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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,115 | $288.0K | 0.01% | +61+3.0% | Added |
| Inverness Counsel LLC | 2,117 | $289.0K | 0.01% | −821−27.9% | Reduced |
| Jane Street Group, LLC | 2,122 | $290.0K | 0.00% | −5,663−72.7% | Reduced |
| Mather Group, LLC. | 2,163 | $295.0K | 0.01% | +305+16.4% | Added |
| Advisor Partners LLC | 2,187 | $299.0K | 0.02% | +85+4.0% | Added |
| Powell Investment Advisors, LLC | 2,183 | $300.0K | 0.17% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,264 | $309.0K | 0.06% | +2,264 | New |
| Insight Folios Inc | 2,271 | $310.0K | 0.15% | +76+3.5% | Added |
| Meeder Asset Management Inc | 2,345 | $320.0K | 0.03% | −767−24.6% | Reduced |
| Cubist Systematic Strategies, LLC | 2,378 | $324.0K | 0.00% | −3,541−59.8% | Reduced |
| Keybank National Association | 2,407 | $328.0K | 0.00% | −2−0.1% | Reduced |
| FORA Capital, LLC | 2,421 | $330.0K | 0.13% | +2,421 | New |
| Cambridge Investment Research Advisors, Inc. | 2,526 | $344.0K | 0.00% | +173+7.4% | Added |
| Holloway Wealth Management, LLC | – | $353.0K | 0.10% | – | – |
| Smith Shellnut Wilson LLC | 2,661 | $363.0K | 0.18% | +72+2.8% | Added |
| Profund Advisors LLC | 2,724 | $371.0K | 0.01% | −4,629−63.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,819 | $384.0K | 0.02% | +659+30.5% | Added |
| Crossmark Global Holdings, Inc. | 2,845 | $388.0K | 0.01% | −260−8.4% | Reduced |
| Eaton Vance Management | 8,611 | $405.0K | 0.00% | +88+1.0% | Added |
| Bridgefront Capital, LLC | 3,068 | $418.0K | 0.41% | +3,068 | New |
| Quantbot Technologies LP | 3,126 | $426.0K | 0.03% | +3,126 | New |
| Fiduciary Group LLC | 3,165 | $431.0K | 0.05% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,160 | $431.0K | 0.04% | +3,160 | New |
| Everence Capital Management Inc | 3,170 | $432.0K | 0.03% | −2,500−44.1% | Reduced |
| Principal Street Partners, LLC | 3,178 | $434.0K | 0.10% | +50+1.6% | Added |
| F3Logic, LLC | 3,200 | $435.0K | 0.05% | +25+0.8% | Added |
| Gotham Asset Management, LLC | 3,309 | $451.0K | 0.01% | +3,309 | New |
| Baird Financial Group, Inc. | 3,520 | $479.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,642 | $496.0K | 0.01% | −800−18.0% | Reduced |
| AlphaCrest Capital Management LLC | 3,648 | $497.0K | 0.02% | +1,451+66.0% | Added |
| Rafferty Asset Management, LLC | 3,757 | $512.0K | 0.00% | −765−16.9% | Reduced |
| Ethic Inc. | 3,770 | $514.0K | 0.04% | +158+4.4% | Added |
| Diversified Trust Co | 3,931 | $536.0K | 0.02% | +3,931 | New |
| Great Lakes Advisors, LLC | 4,101 | $559.0K | 0.01% | −26−0.6% | Reduced |
| Tobam | 4,162 | $567.0K | 0.03% | −2,460−37.1% | Reduced |
| New Mexico Educational Retirement Board | 4,250 | $579.0K | 0.02% | −400−8.6% | Reduced |
| Kentucky Retirement Systems | 4,296 | $586.0K | 0.02% | +309+7.8% | Added |
| Louisiana State Employees Retirement System | 4,400 | $600.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 4,356 | $601.0K | 0.00% | −402,169−98.9% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,429 | $602.0K | 0.67% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,570 | $623.0K | 0.00% | +800+21.2% | Added |
| Alpine Global Management, LLC | 4,589 | $626.0K | 0.09% | +4,589 | New |
| Mackenzie Financial Corp | 4,638 | $632.0K | 0.00% | −621−11.8% | Reduced |
| Neuberger Berman Group LLC | 4,683 | $638.0K | 0.00% | +2,226+90.6% | Added |
| Northwest & Ethical Investments L.P. | 4,824 | $657.6K | 0.02% | −260−5.1% | Reduced |
| Csenge Advisory Group | 5,579 | $659.0K | 0.06% | −17−0.3% | Reduced |
| Contravisory Investment Management, Inc. | 4,912 | $670.0K | 0.18% | +556+12.8% | Added |
| Panagora Asset Management Inc | 4,930 | $672.0K | 0.00% | −2,560−34.2% | Reduced |
| Point72 Hong Kong Ltd | 4,935 | $673.0K | 0.06% | −3,667−42.6% | Reduced |
| Monetary Management Group Inc | 4,950 | $675.0K | 0.17% | −600−10.8% | Reduced |
