Skip to main content

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, Q4 2021

Institutional positions in Federal Realty Investment Trust as of Dec 31, 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
343
−64 vs. Q3 2021
Shares held
55.9M
−18.7M (−25.1%) vs. Q3 2021
Total value
$7.56B
−$1.25B (−14.1%) vs. Q3 2021
New holders
54
119 more added
Sold out
118
114 more reduced

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 343 institutions
Q1 2021: 388 institutionsQ2 2021: 400 institutionsQ3 2021: 414 institutionsQ4 2021: 343 institutionsQ1 2022: 399 institutionsQ2 2022: 402 institutionsQ3 2022: 389 institutionsQ4 2022: 428 institutionsQ1 2023: 434 institutionsQ2 2023: 416 institutionsQ3 2023: 415 institutionsQ4 2023: 452 institutionsQ1 2024: 448 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 490 institutionsQ1 2025: 481 institutionsQ2 2025: 491 institutionsQ3 2025: 510 institutionsQ4 2025: 527 institutionsQ1 2026: 560 institutionsQ2 2026: 623 institutions
Value heldQ4 2021: $7.56B
Q1 2021: $7.49BQ2 2021: $8.81BQ3 2021: $8.81BQ4 2021: $7.56BQ1 2022: $8.95BQ2 2022: $7.19BQ3 2022: $6.98BQ4 2022: $7.97BQ1 2023: $7.65BQ2 2023: $7.63BQ3 2023: $7.14BQ4 2023: $8.03BQ1 2024: $8.12BQ2 2024: $7.98BQ3 2024: $9.34BQ4 2024: $9.53BQ1 2025: $8.08BQ2 2025: $7.79BQ3 2025: $7.70BQ4 2025: $8.47BQ1 2026: $8.33BQ2 2026: $10.6B
Institutions holding FRT and their total value by quarter
QuarterHoldersValue
Q2 2026623$10.6B
Q1 2026560$8.33B
Q4 2025527$8.47B
Q3 2025510$7.70B
Q2 2025491$7.79B
Q1 2025481$8.08B
Q4 2024490$9.53B
Q3 2024505$9.34B
Q2 2024452$7.98B
Q1 2024448$8.12B
Q4 2023452$8.03B
Q3 2023415$7.14B
Q2 2023416$7.63B
Q1 2023434$7.65B
Q4 2022428$7.97B
Q3 2022389$6.98B
Q2 2022402$7.19B
Q1 2022399$8.95B
Q4 2021343$7.56B
Q3 2021414$8.81B
Q2 2021400$8.81B
Q1 2021388$7.49B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q3 2021.

Institutions holding FRT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,559,988$1.03B0.03%+372,411+5.2%Added
State Street Corp7,465,605$1.03B0.05%+232,958+3.2%Added
Norges Bank7,212,626$983.2M0.20%00.0%Unchanged
JPMorgan Chase & Co4,199,837$572.5M0.07%−522,196−11.1%Reduced
Capital Research Global Investors4,039,858$550.7M0.12%+1,1950.0%Added
Resolution Capital Ltd2,369,333$323.0M3.67%−113,911−4.6%Reduced
Geode Capital Management, LLC1,477,819$201.2M0.02%+14,201+1.0%Added
ProShare Advisors LLC1,244,546$169.7M0.33%+11,116+0.9%Added
Northern Trust Corp1,010,566$137.8M0.02%−20,159−2.0%Reduced
Charles Schwab Investment Management Inc929,201$126.7M0.04%+18,988+2.1%Added
Wells Fargo & Company928,545$126.6M0.03%−22,182−2.3%Reduced
Legal & General Group Plc863,181$117.7M0.04%+2,398+0.3%Added
Zimmer Partners, LP825,000$112.5M1.68%+775,000+1,550.0%Added
Invesco Ltd.818,269$111.5M0.03%−26,705−3.2%Reduced
