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.
| 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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 1,794 | $210.0K | 0.00% | +1,794 | New |
| 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 |
| Advisors Asset Management, Inc. | 1,736 | $203.0K | 0.00% | −18−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,670 | $196.0K | 0.00% | +124+8.0% | Added |
| WealthShield Partners, LLC | 1,627 | $191.0K | 0.03% | +97+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,509 | $177.0K | 0.00% | +566+60.0% | Added |
| Trust Co of Vermont | 1,300 | $152.0K | 0.01% | 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 |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $140.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,144 | $134.0K | 0.00% | +1,078+1,633.3% | Added |
| Whittier Trust Co | 1,000 | $117.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $117.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 988 | $116.0K | 0.00% | +85+9.4% | Added |
| 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 |
| Enterprise Financial Services Corp | 979 | $114.0K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,000 | $104.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 876 | $103.0K | 0.00% | +206+30.7% | Added |
| Toth Financial Advisory Corp | 837 | $98.0K | 0.01% | +87+11.6% | Added |
| Ellis Investment Partners, LLC | 803 | $94.0K | 0.02% | +8+1.0% | Added |
| Ellevest, Inc. | 639 | $75.0K | 0.01% | −552−46.3% | Reduced |
| Delta Asset Management LLC | 525 | $62.0K | 0.01% | −55−9.5% | Reduced |
| Eagle Bay Advisors LLC | 500 | $59.0K | 0.05% | +500 | New |
| Arkadios Wealth Advisors | 499 | $58.0K | 0.01% | +320+178.8% | Added |
| Carmichael Hill & Associates, Inc. | 487 | $57.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 469 | $55.0K | 0.00% | −51−9.8% | Reduced |
| FORA Capital, LLC | 450 | $53.0K | 0.01% | +450 | New |
| Berman Capital Advisors, LLC | 428 | $50.0K | 0.01% | +52+13.8% | Added |
| Lazard Asset Management LLC | 400 | $46.0K | 0.00% | +400 | New |
| Sugarloaf Wealth Management, LLC | 382 | $45.0K | 0.01% | −95−19.9% | Reduced |
| Bessemer Group Inc | 376 | $44.0K | 0.00% | +14+3.9% | Added |
| AGF Investments LLC | 342 | $40.0K | 0.00% | +342 | New |
| Concord Wealth Partners | 312 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $35.5K | 0.00% | −150−33.3% | Reduced |
| Bartlett & Co. LLC | 300 | $35.0K | 0.00% | −150−33.3% | Reduced |
| Harbour Investments, Inc. | 302 | $35.0K | 0.00% | +36+13.5% | Added |
| CWM, LLC | 275 | $32.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $31.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 264 | $31.0K | 0.02% | +264 | New |
| Gemmer Asset Management LLC | 250 | $29.0K | 0.00% | +250 | New |
| Montag A & Associates Inc | 240 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 233 | $27.0K | 0.00% | +40+20.7% | Added |
| Parkside Financial Bank & Trust | 220 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 204 | $24.0K | 0.00% | +204 | New |
| Geneos Wealth Management Inc. | 200 | $23.0K | 0.00% | −12−5.7% | Reduced |
| Charter Oak Capital Management, LLC | 166 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $18.0K | 0.01% | +150 | New |
| Glassman Wealth Services | 146 | $17.0K | 0.00% | +9+6.6% | Added |
| Creative Financial Designs Inc | 135 | $16.0K | 0.00% | −34−20.1% | Reduced |
| American Portfolios Advisors | 136 | $15.9K | 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 |
| 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 |
| 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 |
| 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 |
| First Horizon Corp | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 75 | $9.00K | 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 |
| Ancora Advisors, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $6.00K | 0.00% | +51 | 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 19 | $2.23K | 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 |
| Raffa Wealth Management, LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlas Capital Advisors LLC | 8 | $937 | 0.00% | +8 | New |
| Exane Derivatives | 1 | $117 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4 | $0 | 0.00% | +4 | New |