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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

Q4 2021 vs. Q3 2021

How the institutions holding Federal Realty Investment Trust changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of FRT: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders4147343−64
Shares74.6M17.9K55.9M−18.7M (−25.1%)
Value$8.81B$2.12M$7.56B−$1.25B (−14.1%)

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Federal Realty Investment Trust at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to FRT in Q4 2021
InstitutionSharesValue% of portfolio
Uniplan Investment Counsel, Inc.173,182$23.6M1.32%
Citadel Advisors LLC78,761$10.7M0.01%
Yousif Capital Management, LLC71,435$9.74M0.10%
Acadian Asset Management LLC33,457$4.56M0.02%
Castleview Partners, LLC546,686$4.01M0.03%
TD Waterhouse Canada Inc.22,312$3.04M0.03%
CWM Advisors, LLC13,455$1.83M0.21%
Squarepoint Ops LLC12,793$1.74M0.01%
Vert Asset Management LLC11,153$1.52M1.25%
Point72 Asset Management, L.P.9,700$1.32M0.01%
Forward Management, LLC9,020$1.23M0.12%
Lockheed Martin Investment Management Co8,195$1.12M0.06%
Old Mission Capital LLC7,499$1.02M0.05%
Verition Fund Management LLC7,481$1.02M0.01%
Abeille Asset Management SA6,375$869.0K0.20%
Quantinno Capital Management LP5,916$806.0K0.15%
Alpine Global Management, LLC4,589$626.0K0.09%
Diversified Trust Co3,931$536.0K0.02%
Gotham Asset Management, LLC3,309$451.0K0.01%
Blueshift Asset Management, LLC3,160$431.0K0.04%
Quantbot Technologies LP3,126$426.0K0.03%
Bridgefront Capital, LLC3,068$418.0K0.41%
FORA Capital, LLC2,421$330.0K0.13%
Two Sigma Securities, LLC2,264$309.0K0.06%
Gamco Investors, Inc. Et Al2,000$273.0K0.00%
Graham Capital Management, L.P.1,989$271.0K0.02%
Arrow Investment Advisors, LLC1,698$231.0K0.16%
Davenport & Co LLC1,647$225.0K0.00%
Xcel Wealth Management, LLC1,650$225.0K0.06%
Private Advisor Group, LLC1,626$222.0K0.00%
Creative Planning1,592$217.0K0.00%
Howard Capital Management Inc.1,595$217.0K0.03%
qPULA Trading Management LP1,556$212.0K0.38%
SOL Capital Management CO1,550$211.0K0.04%
Gateway Investment Advisers LLC1,524$208.0K0.00%
Penobscot Investment Management Company, Inc.1,500$204.0K0.03%
Engineers Gate Manager LP1,468$200.0K0.01%
Trust Co of Vermont1,300$177.0K0.01%
Huntington National Bank489$67.0K0.00%
CWM, LLC369$50.0K0.00%
Capital Analysts, LLC366$50.0K0.00%
National Bank of Canada247$33.0K0.00%
Snowden Capital Advisors LLC187$25.0K0.00%
Assetmark, Inc107$15.0K0.00%
CoreCap Advisors, LLC89$12.0K0.00%
Covestor Ltd83$11.0K0.02%
CVA Family Office, LLC65$9.00K0.00%
Hantz Financial Services, Inc.37$5.00K0.00%
Castle Financial & Retirement Planning Associates, Inc.33$4.00K0.01%
EverSource Wealth Advisors, LLC27$4.00K0.00%
Washington Trust Co21$3.00K0.00%
Arlington Partners LLC13$2.00K0.00%
Horan Securities, Inc.12$2.00K0.00%
Signet Financial Management, LLC7$1.00K0.00%

Sold out (118)

Institutions that held Federal Realty Investment Trust at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 118 by value.

