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Federal Realty Investment Trust

FRT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000034903

In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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.

Institutional holdersQ2 2021: 400 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 heldQ2 2021: $8.81B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2021.

Institutions holding FRT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First National Trust Co7,424$870.0K0.05%00.0%Unchanged
Citadel Advisors LLC7,158$839.0K0.00%+7,158New
Norinchukin Bank, The7,104$832.0K0.01%+149+2.1%Added
Avantax Advisory Services, Inc.7,021$828.0K0.02%+273+4.0%Added
Sigma Planning Corp7,024$823.0K0.02%+3,023+75.6%Added
Tobam6,780$794.0K0.03%−235−3.3%Reduced
First Republic Investment Management, Inc.6,678$782.0K0.00%−2,060−23.6%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd6,545$766.0K0.02%+790+13.7%Added
Nissay Asset Management Corp6,496$761.0K0.01%+258+4.1%Added
CIBC Asset Management Inc6,297$738.0K0.00%+86+1.4%Added
M&T Bank Corp6,239$731.0K0.00%+1,549+33.0%Added
Redpoint Investment Management Pty Ltd6,090$714.0K0.06%+373+6.5%Added
Commonwealth Equity Services, LLC5,973$699.0K0.00%−471−7.3%Reduced
Securian Asset Management, Inc5,963$699.0K0.01%+104+1.8%Added
JustInvest LLC5,914$693.0K0.07%+5,914New
ING Groep NV5,811$681.0K0.01%+1,187+25.7%Added
AE Wealth Management LLC5,786$678.0K0.01%−110−1.9%Reduced
Bridgefront Capital, LLC5,739$672.0K0.25%−2,328−28.9%Reduced
Maryland State Retirement & Pension System5,739$670.0K0.02%00.0%Unchanged
Everence Capital Management Inc5,670$664.0K0.05%00.0%Unchanged
Oregon Public Employees Retirement Fund5,661$663.0K0.01%00.0%Unchanged
Csenge Advisory Group5,579$659.0K0.06%+2,635+89.5%Added
Eudaimonia Partners, LLC5,563$652.0K0.12%+5,563New
Monetary Management Group Inc5,550$650.0K0.20%00.0%Unchanged
Rafferty Asset Management, LLC5,528$648.0K0.00%+1,741+46.0%Added
Swiss Life Asset Management Ltd5,459$638.9K0.01%−398−6.8%Reduced
Cetera Advisor Networks LLC5,385$631.0K0.01%+5,385New
Mackenzie Financial Corp5,376$630.0K0.00%−2,243−29.4%Reduced
Cetera Investment Advisers5,381$630.0K0.01%+1,291+31.6%Added
Montgomery Investment Management Inc5,200$609.0K0.23%−150−2.8%Reduced
AlphaCrest Capital Management LLC5,184$607.0K0.03%+2,788+116.4%Added
Teachers Retirement System of the State of Kentucky5,150$603.0K0.01%00.0%Unchanged
Northwest & Ethical Investments L.P.5,084$595.7K0.02%−3,311−39.4%Reduced
Meeder Asset Management Inc5,019$588.0K0.03%+20.0%Added
AQR Capital Management LLC4,664$546.0K0.00%+1,001+27.3%Added
New Mexico Educational Retirement Board4,650$545.0K0.02%+100+2.2%Added
Quadrature Capital Ltd4,612$540.0K0.02%+4,612New
Krane Funds Advisors LLC4,586$537.0K0.02%−3,008−39.6%Reduced
Franklin Resources Inc4,586$537.0K0.00%−276−5.7%Reduced
Raymond James Financial Services Advisors, Inc.4,582$537.0K0.00%−125−2.7%Reduced
Oppenheimer Asset Management Inc.4,469$524.0K0.01%+1,964+78.4%Added
Louisiana State Employees Retirement System4,400$516.0K0.01%+100+2.3%Added
Legg Mason Asset Management (Japan) Co., Ltd.4,229$496.0K0.54%−757−15.2%Reduced
Sandy Spring Bank4,143$486.0K0.03%−186−4.3%Reduced
Kentucky Retirement Systems4,120$483.0K0.02%−406−9.0%Reduced
