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 |
|---|---|---|---|---|---|
| BBVA USA | 1,351 | $159.0K | 0.01% | +103+8.3% | Added |
| PGGM Investments | 1,482 | $175.0K | 0.00% | −1,910,413−99.9% | Reduced |
| DuPont Capital Management Corp | 1,499 | $177.0K | 0.01% | +252+20.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,607 | $190.0K | 0.00% | +98+6.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,714 | $202.0K | 0.00% | +1,714 | New |
| Mission Wealth Management, LP | 1,750 | $206.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,738 | $206.0K | 0.01% | +1,738 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,782 | $210.0K | 0.02% | −60−3.3% | Reduced |
| Greenleaf Trust | 1,792 | $211.0K | 0.00% | −2−0.1% | Reduced |
| Putnam Investments LLC | 1,860 | $219.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,858 | $219.0K | 0.01% | −2−0.1% | Reduced |
| XTX Topco Ltd | 1,862 | $220.0K | 0.07% | +1,862 | New |
| Dynamic Technology Lab Private Ltd | 1,876 | $221.0K | 0.03% | −939−33.4% | Reduced |
| Samalin Investment Counsel, LLC | 1,912 | $226.0K | 0.15% | −46−2.3% | Reduced |
| Commerce Bank | 1,923 | $227.0K | 0.00% | +1,923 | New |
| Financial Network Wealth Management LLC | 2,000 | $236.0K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 2,054 | $242.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,102 | $248.0K | 0.02% | +95+4.7% | Added |
| 1832 Asset Management L.P. | 2,403 | $251.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,149 | $253.0K | 0.03% | +2,149 | New |
| Lafayette Investments, Inc. | 2,150 | $254.0K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,160 | $255.0K | 0.02% | +2,160 | New |
| AlphaCrest Capital Management LLC | 2,197 | $259.0K | 0.01% | −2,987−57.6% | Reduced |
| IBM Retirement Fund | 2,194 | $259.0K | 0.02% | 00.0% | Unchanged |
| Insight Folios Inc | 2,195 | $259.0K | 0.14% | +180+8.9% | Added |
| Winton Group Ltd | 2,196 | $259.0K | 0.01% | +2,196 | New |
| Cigna Investments Inc | 2,207 | $260.0K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $260.0K | 0.16% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,204 | $260.0K | 0.10% | +451+25.7% | Added |
| Natixis | 2,226 | $263.0K | 0.00% | +2,226 | New |
| Bayesian Capital Management, LP | 2,260 | $267.0K | 0.08% | +2,260 | New |
| Cambridge Investment Research Advisors, Inc. | 2,353 | $278.0K | 0.00% | +84+3.7% | Added |
| Neuberger Berman Group LLC | 2,457 | $280.0K | 0.00% | −31−1.2% | Reduced |
| Keybank National Association | 2,409 | $284.0K | 0.00% | 00.0% | Unchanged |
| World Asset Management Inc | 2,494 | $294.0K | 0.03% | −169−6.3% | Reduced |
| Gsa Capital Partners LLP | 2,496 | $295.0K | 0.03% | −243−8.9% | Reduced |
| Smith Shellnut Wilson LLC | 2,589 | $305.0K | 0.18% | +38+1.5% | Added |
| Holloway Wealth Management, LLC | – | $306.0K | 0.09% | – | – |
| Kaizen Financial Strategies | 2,590 | $306.0K | 0.25% | +2,590 | New |
| Laurion Capital Management LP | 2,800 | $330.0K | 0.00% | +2,800 | New |
| Strategy Asset Managers LLC | 2,850 | $336.0K | 0.07% | +76+2.7% | Added |
| Inverness Counsel LLC | 2,938 | $347.0K | 0.01% | −418−12.5% | Reduced |
| Fifth Third Bancorp | 3,061 | $361.0K | 0.00% | +183+6.4% | Added |
| Crossmark Global Holdings, Inc. | 3,105 | $366.0K | 0.01% | −150−4.6% | Reduced |
| Meeder Asset Management Inc | 3,112 | $367.0K | 0.02% | −1,907−38.0% | Reduced |
| Principal Street Partners, LLC | 3,128 | $369.0K | 0.10% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,170 | $374.0K | 0.01% | −6−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,179 | $375.0K | 0.01% | −35−1.1% | Reduced |
| F3Logic, LLC | 3,175 | $376.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,165 | $385.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,413 | $403.0K | 0.01% | +2,269+198.3% | Added |
