 | $325.0K | 0.07% | +184+7.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,815 | $330.0K | 0.03% | +584+26.2% | Added |
| Fifth Third Bancorp | 2,878 | $337.0K | 0.00% | +1,865+184.1% | Added |
| Altium Wealth Management LLC | 2,942 | $345.0K | 0.03% | +933+46.4% | Added |
| Profund Advisors LLC | 2,982 | $348.0K | 0.01% | +2,982 | New |
| Fiduciary Group LLC | 3,165 | $362.0K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,128 | $366.0K | 0.10% | −2,970−48.7% | Reduced |
| F3Logic, LLC | 3,175 | $372.0K | 0.05% | +419+15.2% | Added |
| Simplex Trading, LLC | 3,176 | $372.0K | 0.01% | +3,176 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,214 | $377.0K | 0.01% | +48+1.5% | Added |
| Crossmark Global Holdings, Inc. | 3,255 | $381.0K | 0.01% | −200−5.8% | Reduced |
| Two Sigma Advisers, LP | 3,300 | $387.0K | 0.00% | +3,300 | New |
| Inverness Counsel LLC | 3,356 | $393.0K | 0.01% | −47,679−93.4% | Reduced |
| QS Investors, LLC | 3,383 | $397.0K | 0.00% | −10−0.3% | Reduced |
| Portland Investment Counsel Inc. | 3,400 | $398.0K | 0.20% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,439 | $403.0K | 0.12% | +3,439 | New |
| Teamwork Financial Advisors, LLC | 3,448 | $404.0K | 0.08% | −324−8.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,481 | $408.0K | 0.00% | +3,481 | New |
| Ethic Inc. | 3,539 | $415.0K | 0.05% | −338−8.7% | Reduced |
| Pacer Advisors, Inc. | 3,659 | $429.0K | 0.01% | −204−5.3% | Reduced |
| US Bancorp | 3,749 | $439.0K | 0.00% | +124+3.4% | Added |
| KCM Investment Advisors LLC | 3,847 | $451.0K | 0.02% | −118−3.0% | Reduced |
| Xponance, Inc. | 4,061 | $476.0K | 0.01% | +1,009+33.1% | Added |
| Kentucky Retirement Systems | 4,120 | $483.0K | 0.02% | −406−9.0% | Reduced |
| Sandy Spring Bank | 4,143 | $486.0K | 0.03% | −186−4.3% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,229 | $496.0K | 0.54% | −757−15.2% | Reduced |
| Louisiana State Employees Retirement System | 4,400 | $516.0K | 0.01% | +100+2.3% | Added |
| Oppenheimer Asset Management Inc. | 4,469 | $524.0K | 0.01% | +1,964+78.4% | Added |
| Krane Funds Advisors LLC | 4,586 | $537.0K | 0.02% | −3,008−39.6% | Reduced |
| Franklin Resources Inc | 4,586 | $537.0K | 0.00% | −276−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,582 | $537.0K | 0.00% | −125−2.7% | Reduced |
| Quadrature Capital Ltd | 4,612 | $540.0K | 0.02% | +4,612 | New |
| New Mexico Educational Retirement Board | 4,650 | $545.0K | 0.02% | +100+2.2% | Added |
| AQR Capital Management LLC | 4,664 | $546.0K | 0.00% | +1,001+27.3% | Added |
| Meeder Asset Management Inc | 5,019 | $588.0K | 0.03% | +20.0% | Added |
| Northwest & Ethical Investments L.P. | 5,084 | $595.7K | 0.02% | −3,311−39.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,150 | $603.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 5,184 | $607.0K | 0.03% | +2,788+116.4% | Added |
| Montgomery Investment Management Inc | 5,200 | $609.0K | 0.23% | −150−2.8% | Reduced |
| Mackenzie Financial Corp | 5,376 | $630.0K | 0.00% | −2,243−29.4% | Reduced |
| Cetera Investment Advisers | 5,381 | $630.0K | 0.01% | +1,291+31.6% | Added |
| Cetera Advisor Networks LLC | 5,385 | $631.0K | 0.01% | +5,385 | New |
| Swiss Life Asset Management Ltd | 5,459 | $638.9K | 0.01% | −398−6.8% | Reduced |
| Rafferty Asset Management, LLC | 5,528 | $648.0K | 0.00% | +1,741+46.0% | Added |
| Monetary Management Group Inc | 5,550 | $650.0K | 0.20% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 5,563 | $652.0K | 0.12% | +5,563 | New |
| Csenge Advisory Group | 5,579 | $659.0K | 0.06% | +2,635+89.5% | Added |
| Oregon Public Employees Retirement Fund | 5,661 | $663.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,670 | $664.0K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,739 | $670.0K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,739 | $672.0K | 0.25% | −2,328−28.9% | Reduced |
| AE Wealth Management LLC | 5,786 | $678.0K | 0.01% | −110−1.9% | Reduced |
| ING Groep NV | 5,811 | $681.0K | 0.01% | +1,187+25.7% | Added |
| JustInvest LLC | 5,914 | $693.0K | 0.07% | +5,914 | New |
| Commonwealth Equity Services, LLC | 5,973 | $699.0K | 0.00% | −471−7.3% | Reduced |
| Securian Asset Management, Inc | 5,963 | $699.0K | 0.01% | +104+1.8% | Added |
| Redpoint Investment Management Pty Ltd | 6,090 | $714.0K | 0.06% | +373+6.5% | Added |
| M&T Bank Corp | 6,239 | $731.0K | 0.00% | +1,549+33.0% | Added |
| CIBC Asset Management Inc | 6,297 | $738.0K | 0.00% | +86+1.4% | Added |
| Nissay Asset Management Corp | 6,496 | $761.0K | 0.01% | +258+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,545 | $766.0K | 0.02% | +790+13.7% | Added |
| First Republic Investment Management, Inc. | 6,678 | $782.0K | 0.00% | −2,060−23.6% | Reduced |
| Tobam | 6,780 | $794.0K | 0.03% | −235−3.3% | Reduced |
| Sigma Planning Corp | 7,024 | $823.0K | 0.02% | +3,023+75.6% | Added |
| Avantax Advisory Services, Inc. | 7,021 | $828.0K | 0.02% | +273+4.0% | Added |
| Norinchukin Bank, The | 7,104 | $832.0K | 0.01% | +149+2.1% | Added |
| Citadel Advisors LLC | 7,158 | $839.0K | 0.00% | +7,158 | New |
| First National Trust Co | 7,424 | $870.0K | 0.05% | 00.0% | Unchanged |