Xponance, Inc.4,061$476.0K0.01%+1,009+33.1%Added
KCM Investment Advisors LLC3,847$451.0K0.02%−118−3.0%Reduced
US Bancorp3,749$439.0K0.00%+124+3.4%Added
Pacer Advisors, Inc.3,659$429.0K0.01%−204−5.3%Reduced
Ethic Inc.3,539$415.0K0.05%−338−8.7%Reduced
Mirae Asset Global Investments Co., Ltd.3,481$408.0K0.00%+3,481New
Teamwork Financial Advisors, LLC3,448$404.0K0.08%−324−8.6%Reduced
Contravisory Investment Management, Inc.3,439$403.0K0.12%+3,439New
Portland Investment Counsel Inc.3,400$398.0K0.20%00.0%Unchanged
QS Investors, LLC3,383$397.0K0.00%−10−0.3%Reduced
Inverness Counsel LLC3,356$393.0K0.01%−47,679−93.4%Reduced
Two Sigma Advisers, LP3,300$387.0K0.00%+3,300New
Crossmark Global Holdings, Inc.3,255$381.0K0.01%−200−5.8%Reduced
Northwestern Mutual Investment Management Company, LLC3,214$377.0K0.01%+48+1.5%Added
F3Logic, LLC3,175$372.0K0.05%+419+15.2%Added
Simplex Trading, LLC3,176$372.0K0.01%+3,176New
Principal Street Partners, LLC3,128$366.0K0.10%−2,970−48.7%Reduced
Fiduciary Group LLC3,165$362.0K0.04%00.0%Unchanged
Profund Advisors LLC2,982$348.0K0.01%+2,982New
Altium Wealth Management LLC2,942$345.0K0.03%+933+46.4%Added
Fifth Third Bancorp2,878$337.0K0.00%+1,865+184.1%Added
Dynamic Technology Lab Private Ltd2,815$330.0K0.03%+584+26.2%Added
Strategy Asset Managers LLC2,774$325.0K0.07%+184+7.1%Added
Gsa Capital Partners LLP2,739$321.0K0.04%+2,739New
Coldstream Capital Management Inc2,690$315.0K0.01%+80+3.1%Added
World Asset Management Inc2,663$312.0K0.03%−34−1.3%Reduced
Castleview Partners, LLC2,661$312.0K0.14%+2,661New
Holloway Wealth Management, LLC–$303.0K0.09%––
Smith Shellnut Wilson LLC2,551$299.0K0.17%00.0%Unchanged
Jupiter Asset Management Ltd2,529$296.0K0.00%+2,529New
Westwood Holdings Group Inc.2,500$293.0K0.00%00.0%Unchanged
San Francisco Sentry Investment Group (Ca)2,465$289.0K0.15%+90+3.8%Added
Neuberger Berman Group LLC2,488$286.0K0.00%−137−5.2%Reduced
Keybank National Association2,409$282.0K0.00%+21+0.9%Added
Tower Research Capital LLC (TRC)2,326$273.0K0.01%−20,175−89.7%Reduced
Cambridge Investment Research Advisors, Inc.2,269$266.0K0.00%+2,269New
Cigna Investments Inc2,207$258.0K0.02%−300−12.0%Reduced
Powell Investment Advisors, LLC2,183$258.0K0.16%00.0%Unchanged
IBM Retirement Fund2,194$257.0K0.02%−428−16.3%Reduced
Lafayette Investments, Inc.2,150$252.0K0.07%00.0%Unchanged
Cubist Systematic Strategies, LLC2,121$249.0K0.00%−10,515−83.2%Reduced
1832 Asset Management L.P.2,403$247.0K0.00%00.0%Unchanged
Spire Wealth Management2,054$241.0K0.01%−61−2.9%Reduced
Bel Air Investment Advisors LLC2,048$240.0K0.01%−434−17.5%Reduced
Baird Financial Group, Inc.2,046$240.0K0.00%00.0%Unchanged
Insight Folios Inc2,015$236.0K0.14%+2,015New
Advisor Partners LLC2,007$235.0K0.02%+2,007New
Financial Network Wealth Management LLC2,000$234.0K0.14%00.0%Unchanged
Samalin Investment Counsel, LLC1,958$229.0K0.15%−234−10.7%Reduced
Dorchester Wealth Management Co1,900$223.0K0.05%+1,900New
Penn Mutual Asset Management, LLC1,880$220.0K0.27%00.0%Unchanged
Putnam Investments LLC1,860$218.0K0.00%+1,860New
Mather Group, LLC.1,860$218.0K0.01%+1,860New
Kentucky Retirement Systems Insurance Trust Fund1,842$216.0K0.02%−215−10.5%Reduced
ExodusPoint Capital Management, LP1,829$214.0K0.00%−5,255−74.2%Reduced