APG Asset Management US Inc.750,300$102.3M0.55%−204,000−21.4%Reduced
Bank of New York Mellon Corp684,841$93.4M0.02%+65,220+10.5%Added
Waterfront Capital Partners, LLC638,721$87.1M5.33%+33,206+5.5%Added
Price T Rowe Associates Inc519,339$70.8M0.01%−29,247−5.3%Reduced
Brookfield Asset Management Inc.515,815$70.3M0.27%+76,229+17.3%Added
UBS Asset Management Americas Inc490,735$66.9M0.03%+13,427+2.8%Added
Clark Capital Management Group, Inc.449,865$61.3M0.75%+13,393+3.1%Added
Morgan Stanley363,591$49.6M0.01%+1,493+0.4%Added
Aew Capital Management L P350,022$47.7M1.24%−14,950−4.1%Reduced
Weiss Multi-Strategy Advisers LLC337,265$46.0M1.06%+78,924+30.6%Added
Bank of America Corp333,649$45.5M0.00%−14,724−4.2%Reduced
Alliancebernstein L.P.332,756$45.4M0.02%−33,072−9.0%Reduced
HSBC Holdings PLC277,003$37.8M0.04%+7,346+2.7%Added
Renaissance Technologies LLC270,700$36.9M0.05%+158,900+142.1%Added
Prudential Financial Inc288,931$36.8M0.05%−182,793−38.7%Reduced
Goldman Sachs Group Inc246,750$33.6M0.01%+22,092+9.8%Added
Los Angeles Capital Management LLC218,804$29.8M0.11%−3,445−1.6%Reduced
AMP Capital Investors Ltd216,005$29.5M0.83%−16,249−7.0%Reduced
State of Tennessee, Treasury Department208,825$28.5M0.10%+42,923+25.9%Added
Capital Growth Management LP190,000$25.9M2.38%+30,000+18.8%Added
NN Investment Partners Holdings N.V.189,589$25.8M0.13%−15,278−7.5%Reduced
Ameriprise Financial Inc178,970$24.4M0.01%−51,680−22.4%Reduced
Balyasny Asset Management LLC177,950$24.3M0.10%+73,558+70.5%Added
Uniplan Investment Counsel, Inc.173,182$23.6M1.32%+173,182New
California Public Employees Retirement System170,687$23.3M0.02%−5,757−3.3%Reduced
Northwood Liquid Management LP164,027$22.4M4.10%−183,632−52.8%Reduced
Swiss National Bank153,900$21.0M0.01%−700−0.5%Reduced
Barclays PLC146,394$20.0M0.01%−75,674−34.1%Reduced
Rhumbline Advisers143,806$19.6M0.02%−2,300−1.6%Reduced
Citigroup Inc127,536$17.4M0.02%−26,329−17.1%Reduced
RWC Asset Management LLP126,059$17.2M0.48%+2,792+2.3%Added
New York State Common Retirement Fund118,441$16.1M0.02%−10.0%Reduced
Credit Suisse AG115,593$15.8M0.01%−17,561−13.2%Reduced
Nomura Asset Management Co Ltd114,516$15.6M0.08%+3,870+3.5%Added
Asset Management One Co.,Ltd.112,507$15.3M0.05%+3,474+3.2%Added
Deutsche Bank AG109,104$14.9M0.01%−13,527−11.0%Reduced
Public Employees Retirement System of Ohio108,557$14.8M0.05%−7,080−6.1%Reduced
Victory Capital Management Inc106,217$14.5M0.01%+19,655+22.7%Added
Guggenheim Capital LLC103,527$14.1M0.07%+31,701+44.1%Added
California State Teachers Retirement System101,505$13.8M0.02%−22,174−17.9%Reduced
Pacific Heights Asset Management LLC100,000$13.6M1.15%00.0%Unchanged
State Board of Administration of Florida Retirement System94,330$12.9M0.02%+980+1.0%Added
