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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 1,912 | $226.0K | 0.15% | −46−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,876 | $221.0K | 0.03% | −939−33.4% | Reduced |
| XTX Topco Ltd | 1,862 | $220.0K | 0.07% | +1,862 | New |
| 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 |
| Greenleaf Trust | 1,792 | $211.0K | 0.00% | −2−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,782 | $210.0K | 0.02% | −60−3.3% | Reduced |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,714 | $202.0K | 0.00% | +1,714 | New |
| Northwestern Mutual Wealth Management Co | 1,607 | $190.0K | 0.00% | +98+6.5% | Added |
| DuPont Capital Management Corp | 1,499 | $177.0K | 0.01% | +252+20.2% | Added |
| PGGM Investments | 1,482 | $175.0K | 0.00% | −1,910,413−99.9% | Reduced |
| BBVA USA | 1,351 | $159.0K | 0.01% | +103+8.3% | Added |
| Signaturefd, LLC | 1,253 | $148.0K | 0.01% | +265+26.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $141.0K | 0.06% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 1,130 | $140.0K | 0.22% | −750−39.9% | Reduced |
| IFP Advisors, Inc | 1,064 | $126.0K | 0.00% | +595+126.9% | Added |
| Ellevest, Inc. | 1,032 | $122.0K | 0.01% | +393+61.5% | Added |
| Front Row Advisors LLC | 1,000 | $119.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $118.0K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 986 | $116.0K | 0.02% | +7+0.7% | Added |
| Gulf International Bank (UK) Ltd | 2,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 877 | $103.0K | 0.00% | +1+0.1% | Added |
| Advisors Asset Management, Inc. | 848 | $100.0K | 0.00% | −888−51.2% | Reduced |
| Toth Financial Advisory Corp | 842 | $99.0K | 0.02% | +5+0.6% | Added |
| Ellis Investment Partners, LLC | 810 | $95.0K | 0.02% | +7+0.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 690 | $81.0K | 0.00% | −16,358−96.0% | Reduced |
| Twin Tree Management, LP | 613 | $72.0K | 0.00% | +613 | New |
| Group One Trading, L.P. | 604 | $71.0K | 0.00% | +604 | New |
| US Asset Management LLC | 599 | $71.0K | 0.07% | +599 | New |
| Arkadios Wealth Advisors | 550 | $64.0K | 0.01% | +51+10.2% | Added |
| Berman Capital Advisors, LLC | 538 | $63.0K | 0.01% | +110+25.7% | Added |
| Delta Asset Management LLC | 525 | $62.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 525 | $61.0K | 0.00% | +125+31.3% | Added |
| Eagle Bay Advisors LLC | 500 | $59.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 487 | $57.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 465 | $55.0K | 0.00% | +232+99.6% | Added |
| PSI Advisors, LLC | 470 | $55.0K | 0.03% | +470 | New |
| Bessemer Group Inc | 421 | $49.0K | 0.00% | +45+12.0% | Added |
| Harbour Investments, Inc. | 409 | $48.0K | 0.00% | +107+35.4% | Added |
| Sugarloaf Wealth Management, LLC | 385 | $45.0K | 0.01% | +3+0.8% | Added |
| State of Wyoming | 326 | $38.0K | 0.02% | +326 | New |
| Concord Wealth Partners | 312 | $37.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 315 | $37.0K | 0.00% | +315 | New |
| Bartlett & Co. Wealth Management LLC | 300 | $35.7K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 300 | $35.0K | 0.00% | −42−12.3% | Reduced |
| Bartlett & Co. LLC | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $31.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 240 | $28.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 220 | $26.0K | 0.00% | +180+450.0% | Added |
| Parkside Financial Bank & Trust | 211 | $25.0K | 0.01% | −9−4.1% | Reduced |
| Tortoise Investment Management, LLC | 204 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 196 | $23.1K | 0.00% | +60+44.1% | Added |
| Charter Oak Capital Management, LLC | 166 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $18.0K | 0.00% | +5+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 153 | $18.0K | 0.00% | +42+37.8% | Added |
| CX Institutional | 141 | $17.0K | 0.00% | +23+19.5% | Added |
| FAI Wealth Management | 124 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 107 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 102 | $13.0K | 0.01% | +1+1.0% | Added |
| Clearview Wealth Advisors LLC | 106 | $13.0K | 0.01% | +9+9.3% | Added |
| Edmond de Rothschild Holding S.A. | 110 | $13.0K | 0.00% | +110 | New |
| Dark Forest Capital Management LP | 114 | $13.0K | 0.00% | +114 | New |
| Brown Brothers Harriman & Co | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $12.0K | 0.00% | +53+103.9% | Added |
| Asset Dedication, LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 94 | $11.0K | 0.00% | +1+1.1% | Added |
| First Command Bank | 95 | $11.0K | 0.00% | +95 | New |
| First Command Financial Services, Inc. | 95 | $11.0K | 0.00% | +95 | New |
| First Horizon Advisors, Inc. | 88 | $10.0K | 0.00% | +88 | New |
| Evolution Wealth Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 74 | $9.00K | 0.00% | +74 | New |
| Sound Income Strategies, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 66 | $8.00K | 0.00% | +66 | New |
| Ancora Advisors, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $6.00K | 0.00% | −80−59.3% | Reduced |
| MUFG Americas Holdings Corp | 52 | $6.00K | 0.00% | +52 | New |
| Zions Bancorporation, N.A. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $5.00K | 0.00% | +41 | New |
| Earnest Partners LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $3.00K | 0.00% | +23 | New |
| PFG Private Wealth Management, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 19 | $2.24K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $2.00K | 0.00% | +16 | New |