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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 36,669 | $4.33M | 0.01% | +14,713+67.0% | Added |
| Pictet Asset Management SA | 37,677 | $4.45M | 0.00% | +37,677 | New |
| Royal Bank of Canada | 38,196 | $4.51M | 0.00% | −5,528−12.6% | Reduced |
| Stifel Financial Corp | 39,403 | $4.65M | 0.01% | −1,040−2.6% | Reduced |
| Treasurer of the State of North Carolina | 40,044 | $4.72M | 0.03% | +1,029+2.6% | Added |
| Standard Life Aberdeen plc | 39,762 | $4.74M | 0.01% | −489−1.2% | Reduced |
| Canada Pension Plan Investment Board | 41,645 | $4.91M | 0.01% | +18,366+78.9% | Added |
| GEM Realty Capital | 43,532 | $5.14M | 2.08% | −11,568−21.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 44,134 | $5.21M | 0.02% | −2,114−4.6% | Reduced |
| CIBC World Markets Corp | 44,500 | $5.25M | 0.04% | +12,365+38.5% | Added |
| Advisor Group Holdings, Inc. | 44,573 | $5.27M | 0.01% | +2,136+5.0% | Added |
| CBOE Vest Financial, LLC | 44,900 | $5.30M | 1.61% | +8,192+22.3% | Added |
| Carlson Capital L P | 47,911 | $5.65M | 0.30% | −2,506−5.0% | Reduced |
| Jefferies Group LLC | 48,000 | $5.66M | 0.14% | −424,300−89.8% | Reduced |
| Truist Financial Corp | 49,112 | $5.79M | 0.01% | +742+1.5% | Added |
| Allianz Asset Management GmbH | 49,262 | $5.81M | 0.00% | 00.0% | Unchanged |
| Zimmer Partners, LP | 50,000 | $5.90M | 0.09% | +50,000 | New |
| State of Alaska, Department of Revenue | 50,691 | $5.98M | 0.06% | +7,229+16.6% | Added |
| Mattern Capital Management, LLC | 51,091 | $6.03M | 1.19% | +658+1.3% | Added |
| Tudor Investment Corp Et Al | 51,223 | $6.04M | 0.12% | +51,223 | New |
| Calamos Advisors LLC | 52,568 | $6.20M | 0.03% | +4,625+9.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53,000 | $6.25M | 0.02% | −81,744−60.7% | Reduced |
| Westpac Banking Corp | 55,842 | $6.59M | 0.07% | −3,898−6.5% | Reduced |
| Amundi | 60,019 | $7.08M | 0.00% | −35,326−37.1% | Reduced |
| Nisa Investment Advisors, LLC | 61,323 | $7.24M | 0.04% | +160.0% | Added |
| Manufacturers Life Insurance Company, The | 63,261 | $7.46M | 0.01% | −16,336−20.5% | Reduced |
| Envestnet Asset Management Inc | 63,394 | $7.48M | 0.00% | +1,945+3.2% | Added |
| Russell Investments Group, Ltd. | 64,705 | $7.63M | 0.01% | −26,978−29.4% | Reduced |
| Janney Montgomery Scott LLC | 70,149 | $8.28M | 0.04% | +7,181+11.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,329 | $8.30M | 0.03% | +23,943+51.6% | Added |
| State of Wisconsin Investment Board | 71,599 | $8.45M | 0.02% | +5,902+9.0% | Added |
| Guggenheim Capital LLC | 71,826 | $8.47M | 0.05% | +540+0.8% | Added |
| Bank of Montreal | 70,462 | $8.51M | 0.00% | +16,776+31.2% | Added |
| Retirement Systems of Alabama | 72,291 | $8.53M | 0.03% | −1,542−2.1% | Reduced |
| Great West Life Assurance Co | 72,135 | $8.57M | 0.02% | +5,010+7.5% | Added |
| Adage Capital Partners GP, L.L.C. | 74,900 | $8.84M | 0.02% | −1,100−1.4% | Reduced |
| New York State Teachers Retirement System | 82,491 | $9.73M | 0.02% | −320.0% | Reduced |
| State of New Jersey Common Pension Fund D | 84,144 | $9.93M | 0.03% | +783+0.9% | Added |
| Lincluden Management Ltd | 85,701 | $10.1M | 1.01% | −3,158−3.6% | Reduced |
| Victory Capital Management Inc | 86,562 | $10.2M | 0.01% | +6,906+8.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90,294 | $10.7M | 0.05% | −4,568−4.8% | Reduced |
| Centersquare Investment Management LLC | 90,705 | $10.7M | 0.11% | −144,219−61.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 92,000 | $10.9M | 0.02% | −46,000−33.3% | Reduced |
| M&G Investment Management Ltd | 92,704 | $10.9M | 0.05% | +23,382+33.7% | Added |
| State Board of Administration of Florida Retirement System | 93,350 | $11.0M | 0.02% | −100−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 94,208 | $11.1M | 0.06% | 00.0% | Unchanged |
| Davis Selected Advisers | 97,750 | $11.5M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 98,940 | $11.7M | 0.04% | +11,670+13.4% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $11.8M | 1.12% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 104,392 | $12.3M | 0.06% | +93,597+867.0% | Added |
