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, Q3 2021
Institutional positions in Federal Realty Investment Trust as of Sep 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
- 414
- +22 vs. Q2 2021
- Shares held
- 74.6M
- −492.5K (−0.7%) vs. Q2 2021
- Total value
- $8.81B
- +$6.49M (+0.1%) vs. Q2 2021
- New holders
- 47
- 160 more added
- Sold out
- 25
- 124 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4 | $0 | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 31 | $0 | 0.00% | +31 | New |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | +5 | New |
| Exane Derivatives | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $943 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| MCF Advisors LLC | 16 | $2.00K | 0.00% | +16 | New |
| Kozak & Associates, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 19 | $2.24K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $3.00K | 0.00% | +23 | New |
| PFG Private Wealth Management, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Earnest Partners LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Zions Bancorporation, N.A. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $5.00K | 0.00% | +41 | New |
| Creative Financial Designs Inc | 55 | $6.00K | 0.00% | −80−59.3% | Reduced |
| MUFG Americas Holdings Corp | 52 | $6.00K | 0.00% | +52 | New |
| Ancora Advisors, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 66 | $8.00K | 0.00% | +66 | New |
| Evolution Wealth Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 74 | $9.00K | 0.00% | +74 | New |
| First Horizon Advisors, Inc. | 88 | $10.0K | 0.00% | +88 | New |
| Asset Dedication, LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 94 | $11.0K | 0.00% | +1+1.1% | Added |
| First Command Bank | 95 | $11.0K | 0.00% | +95 | New |
| First Command Financial Services, Inc. | 95 | $11.0K | 0.00% | +95 | 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 |
| Global Retirement Partners, LLC | 104 | $12.0K | 0.00% | +53+103.9% | Added |
| Lindbrook Capital, LLC | 107 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 102 | $13.0K | 0.01% | +1+1.0% | Added |
| Clearview Wealth Advisors LLC | 106 | $13.0K | 0.01% | +9+9.3% | Added |
| Edmond de Rothschild Holding S.A. | 110 | $13.0K | 0.00% | +110 | New |
| Dark Forest Capital Management LP | 114 | $13.0K | 0.00% | +114 | New |
| FAI Wealth Management | 124 | $14.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 141 | $17.0K | 0.00% | +23+19.5% | Added |
| Smithfield Trust Co | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $18.0K | 0.00% | +5+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 153 | $18.0K | 0.00% | +42+37.8% | Added |
| Charter Oak Capital Management, LLC | 166 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 196 | $23.1K | 0.00% | +60+44.1% | Added |
| Tortoise Investment Management, LLC | 204 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 211 | $25.0K | 0.01% | −9−4.1% | Reduced |
| Farmers & Merchants Investments Inc | 220 | $26.0K | 0.00% | +180+450.0% | Added |
| Montag A & Associates Inc | 240 | $28.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $31.9K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 300 | $35.0K | 0.00% | −42−12.3% | Reduced |
| Bartlett & Co. LLC | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $35.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 312 | $37.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 315 | $37.0K | 0.00% | +315 | New |
| State of Wyoming | 326 | $38.0K | 0.02% | +326 | New |
| Sugarloaf Wealth Management, LLC | 385 | $45.0K | 0.01% | +3+0.8% | Added |
| Harbour Investments, Inc. | 409 | $48.0K | 0.00% | +107+35.4% | Added |
| Bessemer Group Inc | 421 | $49.0K | 0.00% | +45+12.0% | Added |
| Parallel Advisors, LLC | 465 | $55.0K | 0.00% | +232+99.6% | Added |
| PSI Advisors, LLC | 470 | $55.0K | 0.03% | +470 | New |
| Carmichael Hill & Associates, Inc. | 487 | $57.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 500 | $59.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 525 | $61.0K | 0.00% | +125+31.3% | Added |
| Delta Asset Management LLC | 525 | $62.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 538 | $63.0K | 0.01% | +110+25.7% | Added |
| Arkadios Wealth Advisors | 550 | $64.0K | 0.01% | +51+10.2% | Added |
| Group One Trading, L.P. | 604 | $71.0K | 0.00% | +604 | New |
| US Asset Management LLC | 599 | $71.0K | 0.07% | +599 | New |
| Twin Tree Management, LP | 613 | $72.0K | 0.00% | +613 | New |
| Migdal Insurance & Financial Holdings Ltd. | 690 | $81.0K | 0.00% | −16,358−96.0% | Reduced |
| Ellis Investment Partners, LLC | 810 | $95.0K | 0.02% | +7+0.9% | Added |
| Toth Financial Advisory Corp | 842 | $99.0K | 0.02% | +5+0.6% | Added |
| Advisors Asset Management, Inc. | 848 | $100.0K | 0.00% | −888−51.2% | Reduced |
| Gulf International Bank (UK) Ltd | 2,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 877 | $103.0K | 0.00% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 986 | $116.0K | 0.02% | +7+0.7% | Added |
| Whittier Trust Co | 1,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $118.0K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,000 | $119.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,032 | $122.0K | 0.01% | +393+61.5% | Added |
| IFP Advisors, Inc | 1,064 | $126.0K | 0.00% | +595+126.9% | Added |
| Penn Mutual Asset Management, LLC | 1,130 | $140.0K | 0.22% | −750−39.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $141.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,253 | $148.0K | 0.01% | +265+26.8% | Added |