Adelante Capital Management LLC93,265$12.7M0.56%−50,704−35.2%Reduced
M&G Investment Management Ltd484$12.5M0.09%−92,220−99.5%Reduced
Davis Selected Advisers88,350$12.0M0.06%−9,400−9.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.87,455$12.0M0.05%−2,839−3.1%Reduced
State of New Jersey Common Pension Fund D84,730$11.6M0.03%+586+0.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC84,574$11.5M0.06%−9,634−10.2%Reduced
New York State Teachers Retirement System82,727$11.3M0.02%+236+0.3%Added
Robeco Institutional Asset Management B.V.81,043$11.0M0.02%−10,957−11.9%Reduced
Citadel Advisors LLC78,761$10.7M0.01%+78,761New
Adage Capital Partners GP, L.L.C.74,600$10.2M0.02%−300−0.4%Reduced
Yousif Capital Management, LLC71,435$9.74M0.10%+71,435New
Retirement Systems of Alabama70,612$9.63M0.03%−1,679−2.3%Reduced
Janney Montgomery Scott LLC69,446$9.47M0.04%−703−1.0%Reduced
State of Wisconsin Investment Board68,057$9.28M0.02%−3,542−4.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.66,276$9.04M0.03%−4,053−5.8%Reduced
UBS Group AG65,953$8.99M0.00%−39,088−37.2%Reduced
Bank of Montreal63,280$8.71M0.00%−7,182−10.2%Reduced
Russell Investments Group, Ltd.62,383$8.50M0.01%−2,322−3.6%Reduced
Manufacturers Life Insurance Company, The60,188$8.20M0.01%−3,073−4.9%Reduced
CBOE Vest Financial, LLC55,933$7.63M1.66%+11,033+24.6%Added
Calamos Advisors LLC54,620$7.45M0.03%+2,052+3.9%Added
Macquarie Group Ltd51,420$7.01M0.01%+16,476+47.1%Added
State of Alaska, Department of Revenue50,698$6.91M0.07%+70.0%Added
Truist Financial Corp49,958$6.81M0.01%+846+1.7%Added
Mattern Capital Management, LLC49,178$6.70M1.17%−1,913−3.7%Reduced
Westpac Banking Corp48,033$6.55M0.07%−7,809−14.0%Reduced
Stifel Financial Corp42,893$5.85M0.01%+3,490+8.9%Added
Canada Pension Plan Investment Board42,529$5.80M0.01%+884+2.1%Added
First Trust Advisors LP41,364$5.64M0.01%+20,613+99.3%Added
Standard Life Aberdeen plc40,694$5.55M0.01%+932+2.3%Added
Van Eck Associates Corp40,318$5.50M0.01%+10,466+35.1%Added
The PNC Financial Services Group, Inc.39,834$5.43M0.00%+3,412+9.4%Added
Treasurer of the State of North Carolina38,404$5.24M0.03%−1,640−4.1%Reduced
Thrivent Financial for Lutherans38,189$5.21M0.01%+1,520+4.1%Added
CIBC World Markets Corp37,494$5.11M0.03%−7,006−15.7%Reduced
Raymond James & Associates37,165$5.07M0.00%+2,816+8.2%Added
DekaBank Deutsche Girozentrale36,967$5.03M0.01%+15,426+71.6%Added
Toronto Dominion Bank35,494$4.84M0.01%+5,702+19.1%Added
Dimensional Fund Advisors LP35,050$4.78M0.00%−1,087,180−96.9%Reduced
FIL Ltd34,950$4.76M0.00%00.0%Unchanged
Acadian Asset Management LLC33,457$4.56M0.02%+33,457New
Zurcher Kantonalbank (Zurich Cantonalbank)32,904$4.49M0.02%+1,784+5.7%Added
LPL Financial LLC31,236$4.26M0.00%+100+0.3%Added
Castleview Partners, LLC546,686$4.01M0.03%+546,686New