Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 7,885 | $930.0K | 0.07% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,834 | $924.0K | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,785 | $919.0K | 0.00% | −1,435−15.6% | Reduced |
| Mid Atlantic Financial Management Inc | 7,680 | $906.0K | 0.06% | −211−2.7% | Reduced |
| Norinchukin Bank, The | 7,605 | $897.0K | 0.01% | +501+7.1% | Added |
| Franklin Resources Inc | 7,579 | $894.0K | 0.00% | +2,993+65.3% | Added |
| Panagora Asset Management Inc | 7,490 | $884.0K | 0.00% | −12−0.2% | Reduced |
| 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 |
| Profund Advisors LLC | 7,353 | $868.0K | 0.03% | +4,371+146.6% | Added |
| Sigma Planning Corp | 7,315 | $863.0K | 0.03% | +291+4.1% | Added |
| D. E. Shaw & Co., Inc. | 7,210 | $851.0K | 0.00% | −17,046−70.3% | Reduced |
| Brown Advisory Inc | 6,923 | $817.0K | 0.00% | −1,360−16.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,829 | $805.0K | 0.02% | +284+4.3% | Added |
| Nissay Asset Management Corp | 6,782 | $800.0K | 0.01% | +286+4.4% | Added |
| Commonwealth Equity Services, LLC | 6,775 | $799.0K | 0.00% | +802+13.4% | Added |
| Two Sigma Advisers, LP | 6,700 | $791.0K | 0.00% | +3,400+103.0% | Added |
| Tobam | 6,622 | $781.0K | 0.03% | −158−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 6,575 | $777.0K | 0.01% | −446−6.4% | Reduced |
| 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 |
| M&T Bank Corp | 6,424 | $757.0K | 0.00% | +185+3.0% | Added |
| American Century Companies Inc | 6,388 | $754.0K | 0.00% | −4,919−43.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,090 | $719.0K | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,919 | $698.0K | 0.01% | +3,798+179.1% | Added |
| ING Groep NV | 5,876 | $693.0K | 0.01% | +65+1.1% | Added |
| Maryland State Retirement & Pension System | 5,739 | $691.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Csenge Advisory Group | 5,596 | $677.0K | 0.06% | +17+0.3% | Added |
| Everence Capital Management Inc | 5,670 | $669.0K | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,661 | $668.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 5,508 | $650.0K | 0.01% | −278−4.8% | Reduced |
| Mackenzie Financial Corp | 5,259 | $621.0K | 0.00% | −117−2.2% | Reduced |
| Montgomery Investment Management Inc | 5,200 | $614.0K | 0.23% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,150 | $608.0K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 5,084 | $599.9K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,742 | $559.0K | 0.00% | +1,261+36.2% | Added |
| New Mexico Educational Retirement Board | 4,650 | $549.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,567 | $539.0K | 0.02% | −45−1.0% | Reduced |
| JustInvest LLC | 4,551 | $537.0K | 0.05% | −1,363−23.0% | Reduced |
| Rafferty Asset Management, LLC | 4,522 | $534.0K | 0.00% | −1,006−18.2% | Reduced |
| Cetera Investment Advisers | 4,494 | $530.0K | 0.01% | −887−16.5% | Reduced |
| Pacer Advisors, Inc. | 4,442 | $524.0K | 0.01% | +783+21.4% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,429 | $523.0K | 0.60% | +200+4.7% | Added |
| Louisiana State Employees Retirement System | 4,400 | $519.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,387 | $518.0K | 0.00% | −2,291−34.3% | Reduced |
| Contravisory Investment Management, Inc. | 4,356 | $514.0K | 0.16% | +917+26.7% | Added |
| Sandy Spring Bank | 4,155 | $490.0K | 0.03% | +12+0.3% | Added |
| Great Lakes Advisors, LLC | 4,127 | $487.0K | 0.01% | −13,470−76.5% | Reduced |
| Cetera Advisor Networks LLC | 4,090 | $483.0K | 0.01% | −1,295−24.0% | Reduced |
| Kentucky Retirement Systems | 3,987 | $470.0K | 0.02% | −133−3.2% | Reduced |
| US Bancorp | 3,883 | $458.0K | 0.00% | +134+3.6% | Added |
| KCM Investment Advisors LLC | 3,873 | $457.0K | 0.02% | +26+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,770 | $445.0K | 0.00% | +2,100+125.7% | Added |
| Xponance, Inc. | 3,630 | $428.0K | 0.01% | −431−10.6% | Reduced |
| Ethic Inc. | 3,612 | $426.0K | 0.04% | +73+2.1% | Added |
| Baird Financial Group, Inc. | 3,520 | $415.0K | 0.00% | +1,474+72.0% | Added |
| Altium Wealth Management LLC | 3,503 | $413.0K | 0.03% | +561+19.1% | Added |
| Teamwork Financial Advisors, LLC | 3,467 | $409.0K | 0.08% | +19+0.6% | Added |
| PEAK6 Investments LLC | 3,413 | $403.0K | 0.01% | +2,269+198.3% | Added |
| Fiduciary Group LLC | 3,165 | $385.0K | 0.04% | 00.0% | Unchanged |
| F3Logic, LLC | 3,175 | $376.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,179 | $375.0K | 0.01% | −35−1.1% | Reduced |
| Simplex Trading, LLC | 3,170 | $374.0K | 0.01% | −6−0.2% | Reduced |
| Principal Street Partners, LLC | 3,128 | $369.0K | 0.10% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,112 | $367.0K | 0.02% | −1,907−38.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,105 | $366.0K | 0.01% | −150−4.6% | Reduced |
| Fifth Third Bancorp | 3,061 | $361.0K | 0.00% | +183+6.4% | Added |
| Inverness Counsel LLC | 2,938 | $347.0K | 0.01% | −418−12.5% | Reduced |
| Strategy Asset Managers LLC | 2,850 | $336.0K | 0.07% | +76+2.7% | Added |
| Laurion Capital Management LP | 2,800 | $330.0K | 0.00% | +2,800 | New |
| Holloway Wealth Management, LLC | – | $306.0K | 0.09% | – | – |
| Kaizen Financial Strategies | 2,590 | $306.0K | 0.25% | +2,590 | New |
| Smith Shellnut Wilson LLC | 2,589 | $305.0K | 0.18% | +38+1.5% | Added |
| Gsa Capital Partners LLP | 2,496 | $295.0K | 0.03% | −243−8.9% | Reduced |
| World Asset Management Inc | 2,494 | $294.0K | 0.03% | −169−6.3% | Reduced |
| Keybank National Association | 2,409 | $284.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,457 | $280.0K | 0.00% | −31−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,353 | $278.0K | 0.00% | +84+3.7% | Added |
| Bayesian Capital Management, LP | 2,260 | $267.0K | 0.08% | +2,260 | New |
| Natixis | 2,226 | $263.0K | 0.00% | +2,226 | 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 |
| 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 |
| Vestmark Advisory Solutions, Inc. | 2,160 | $255.0K | 0.02% | +2,160 | New |
| Lafayette Investments, Inc. | 2,150 | $254.0K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,149 | $253.0K | 0.03% | +2,149 | New |
| 1832 Asset Management L.P. | 2,403 | $251.0K | 0.00% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,102 | $248.0K | 0.02% | +95+4.7% | Added |
| Spire Wealth Management | 2,054 | $242.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,000 | $236.0K | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 1,923 | $227.0K | 0.00% | +1,923 | New |