| Teamwork Financial Advisors, LLC | 3,467 | $409.0K | 0.08% | +19+0.6% | Added |
| Altium Wealth Management LLC | 3,503 | $413.0K | 0.03% | +561+19.1% | Added |
| Baird Financial Group, Inc. | 3,520 | $415.0K | 0.00% | +1,474+72.0% | Added |
| Ethic Inc. | 3,612 | $426.0K | 0.04% | +73+2.1% | Added |
| Xponance, Inc. | 3,630 | $428.0K | 0.01% | −431−10.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,770 | $445.0K | 0.00% | +2,100+125.7% | Added |
| KCM Investment Advisors LLC | 3,873 | $457.0K | 0.02% | +26+0.7% | Added |
| US Bancorp | 3,883 | $458.0K | 0.00% | +134+3.6% | Added |
| Kentucky Retirement Systems | 3,987 | $470.0K | 0.02% | −133−3.2% | Reduced |
| Cetera Advisor Networks LLC | 4,090 | $483.0K | 0.01% | −1,295−24.0% | Reduced |
| Great Lakes Advisors, LLC | 4,127 | $487.0K | 0.01% | −13,470−76.5% | Reduced |
| Sandy Spring Bank | 4,155 | $490.0K | 0.03% | +12+0.3% | Added |
| Contravisory Investment Management, Inc. | 4,356 | $514.0K | 0.16% | +917+26.7% | Added |
| First Republic Investment Management, Inc. | 4,387 | $518.0K | 0.00% | −2,291−34.3% | Reduced |
| Louisiana State Employees Retirement System | 4,400 | $519.0K | 0.01% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,429 | $523.0K | 0.60% | +200+4.7% | Added |
| Pacer Advisors, Inc. | 4,442 | $524.0K | 0.01% | +783+21.4% | Added |
| Cetera Investment Advisers | 4,494 | $530.0K | 0.01% | −887−16.5% | Reduced |
| Rafferty Asset Management, LLC | 4,522 | $534.0K | 0.00% | −1,006−18.2% | Reduced |
| JustInvest LLC | 4,551 | $537.0K | 0.05% | −1,363−23.0% | Reduced |
| Quadrature Capital Ltd | 4,567 | $539.0K | 0.02% | −45−1.0% | Reduced |
| New Mexico Educational Retirement Board | 4,650 | $549.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,742 | $559.0K | 0.00% | +1,261+36.2% | Added |
| Northwest & Ethical Investments L.P. | 5,084 | $599.9K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,150 | $608.0K | 0.01% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 5,200 | $614.0K | 0.23% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,259 | $621.0K | 0.00% | −117−2.2% | Reduced |
| AE Wealth Management LLC | 5,508 | $650.0K | 0.01% | −278−4.8% | Reduced |
| Monetary Management Group Inc | 5,550 | $655.0K | 0.18% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,556 | $655.0K | 0.01% | +1,087+24.3% | Added |
| Oregon Public Employees Retirement Fund | 5,661 | $668.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,670 | $669.0K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,596 | $677.0K | 0.06% | +17+0.3% | Added |
| Securian Asset Management, Inc | 5,763 | $680.0K | 0.01% | −200−3.4% | Reduced |
| Eudaimonia Partners, LLC | 5,760 | $680.0K | 0.12% | +197+3.5% | Added |
| AQR Capital Management LLC | 5,765 | $680.0K | 0.00% | +1,101+23.6% | Added |
| Maryland State Retirement & Pension System | 5,739 | $691.0K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 5,876 | $693.0K | 0.01% | +65+1.1% | Added |
| Cubist Systematic Strategies, LLC | 5,919 | $698.0K | 0.01% | +3,798+179.1% | Added |
| Redpoint Investment Management Pty Ltd | 6,090 | $719.0K | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 6,388 | $754.0K | 0.00% | −4,919−43.5% | Reduced |
| M&T Bank Corp | 6,424 | $757.0K | 0.00% | +185+3.0% | Added |
| Hartford Investment Management Co | 6,546 | $772.0K | 0.02% | −900−12.1% | Reduced |
| CIBC Asset Management Inc | 6,544 | $772.0K | 0.00% | +247+3.9% | Added |
| Avantax Advisory Services, Inc. | 6,575 | $777.0K | 0.01% | −446−6.4% | Reduced |
| Tobam | 6,622 | $781.0K | 0.03% | −158−2.3% | Reduced |
| Two Sigma Advisers, LP | 6,700 | $791.0K | 0.00% | +3,400+103.0% | Added |
| Commonwealth Equity Services, LLC | 6,775 | $799.0K | 0.00% | +802+13.4% | Added |
| Nissay Asset Management Corp | 6,782 | $800.0K | 0.01% | +286+4.4% | Added |