Institutions that sold out of FRT in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Vanguard Group Inc11,805,398$1.39B
Cohen & Steers, Inc.2,680,579$316.4M
Heitman Real Estate Securities LLC697,281$82.3M
Nuveen Asset Management, LLC504,073$59.5M
Principal Financial Group Inc499,898$59.0M
Parametric Portfolio Associates LLC272,456$32.1M
Schroder Investment Management Group194,876$23.0M
Sumitomo Mitsui Trust Holdings, Inc.161,496$19.1M
AXA S.A.112,920$13.3M
Alyeska Investment Group, L.P.107,254$12.7M
Cbre Clarion Securities LLC104,402$12.3M
STRS Ohio98,940$11.7M
Centersquare Investment Management LLC90,705$10.7M
Lincluden Management Ltd85,701$10.1M
Great West Life Assurance Co72,135$8.57M
Envestnet Asset Management Inc63,394$7.48M
Nisa Investment Advisors, LLC61,323$7.24M
Amundi60,019$7.08M
Healthcare of Ontario Pension Plan Trust Fund53,000$6.25M
Allianz Asset Management GmbH49,262$5.81M
Carlson Capital L P47,911$5.65M
Chevy Chase Trust Holdings, Inc.44,134$5.21M
GEM Realty Capital43,532$5.14M
Pictet Asset Management SA37,677$4.45M
Massachusetts Financial Services Co34,256$4.04M
Blue Zone Wealth Advisors, LLC27,726$3.27M
Advisors Capital Management, LLC26,925$3.18M
ExodusPoint Capital Management, LP25,855$3.05M
Two Sigma Investments, LP24,618$2.90M
HRT Financial LP22,407$2.64M
Eii Capital Management, Inc.21,762$2.57M
Daiwa Securities Group Inc.19,452$2.29M
Peapack Gladstone Financial Corp17,773$2.10M
HighTower Advisors, LLC17,702$2.08M
BNP Paribas Arbitrage, SA16,102$1.90M
Vestcor Inc15,510$1.83M
Cresset Asset Management, LLC12,875$1.53M
Wolverine Trading, LLC12,084$1.46M
Marshall Wace, LLP12,160$1.44M
Algert Global LLC10,976$1.29M
Mackay Shields LLC10,626$1.25M
Millennium Management LLC10,497$1.24M
Gladstone Institutional Advisory LLC10,074$1.19M
Kesler, Norman & Wride, LLC9,026$1.06M
Prospera Financial Services Inc8,965$1.06M
Joel Isaacson & Co., LLC7,885$930.0K
Fort Point Capital Partners LLC7,834$924.0K
Franklin Resources Inc7,579$894.0K
Brown Advisory Inc6,923$817.0K
Two Sigma Advisers, LP6,700$791.0K
Hartford Investment Management Co6,546$772.0K
Maryland State Retirement & Pension System5,739$691.0K
AE Wealth Management LLC5,508$650.0K
Mirae Asset Global Investments Co., Ltd.4,742$559.0K
Quadrature Capital Ltd4,567$539.0K
Cetera Investment Advisers4,494$530.0K
First Republic Investment Management, Inc.4,387$518.0K
Cetera Advisor Networks LLC4,090$483.0K
KCM Investment Advisors LLC3,873$457.0K
Xponance, Inc.3,630$428.0K
Altium Wealth Management LLC3,503$413.0K
Teamwork Financial Advisors, LLC3,467$409.0K
PEAK6 Investments LLC3,413$403.0K
Northwestern Mutual Investment Management Company, LLC3,179$375.0K
Simplex Trading, LLC3,170$374.0K
Strategy Asset Managers LLC2,850$336.0K
Laurion Capital Management LP2,800$330.0K
Kaizen Financial Strategies2,590$306.0K
Gsa Capital Partners LLP2,496$295.0K
Natixis2,226$263.0K
RB Capital Management, LLC2,204$260.0K
IBM Retirement Fund2,194$259.0K
Lafayette Investments, Inc.2,150$254.0K
Financial Network Wealth Management LLC2,000$236.0K
Dynamic Technology Lab Private Ltd1,876$221.0K
XTX Topco Ltd1,862$220.0K
Putnam Investments LLC1,860$219.0K
Pathstone Family Office, LLC1,738$206.0K
Mission Wealth Management, LP1,750$206.0K
Banco Bilbao Vizcaya Argentaria, S.A.1,714$202.0K
Quadrant Capital Group LLC986$116.0K
Gulf International Bank (UK) Ltd2,000$103.0K
Toth Financial Advisory Corp842$99.0K
Ellis Investment Partners, LLC810$95.0K
Migdal Insurance & Financial Holdings Ltd.690$81.0K
US Asset Management LLC599$71.0K
Arkadios Wealth Advisors550$64.0K
Carmichael Hill & Associates, Inc.487$57.0K
Harbour Investments, Inc.409$48.0K
Bartlett & Co. Wealth Management LLC300$35.7K
AGF Investments LLC300$35.0K
Bartlett & Co. LLC300$35.0K
Montag A & Associates Inc240$28.0K
Parkside Financial Bank & Trust211$25.0K
O'Shaughnessy Asset Management, LLC153$18.0K
Glassman Wealth Services151$18.0K
CX Institutional141$17.0K
Edmond de Rothschild Holding S.A.110$13.0K
Valley National Advisers Inc100$12.0K
Global Retirement Partners, LLC104$12.0K

Not filed for Q4 2021 yet (7)

Institutions that held Federal Realty Investment Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FRT in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mid Atlantic Financial Management Inc7,680$906.0K
Eudaimonia Partners, LLC5,760$680.0K
World Asset Management Inc2,494$294.0K
BBVA USA1,351$159.0K
Berman Capital Advisors, LLC538$63.0K
Wealth Quarterback LLC102$13.0K
Sonora Investment Management, LLC19$2.00K