| Bayesian Capital Management, LP | 5,037 | $687.0K | 0.22% | +2,777+122.9% | Added |
| US Bancorp | 5,075 | $692.0K | 0.00% | +1,192+30.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,150 | $702.0K | 0.01% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 5,200 | $709.0K | 0.24% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,459 | $744.0K | 0.01% | −28,015−83.7% | Reduced |
| Sigma Planning Corp | 5,477 | $747.0K | 0.02% | −1,838−25.1% | Reduced |
| Oregon Public Employees Retirement Fund | 5,661 | $772.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,838 | $796.0K | 0.01% | +75+1.3% | Added |
| Quantinno Capital Management LP | 5,916 | $806.0K | 0.15% | +5,916 | New |
| Redpoint Investment Management Pty Ltd | 6,090 | $830.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,294 | $858.0K | 0.01% | +738+13.3% | Added |
| United Capital Financial Advisers, LLC | 6,321 | $862.0K | 0.00% | −1,116−15.0% | Reduced |
| Fifth Third Bancorp | 6,331 | $863.0K | 0.00% | +3,270+106.8% | Added |
| AQR Capital Management LLC | 6,346 | $865.0K | 0.00% | +581+10.1% | Added |
| Abeille Asset Management SA | 6,375 | $869.0K | 0.20% | +6,375 | New |
| Avantax Advisory Services, Inc. | 6,583 | $897.0K | 0.01% | +8+0.1% | Added |
| Commonwealth Equity Services, LLC | 6,668 | $909.0K | 0.00% | −107−1.6% | Reduced |
| CIBC Asset Management Inc | 6,884 | $938.0K | 0.00% | +340+5.2% | Added |
| Nissay Asset Management Corp | 6,958 | $949.0K | 0.01% | +176+2.6% | Added |
| M&T Bank Corp | 7,290 | $994.0K | 0.00% | +866+13.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,301 | $995.0K | 0.02% | +472+6.9% | Added |
| Ensign Peak Advisors, Inc | 7,327 | $999.0K | 0.00% | −5,967−44.9% | Reduced |
| First National Trust Co | 7,443 | $1.01M | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,481 | $1.02M | 0.01% | +7,481 | New |
| Old Mission Capital LLC | 7,499 | $1.02M | 0.05% | +7,499 | New |
| DuPont Capital Management Corp | 7,595 | $1.03M | 0.04% | +6,096+406.7% | Added |
| Norinchukin Bank, The | 7,630 | $1.04M | 0.01% | +25+0.3% | Added |
| JustInvest LLC | 7,887 | $1.07M | 0.06% | +3,336+73.3% | Added |
| Lockheed Martin Investment Management Co | 8,195 | $1.12M | 0.06% | +8,195 | New |
| Burke & Herbert Bank & Trust Co | 8,580 | $1.17M | 0.69% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,788 | $1.20M | 0.01% | +17+0.2% | Added |
| American Century Companies Inc | 8,864 | $1.21M | 0.00% | +2,476+38.8% | Added |
| Forward Management, LLC | 9,020 | $1.23M | 0.12% | +9,020 | New |
| ING Groep NV | 9,138 | $1.25M | 0.01% | +3,262+55.5% | Added |
| Mutual of America Capital Management LLC | 9,244 | $1.26M | 0.01% | +62+0.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,464 | $1.29M | 0.14% | 00.0% | Unchanged |
| Texas Permanent School Fund | 9,657 | $1.32M | 0.02% | −1,156−10.7% | Reduced |
| Point72 Asset Management, L.P. | 9,700 | $1.32M | 0.01% | +9,700 | New |
| Virginia Retirement Systems Et Al | 10,300 | $1.40M | 0.01% | +2,100+25.6% | Added |
| Independent Advisor Alliance | 10,352 | $1.41M | 0.07% | +2,276+28.2% | Added |
| Public Employees Retirement Association of Colorado | 10,459 | $1.43M | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 10,473 | $1.43M | 0.18% | −270−2.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,609 | $1.45M | 0.00% | +2,046+23.9% | Added |
| MML Investors Services, LLC | 11,014 | $1.50M | 0.01% | −676−5.8% | Reduced |
| USA Financial Portformulas Corp | 11,057 | $1.51M | 1.29% | +1,845+20.0% | Added |
| Phocas Financial Corp. | 11,085 | $1.51M | 0.19% | −1,340−10.8% | Reduced |
| Vert Asset Management LLC | 11,153 | $1.52M | 1.25% | +11,153 | New |
| Chartwell Investment Partners, LLC | 11,418 | $1.56M | 0.05% | +16+0.1% | Added |
| Nomura Holdings Inc | 11,627 | $1.59M | 0.01% | −2,595−18.2% | Reduced |
| Public Sector Pension Investment Board | 11,682 | $1.59M | 0.01% | −130−1.1% | Reduced |