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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 49,262 | $5.77M | 0.01% | −60,571−55.1% | Reduced |
| Alyeska Investment Group, L.P. | 49,369 | $5.79M | 0.07% | +49,369 | New |
| Dai-Ichi Life Insurance Company, Ltd | 50,000 | $5.86M | 0.07% | +50,000 | New |
| Carlson Capital L P | 50,417 | $5.91M | 0.29% | +50,417 | New |
| Mattern Capital Management, LLC | 50,433 | $5.91M | 1.17% | +1,374+2.8% | Added |
| Bank of Montreal | 53,686 | $6.32M | 0.00% | +13,656+34.1% | Added |
| Capital Growth Management LP | 55,000 | $6.44M | 0.58% | +55,000 | New |
| GEM Realty Capital | 55,100 | $6.46M | 4.11% | +55,100 | New |
| Westpac Banking Corp | 59,740 | $7.00M | 0.07% | −10,387−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 61,307 | $7.18M | 0.04% | −1,057−1.7% | Reduced |
| Envestnet Asset Management Inc | 61,449 | $7.20M | 0.00% | +11,136+22.1% | Added |
| Janney Montgomery Scott LLC | 62,968 | $7.38M | 0.03% | −4,163−6.2% | Reduced |
| Macquarie Group Ltd | 64,042 | $7.50M | 0.01% | +4,473+7.5% | Added |
| State of Wisconsin Investment Board | 65,697 | $7.70M | 0.02% | +9,007+15.9% | Added |
| Los Angeles Capital Management LLC | 65,733 | $7.70M | 0.03% | +61,043+1,301.6% | Added |
| Great West Life Assurance Co | 67,125 | $7.86M | 0.02% | −1,026−1.5% | Reduced |
| M&G Investment Management Ltd | 69,322 | $8.11M | 0.04% | +69,322 | New |
| AXA S.A. | 69,756 | $8.17M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 71,286 | $8.35M | 0.05% | +6,861+10.6% | Added |
| Retirement Systems of Alabama | 73,833 | $8.65M | 0.03% | +367+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 76,000 | $8.90M | 0.02% | +5,100+7.2% | Added |
| Manufacturers Life Insurance Company, The | 79,597 | $9.33M | 0.01% | −578−0.7% | Reduced |
| Victory Capital Management Inc | 79,656 | $9.33M | 0.01% | +79,656 | New |
| BNP Paribas Arbitrage, SA | 82,150 | $9.63M | 0.02% | +2,596+3.3% | Added |
| New York State Teachers Retirement System | 82,523 | $9.67M | 0.02% | −3,843−4.4% | Reduced |
| State of New Jersey Common Pension Fund D | 83,361 | $9.77M | 0.03% | +4,409+5.6% | Added |
| STRS Ohio | 87,270 | $10.2M | 0.04% | −3,674−4.0% | Reduced |
| Cbre Clarion Securities LLC | 88,258 | $10.3M | 0.19% | +15,140+20.7% | Added |
| Lincluden Management Ltd | 88,859 | $10.4M | 1.00% | −3,922−4.2% | Reduced |
| Russell Investments Group, Ltd. | 91,683 | $10.7M | 0.02% | +12,826+16.3% | Added |
| State Board of Administration of Florida Retirement System | 93,450 | $10.9M | 0.02% | −3,398−3.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 94,208 | $11.0M | 0.06% | −4,211−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 94,862 | $11.1M | 0.06% | −11,297−10.6% | Reduced |
| Amundi | 95,345 | $11.2M | 0.01% | +95,345 | New |
| Davis Selected Advisers | 97,750 | $11.5M | 0.05% | −2,050−2.1% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $11.7M | 1.07% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 101,596 | $11.9M | 0.07% | −2,532−2.4% | Reduced |
| UBS Group AG | 103,346 | $12.1M | 0.01% | +30,437+41.7% | Added |
| New York State Common Retirement Fund | 104,398 | $12.2M | 0.01% | +2,298+2.3% | Added |
| RWC Asset Management LLP | 119,070 | $14.0M | 0.40% | +119,070 | New |
| Public Employees Retirement System of Ohio | 119,854 | $14.0M | 0.05% | −3,012−2.5% | Reduced |
| Asset Management One Co.,Ltd. | 120,857 | $14.2M | 0.05% | −122−0.1% | Reduced |
| Alliancebernstein L.P. | 130,516 | $15.3M | 0.01% | −19,864−13.2% | Reduced |
| California State Teachers Retirement System | 131,359 | $15.4M | 0.02% | −1,312−1.0% | Reduced |
| Barclays PLC | 133,292 | $15.6M | 0.01% | +25,657+23.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 134,744 | $15.8M | 0.04% | +134,744 | New |
| NN Investment Partners Holdings N.V. | 136,818 | $16.0M | 0.09% | +115,354+537.4% | Added |
| Robeco Institutional Asset Management B.V. | 138,000 | $16.2M | 0.04% | +5,000+3.8% | Added |
| Janus Henderson Group PLC | 148,676 | $17.4M | 0.01% | +142,649+2,366.8% | Added |
| Rhumbline Advisers | 150,248 | $17.6M | 0.02% | −8,598−5.4% | Reduced |
