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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,829 | $805.0K | 0.02% | +284+4.3% | Added |
| Brown Advisory Inc | 6,923 | $817.0K | 0.00% | −1,360−16.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,210 | $851.0K | 0.00% | −17,046−70.3% | Reduced |
| Sigma Planning Corp | 7,315 | $863.0K | 0.03% | +291+4.1% | Added |
| Profund Advisors LLC | 7,353 | $868.0K | 0.03% | +4,371+146.6% | Added |
| United Capital Financial Advisers, LLC | 7,437 | $878.0K | 0.00% | −418−5.3% | Reduced |
| First National Trust Co | 7,443 | $878.0K | 0.05% | +19+0.3% | Added |
| Panagora Asset Management Inc | 7,490 | $884.0K | 0.00% | −12−0.2% | Reduced |
| Franklin Resources Inc | 7,579 | $894.0K | 0.00% | +2,993+65.3% | Added |
| Norinchukin Bank, The | 7,605 | $897.0K | 0.01% | +501+7.1% | Added |
| Mid Atlantic Financial Management Inc | 7,680 | $906.0K | 0.06% | −211−2.7% | Reduced |
| Jane Street Group, LLC | 7,785 | $919.0K | 0.00% | −1,435−15.6% | Reduced |
| Fort Point Capital Partners LLC | 7,834 | $924.0K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,885 | $930.0K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,076 | $953.0K | 0.05% | −266−3.2% | Reduced |
| Eaton Vance Management | 8,523 | $954.0K | 0.00% | −49−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 8,200 | $968.0K | 0.01% | −6,900−45.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,563 | $1.01M | 0.00% | +469+5.8% | Added |
| Burke & Herbert Bank & Trust Co | 8,580 | $1.01M | 0.65% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 8,602 | $1.01M | 0.08% | +649+8.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,771 | $1.03M | 0.01% | −94−1.1% | Reduced |
| Prospera Financial Services Inc | 8,965 | $1.06M | 0.05% | −245−2.7% | Reduced |
| Kesler, Norman & Wride, LLC | 9,026 | $1.06M | 0.25% | −40−0.4% | Reduced |
| Mutual of America Capital Management LLC | 9,182 | $1.08M | 0.01% | −49−0.5% | Reduced |
| USA Financial Portformulas Corp | 9,212 | $1.09M | 0.97% | +9,212 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,464 | $1.12M | 0.13% | −410−4.2% | Reduced |
| Gladstone Institutional Advisory LLC | 10,074 | $1.19M | 0.12% | +10,074 | New |
| Public Employees Retirement Association of Colorado | 10,459 | $1.23M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 10,497 | $1.24M | 0.00% | −28,323−73.0% | Reduced |
| Mackay Shields LLC | 10,626 | $1.25M | 0.01% | −313−2.9% | Reduced |
| FourThought Financial, LLC | 10,743 | $1.27M | 0.17% | +155+1.5% | Added |
| Texas Permanent School Fund | 10,813 | $1.28M | 0.02% | −942−8.0% | Reduced |
| Algert Global LLC | 10,976 | $1.29M | 0.17% | +10,976 | New |
| Teacher Retirement System of Texas | 11,133 | $1.31M | 0.01% | +2,183+24.4% | Added |
| Chartwell Investment Partners, LLC | 11,402 | $1.34M | 0.04% | +11,402 | New |
| Bank of Nova Scotia | 11,434 | $1.35M | 0.00% | +777+7.3% | Added |
| MML Investors Services, LLC | 11,690 | $1.38M | 0.01% | +287+2.5% | Added |
| Public Sector Pension Investment Board | 11,812 | $1.39M | 0.01% | +720+6.5% | Added |
| Marshall Wace, LLP | 12,160 | $1.44M | 0.01% | +12,160 | New |
| Ameritas Investment Partners, Inc. | 12,271 | $1.45M | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,084 | $1.46M | 0.03% | −23,238−65.8% | Reduced |
| Loudon Investment Management, LLC | 12,396 | $1.46M | 1.04% | −710−5.4% | Reduced |
| Phocas Financial Corp. | 12,425 | $1.47M | 0.19% | +110+0.9% | Added |
| Rockefeller Capital Management L.P. | 12,678 | $1.50M | 0.01% | +12,642+35,116.7% | Added |
| Cresset Asset Management, LLC | 12,875 | $1.53M | 0.02% | +2,081+19.3% | Added |
| Janus Henderson Group PLC | 13,017 | $1.54M | 0.00% | −135,659−91.2% | Reduced |
| Metropolitan Life Insurance Co | 13,034 | $1.54M | 0.02% | −209−1.6% | Reduced |
| Natixis Advisors, L.P. | 13,083 | $1.54M | 0.01% | −1,180−8.3% | Reduced |
| Spirit of America Management Corp | 13,200 | $1.56M | 0.34% | +1,900+16.8% | Added |