| Cbre Clarion Securities LLC | 104,402 | $12.3M | 0.22% | +16,144+18.3% | Added |
| UBS Group AG | 105,041 | $12.4M | 0.01% | +1,695+1.6% | Added |
| Alyeska Investment Group, L.P. | 107,254 | $12.7M | 0.16% | +57,885+117.2% | Added |
| Asset Management One Co.,Ltd. | 109,033 | $12.9M | 0.05% | −11,824−9.8% | Reduced |
| Nomura Asset Management Co Ltd | 110,646 | $13.1M | 0.07% | +9,050+8.9% | Added |
| Renaissance Technologies LLC | 111,800 | $13.2M | 0.02% | +111,800 | New |
| AXA S.A. | 112,920 | $13.3M | 0.04% | +43,164+61.9% | Added |
| Public Employees Retirement System of Ohio | 115,637 | $13.6M | 0.05% | −4,217−3.5% | Reduced |
| New York State Common Retirement Fund | 118,442 | $14.0M | 0.01% | +14,044+13.5% | Added |
| Deutsche Bank AG | 122,631 | $14.5M | 0.01% | −47,729−28.0% | Reduced |
| RWC Asset Management LLP | 123,267 | $14.5M | 0.44% | +4,197+3.5% | Added |
| California State Teachers Retirement System | 123,679 | $14.6M | 0.02% | −7,680−5.8% | Reduced |
| Credit Suisse AG | 133,154 | $15.7M | 0.01% | −62,002−31.8% | Reduced |
| Adelante Capital Management LLC | 143,969 | $17.0M | 0.86% | −39,219−21.4% | Reduced |
| Rhumbline Advisers | 146,106 | $17.2M | 0.02% | −4,142−2.8% | Reduced |
| Citigroup Inc | 153,865 | $18.2M | 0.02% | −17,919−10.4% | Reduced |
| Swiss National Bank | 154,600 | $18.2M | 0.01% | +2,300+1.5% | Added |
| Capital Growth Management LP | 160,000 | $18.9M | 1.73% | +105,000+190.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 161,496 | $19.1M | 0.01% | −4,250−2.6% | Reduced |
| State of Tennessee, Treasury Department | 165,902 | $19.6M | 0.08% | −648−0.4% | Reduced |
| California Public Employees Retirement System | 176,444 | $20.8M | 0.02% | +1,678+1.0% | Added |
| Schroder Investment Management Group | 194,876 | $23.0M | 0.04% | +19,329+11.0% | Added |
| NN Investment Partners Holdings N.V. | 204,867 | $24.2M | 0.13% | +68,049+49.7% | Added |
| Barclays PLC | 222,068 | $26.2M | 0.02% | +88,776+66.6% | Added |
| Los Angeles Capital Management LLC | 222,249 | $26.2M | 0.12% | +156,516+238.1% | Added |
| Goldman Sachs Group Inc | 224,658 | $26.5M | 0.01% | −109,331−32.7% | Reduced |
| Ameriprise Financial Inc | 230,650 | $27.2M | 0.01% | −71,728−23.7% | Reduced |
| AMP Capital Investors Ltd | 232,254 | $27.4M | 0.15% | −79,514−25.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 258,341 | $30.5M | 0.67% | +54,433+26.7% | Added |
| Parametric Portfolio Associates LLC | 272,456 | $32.1M | 0.02% | +15,406+6.0% | Added |
| HSBC Holdings PLC | 269,657 | $32.3M | 0.04% | −47,722−15.0% | Reduced |
| Northwood Liquid Management LP | 347,659 | $41.0M | 8.10% | +25,973+8.1% | Added |
| Bank of America Corp | 348,373 | $41.1M | 0.00% | +63,642+22.4% | Added |
| Morgan Stanley | 362,098 | $42.7M | 0.01% | +36,060+11.1% | Added |
| Aew Capital Management L P | 364,972 | $43.1M | 1.28% | −9,375−2.5% | Reduced |
| Alliancebernstein L.P. | 365,828 | $43.2M | 0.02% | +235,312+180.3% | Added |
| SEI Investments Co | 406,525 | $48.0M | 0.10% | −34,992−7.9% | Reduced |
| Clark Capital Management Group, Inc. | 436,472 | $51.5M | 0.70% | +14,424+3.4% | Added |
| Brookfield Asset Management Inc. | 439,586 | $51.9M | 0.21% | +10,700+2.5% | Added |
| Prudential Financial Inc | 471,724 | $56.2M | 0.08% | +307,083+186.5% | Added |
| UBS Asset Management Americas Inc | 477,308 | $56.3M | 0.02% | +8,222+1.8% | Added |
| Principal Financial Group Inc | 499,898 | $59.0M | 0.04% | −8,764−1.7% | Reduced |
| Nuveen Asset Management, LLC | 504,073 | $59.5M | 0.02% | +45,066+9.8% | Added |
| Price T Rowe Associates Inc | 548,586 | $64.7M | 0.01% | +148,509+37.1% | Added |
| Waterfront Capital Partners, LLC | 605,515 | $71.4M | 5.03% | +237,501+64.5% | Added |
| Bank of New York Mellon Corp | 619,621 | $73.1M | 0.01% | −31,715−4.9% | Reduced |
| Heitman Real Estate Securities LLC | 697,281 | $82.3M | 3.74% | +108,725+18.5% | Added |
| Invesco Ltd. | 844,974 | $99.7M | 0.03% | +46,555+5.8% | Added |
| Legal & General Group Plc | 860,783 | $101.6M | 0.03% | +30,752+3.7% | Added |
| Charles Schwab Investment Management Inc | 910,213 | $107.4M | 0.04% | +20,172+2.3% | Added |