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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 10 | $1.00K | 0.00% | −1−9.1% | Reduced |
| Versant Capital Management, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12 | $2.00K | 0.00% | −38,184−100.0% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 13 | $2.00K | 0.00% | +13 | New |
| Horan Securities, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 18 | $2.45K | 0.00% | +9+100.0% | Added |
| Sutton Wealth Advisors Inc. | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $3.00K | 0.00% | +21 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 33 | $4.00K | 0.01% | +33 | New |
| EverSource Wealth Advisors, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Earnest Partners LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 37 | $5.00K | 0.00% | +37 | New |
| Dark Forest Capital Management LP | 50 | $7.00K | 0.00% | −64−56.1% | Reduced |
| Sound Income Strategies, LLC | 50 | $7.00K | 0.00% | −18−26.5% | Reduced |
| Creative Financial Designs Inc | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 54 | $7.00K | 0.00% | +15+38.5% | Added |
| Ancora Advisors, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $9.00K | 0.00% | +65 | New |
| First Command Bank | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $11.0K | 0.02% | +83 | New |
| First Horizon Advisors, Inc. | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 89 | $12.0K | 0.00% | +89 | New |
| Sandy Spring Bank | 100 | $14.0K | 0.00% | −4,055−97.6% | Reduced |
| Lindbrook Capital, LLC | 106 | $14.0K | 0.00% | −1−0.9% | Reduced |
| Brown Brothers Harriman & Co | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 107 | $15.0K | 0.01% | +1+0.9% | Added |
| Zions Bancorporation, N.A. | 110 | $15.0K | 0.00% | +68+161.9% | Added |
| Assetmark, Inc | 107 | $15.0K | 0.00% | +107 | New |
| FAI Wealth Management | 124 | $16.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 166 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 173 | $24.0K | 0.00% | −47−21.4% | Reduced |
| Snowden Capital Advisors LLC | 187 | $25.0K | 0.00% | +187 | New |
| Geneos Wealth Management Inc. | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 204 | $28.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 234 | $32.0K | 0.01% | −236−50.2% | Reduced |
| American Portfolios Advisors | 238 | $32.4K | 0.00% | +42+21.4% | Added |
| National Bank of Canada | 247 | $33.0K | 0.00% | +247 | New |
| IFP Advisors, Inc | 259 | $35.0K | 0.00% | −805−75.7% | Reduced |
| M&R Capital Management Inc | 270 | $36.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $36.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 313 | $43.0K | 0.00% | −2−0.6% | Reduced |
| Concord Wealth Partners | 319 | $43.0K | 0.01% | +7+2.2% | Added |
| CWM, LLC | 369 | $50.0K | 0.00% | +369 | New |
| Capital Analysts, LLC | 366 | $50.0K | 0.00% | +366 | New |
| Sugarloaf Wealth Management, LLC | 389 | $53.0K | 0.01% | +4+1.0% | Added |
| Group One Trading, L.P. | 404 | $55.0K | 0.00% | −200−33.1% | Reduced |
| Twin Tree Management, LP | 439 | $60.0K | 0.00% | −174−28.4% | Reduced |
| Huntington National Bank | 489 | $67.0K | 0.00% | +489 | New |
| Advisors Asset Management, Inc. | 523 | $71.3K | 0.00% | −325−38.3% | Reduced |
| Delta Asset Management LLC | 525 | $72.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 536 | $73.0K | 0.00% | +532+13,300.0% | Added |
| Parallel Advisors, LLC | 562 | $77.0K | 0.00% | +97+20.9% | Added |
| Lazard Asset Management LLC | 610 | $83.0K | 0.00% | +85+16.2% | Added |
| Sentry Investment Management LLC | 653 | $89.0K | 0.02% | +632+3,009.5% | Added |
| Eagle Bay Advisors LLC | 750 | $102.0K | 0.07% | +250+50.0% | Added |
| State of Wyoming | 890 | $121.0K | 0.06% | +564+173.0% | Added |
| Penn Mutual Asset Management, LLC | 995 | $136.0K | 0.15% | −135−11.9% | Reduced |
| Whittier Trust Co | 1,000 | $136.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $136.0K | 0.08% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,000 | $137.0K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 1,041 | $142.0K | 0.00% | +164+18.7% | Added |
| Bessemer Group Inc | 1,065 | $145.0K | 0.00% | +644+153.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $163.0K | 0.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,563 | $169.0K | 0.00% | −840−35.0% | Reduced |
| Ellevest, Inc. | 1,250 | $170.0K | 0.02% | +218+21.1% | Added |
| Trust Co of Vermont | 1,300 | $177.0K | 0.01% | +1,300 | New |
| Signaturefd, LLC | 1,314 | $179.0K | 0.01% | +61+4.9% | Added |
| Engineers Gate Manager LP | 1,468 | $200.0K | 0.01% | +1,468 | New |
| PGGM Investments | 1,482 | $202.0K | 0.00% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,500 | $204.0K | 0.03% | +1,500 | New |
| Gateway Investment Advisers LLC | 1,524 | $208.0K | 0.00% | +1,524 | New |
| SOL Capital Management CO | 1,550 | $211.0K | 0.04% | +1,550 | New |
| qPULA Trading Management LP | 1,556 | $212.0K | 0.38% | +1,556 | New |
| Creative Planning | 1,592 | $217.0K | 0.00% | +1,592 | New |
| Howard Capital Management Inc. | 1,595 | $217.0K | 0.03% | +1,595 | New |
| Private Advisor Group, LLC | 1,626 | $222.0K | 0.00% | +1,626 | New |
| Cigna Investments Inc | 1,647 | $224.0K | 0.02% | −560−25.4% | Reduced |
| Davenport & Co LLC | 1,647 | $225.0K | 0.00% | +1,647 | New |
| Xcel Wealth Management, LLC | 1,650 | $225.0K | 0.06% | +1,650 | New |
| Arrow Investment Advisors, LLC | 1,698 | $231.0K | 0.16% | +1,698 | New |
| Winton Group Ltd | 1,746 | $238.0K | 0.01% | −450−20.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,802 | $245.0K | 0.00% | +195+12.1% | Added |
| Samalin Investment Counsel, LLC | 1,828 | $249.0K | 0.15% | −84−4.4% | Reduced |
| Greenleaf Trust | 1,838 | $251.0K | 0.00% | +46+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,881 | $256.0K | 0.02% | +99+5.6% | Added |
| Graham Capital Management, L.P. | 1,989 | $271.0K | 0.02% | +1,989 | New |
| Gamco Investors, Inc. Et Al | 2,000 | $273.0K | 0.00% | +2,000 | New |
| Commerce Bank | 2,035 | $277.0K | 0.00% | +112+5.8% | Added |