| Swiss National Bank | 152,300 | $17.8M | 0.01% | −11,900−7.2% | Reduced |
| Prudential Financial Inc | 164,641 | $19.3M | 0.03% | −68,885−29.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 165,746 | $19.4M | 0.01% | −12,001−6.8% | Reduced |
| State of Tennessee, Treasury Department | 166,550 | $19.5M | 0.07% | +185+0.1% | Added |
| Deutsche Bank AG | 170,360 | $20.0M | 0.01% | +28,942+20.5% | Added |
| Citigroup Inc | 171,784 | $20.1M | 0.02% | +11,024+6.9% | Added |
| California Public Employees Retirement System | 174,766 | $20.5M | 0.02% | −7,446−4.1% | Reduced |
| Schroder Investment Management Group | 175,547 | $20.6M | 0.03% | +17,307+10.9% | Added |
| Adelante Capital Management LLC | 183,188 | $21.5M | 1.15% | +20,038+12.3% | Added |
| Credit Suisse AG | 195,156 | $23.0M | 0.02% | +9,326+5.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 203,908 | $23.9M | 0.55% | +203,908 | New |
| Centersquare Investment Management LLC | 234,924 | $27.5M | 0.28% | −770,353−76.6% | Reduced |
| Parametric Portfolio Associates LLC | 257,050 | $30.1M | 0.02% | +15,314+6.3% | Added |
| Bank of America Corp | 284,731 | $33.4M | 0.00% | +64,531+29.3% | Added |
| Ameriprise Financial Inc | 302,378 | $35.4M | 0.01% | +25,372+9.2% | Added |
| AMP Capital Investors Ltd | 311,768 | $36.5M | 0.18% | +18,476+6.3% | Added |
| HSBC Holdings PLC | 317,379 | $37.4M | 0.04% | +780+0.2% | Added |
| Northwood Liquid Management LP | 321,686 | $37.7M | 8.87% | +321,686 | New |
| Morgan Stanley | 326,038 | $38.2M | 0.01% | +41,347+14.5% | Added |
| Goldman Sachs Group Inc | 333,989 | $39.1M | 0.01% | +267,694+403.8% | Added |
| Waterfront Capital Partners, LLC | 368,014 | $43.1M | 3.24% | +164,522+80.8% | Added |
| Aew Capital Management L P | 374,347 | $43.9M | 1.30% | +13,225+3.7% | Added |
| Price T Rowe Associates Inc | 400,077 | $46.9M | 0.00% | −3,307−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 422,048 | $49.5M | 0.69% | +206,417+95.7% | Added |
| Brookfield Asset Management Inc. | 428,886 | $50.3M | 0.24% | −16,004−3.6% | Reduced |
| SEI Investments Co | 441,517 | $51.7M | 0.11% | +148,071+50.5% | Added |
| Nuveen Asset Management, LLC | 459,007 | $53.8M | 0.02% | −156,339−25.4% | Reduced |
| UBS Asset Management Americas Inc | 469,086 | $55.0M | 0.02% | −36,171−7.2% | Reduced |
| Jefferies Group LLC | 472,300 | $55.3M | 0.96% | +443,373+1,532.7% | Added |
| Principal Financial Group Inc | 508,662 | $59.6M | 0.04% | +22,313+4.6% | Added |
| Heitman Real Estate Securities LLC | 588,556 | $69.0M | 3.14% | +46,086+8.5% | Added |
| Bank of New York Mellon Corp | 651,336 | $76.3M | 0.01% | −869,459−57.2% | Reduced |
| Invesco Ltd. | 798,419 | $93.6M | 0.02% | +85,614+12.0% | Added |
| Legal & General Group Plc | 830,031 | $97.3M | 0.03% | −22,290−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 890,041 | $104.3M | 0.03% | +32,089+3.7% | Added |
| Wells Fargo & Company | 918,211 | $107.6M | 0.02% | +21,984+2.5% | Added |
| APG Asset Management US Inc. | 951,800 | $112.4M | 0.70% | −117,200−11.0% | Reduced |
| Northern Trust Corp | 1,084,105 | $127.0M | 0.02% | −55,233−4.8% | Reduced |
| Dimensional Fund Advisors LP | 1,144,621 | $134.1M | 0.04% | −11,983−1.0% | Reduced |
| ProShare Advisors LLC | 1,211,159 | $141.9M | 0.41% | −73,482−5.7% | Reduced |
| Geode Capital Management, LLC | 1,431,011 | $167.4M | 0.02% | +21,441+1.5% | Added |
| PGGM Investments | 1,911,895 | $224.0M | 0.95% | −222,101−10.4% | Reduced |
| Cohen & Steers, Inc. | 2,464,306 | $288.8M | 0.55% | +1,841,459+295.7% | Added |
| Resolution Capital Ltd | 2,690,944 | $315.3M | 4.47% | +852,840+46.4% | Added |
| JPMorgan Chase & Co | 3,730,734 | $437.1M | 0.06% | −367,063−9.0% | Reduced |
| Capital Research Global Investors | 4,037,257 | $473.0M | 0.11% | −196,724−4.6% | Reduced |
| Norges Bank | 7,212,626 | $845.1M | 0.18% | 00.0% | Unchanged |
| BlackRock Inc. | 7,246,659 | $849.1M | 0.02% | +166,815+2.4% | Added |
| State Street Corp | 7,729,030 | $913.6M | 0.05% | −464,000−5.7% | Reduced |
| Vanguard Group Inc | 11,748,160 | $1.38B | 0.03% | +100,449+0.9% | Added |