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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 950,727 | $112.2M | 0.03% | +32,516+3.5% | Added |
| APG Asset Management US Inc. | 954,300 | $115.5M | 0.71% | +2,500+0.3% | Added |
| Northern Trust Corp | 1,030,725 | $121.6M | 0.02% | −53,380−4.9% | Reduced |
| Dimensional Fund Advisors LP | 1,122,230 | $132.4M | 0.04% | −22,391−2.0% | Reduced |
| ProShare Advisors LLC | 1,233,430 | $145.5M | 0.41% | +22,271+1.8% | Added |
| Geode Capital Management, LLC | 1,463,618 | $172.5M | 0.02% | +32,607+2.3% | Added |
| Resolution Capital Ltd | 2,483,244 | $293.0M | 3.89% | −207,700−7.7% | Reduced |
| Cohen & Steers, Inc. | 2,680,579 | $316.4M | 0.59% | +216,273+8.8% | Added |
| Capital Research Global Investors | 4,038,663 | $476.5M | 0.11% | +1,4060.0% | Added |
| JPMorgan Chase & Co | 4,722,033 | $557.2M | 0.07% | +991,299+26.6% | Added |
| BlackRock Inc. | 7,187,577 | $848.1M | 0.02% | −59,082−0.8% | Reduced |
| Norges Bank | 7,212,626 | $851.0M | 0.19% | 00.0% | Unchanged |
| State Street Corp | 7,232,647 | $861.0M | 0.05% | −496,383−6.4% | Reduced |
| Vanguard Group Inc | 11,805,398 | $1.39B | 0.03% | +57,238+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −38,935−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −16,172−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −11,017−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −8,241−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Portland Investment Counsel Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| Bel Air Investment Advisors LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| Horan Securities, Inc. | – | – | – | – | Not filed |