| Ensign Peak Advisors, Inc | 13,294 | $1.57M | 0.00% | +155+1.2% | Added |
| Handelsbanken Fonder AB | 13,300 | $1.57M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 13,323 | $1.57M | 0.00% | −600−4.3% | Reduced |
| Utah Retirement Systems | 13,970 | $1.65M | 0.02% | −600−4.1% | Reduced |
| Susquehanna International Group, LLP | 14,290 | $1.69M | 0.00% | −1,165−7.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,476 | $1.71M | 0.03% | +278+2.0% | Added |
| Jupiter Asset Management Ltd | 14,508 | $1.71M | 0.02% | +11,979+473.7% | Added |
| Nomura Holdings Inc | 14,222 | $1.72M | 0.01% | +443+3.2% | Added |
| Tower Research Capital LLC (TRC) | 14,709 | $1.74M | 0.04% | +12,383+532.4% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.82M | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 15,510 | $1.83M | 0.07% | +15,510 | New |
| MetLife Investment Management | 15,807 | $1.87M | 0.02% | −596−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 16,102 | $1.90M | 0.00% | −66,048−80.4% | Reduced |
| SG Americas Securities, LLC | 16,186 | $1.91M | 0.01% | +5,309+48.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,312 | $1.93M | 0.00% | +11,730+256.0% | Added |
| Pendal Group Limited | 16,400 | $1.94M | 0.02% | +1,200+7.9% | Added |
| State of Michigan Retirement System | 17,578 | $2.07M | 0.01% | −200−1.1% | Reduced |
| HighTower Advisors, LLC | 17,702 | $2.08M | 0.01% | +3,263+22.6% | Added |
| Peapack Gladstone Financial Corp | 17,773 | $2.10M | 0.04% | +344+2.0% | Added |
| Comerica Bank | 18,068 | $2.18M | 0.01% | −3,406−15.9% | Reduced |
| Arizona State Retirement System | 19,062 | $2.25M | 0.02% | +286+1.5% | Added |
| Daiwa Securities Group Inc. | 19,452 | $2.29M | 0.02% | +482+2.5% | Added |
| Wealthfront Advisers LLC | 19,590 | $2.31M | 0.01% | −6,496−24.9% | Reduced |
| First Trust Advisors LP | 20,751 | $2.45M | 0.00% | −7,791−27.3% | Reduced |
| Stephens Inc | 20,890 | $2.46M | 0.04% | −11,471−35.4% | Reduced |
| American International Group, Inc. | 20,982 | $2.48M | 0.01% | −684−3.2% | Reduced |
| Storebrand Asset Management AS | 21,429 | $2.53M | 0.01% | −937−4.2% | Reduced |
| Eii Capital Management, Inc. | 21,762 | $2.57M | 1.21% | +447+2.1% | Added |
| Tiedemann Advisors, LLC | 21,628 | $2.58M | 0.14% | +151+0.7% | Added |
| DekaBank Deutsche Girozentrale | 21,541 | $2.59M | 0.01% | −337−1.5% | Reduced |
| HRT Financial LP | 22,407 | $2.64M | 0.02% | +22,407 | New |
| Vident Investment Advisory, LLC | 23,057 | $2.72M | 0.08% | −3,150−12.0% | Reduced |
| Kinloch Capital, LLC | 23,527 | $2.78M | 1.96% | +1,731+7.9% | Added |
| Two Sigma Investments, LP | 24,618 | $2.90M | 0.01% | +24,618 | New |
| ExodusPoint Capital Management, LP | 25,855 | $3.05M | 0.05% | +24,026+1,313.6% | Added |
| Amalgamated Bank | 26,297 | $3.10M | 0.03% | −724−2.7% | Reduced |
| Advisors Capital Management, LLC | 26,925 | $3.18M | 0.10% | −606−2.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 27,726 | $3.27M | 1.13% | −47−0.2% | Reduced |
| Royal London Asset Management Ltd | 28,467 | $3.36M | 0.01% | +1,772+6.6% | Added |
| Voya Investment Management LLC | 28,755 | $3.39M | 0.01% | −457−1.6% | Reduced |
| Toronto Dominion Bank | 29,792 | $3.52M | 0.01% | −13,042−30.4% | Reduced |
| Van Eck Associates Corp | 29,852 | $3.52M | 0.01% | +7,915+36.1% | Added |
| Aviva PLC | 30,437 | $3.59M | 0.02% | −120−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,120 | $3.67M | 0.02% | +105+0.3% | Added |
| LPL Financial LLC | 31,136 | $3.67M | 0.00% | +11,353+57.4% | Added |
| Swiss Life Asset Management Ltd | 33,474 | $3.95M | 0.05% | +28,015+513.2% | Added |
| Massachusetts Financial Services Co | 34,256 | $4.04M | 0.00% | +34,256 | New |
| Raymond James & Associates | 34,349 | $4.05M | 0.00% | +4,784+16.2% | Added |
| Macquarie Group Ltd | 34,944 | $4.12M | 0.00% | −29,098−45.4% | Reduced |
| FIL Ltd | 34,950 | $4.12M | 0.00% | +7,200+25.9% | Added |
| The PNC Financial Services Group, Inc. | 36,422 | $4.30M | 0.00% | −246−0.7% | Reduced |