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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 12,271 | $1.67M | 0.06% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 12,396 | $1.69M | 1.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,699 | $1.73M | 0.02% | −335−2.6% | Reduced |
| Squarepoint Ops LLC | 12,793 | $1.74M | 0.01% | +12,793 | New |
| Natixis Advisors, L.P. | 12,820 | $1.75M | 0.01% | −263−2.0% | Reduced |
| TD Asset Management Inc | 12,823 | $1.75M | 0.00% | −500−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,952 | $1.77M | 0.00% | −3,360−20.6% | Reduced |
| Pendal Group Limited | 13,100 | $1.79M | 0.01% | −3,300−20.1% | Reduced |
| Handelsbanken Fonder AB | 13,300 | $1.81M | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13,455 | $1.83M | 0.21% | +13,455 | New |
| Tower Research Capital LLC (TRC) | 13,500 | $1.84M | 0.03% | −1,209−8.2% | Reduced |
| Bank of Nova Scotia | 13,531 | $1.84M | 0.00% | +2,097+18.3% | Added |
| Teacher Retirement System of Texas | 13,565 | $1.85M | 0.01% | +2,432+21.8% | Added |
| Spirit of America Management Corp | 13,700 | $1.87M | 0.38% | +500+3.8% | Added |
| SG Americas Securities, LLC | 13,907 | $1.90M | 0.01% | −2,279−14.1% | Reduced |
| Utah Retirement Systems | 13,970 | $1.91M | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 14,444 | $1.97M | 0.04% | −33,556−69.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,557 | $1.98M | 0.03% | +81+0.6% | Added |
| Mirabella Financial Services LLP | 14,970 | $2.04M | 0.21% | +12,821+596.6% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $2.11M | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 15,467 | $2.11M | 0.02% | −340−2.2% | Reduced |
| Stephens Inc | 15,642 | $2.13M | 0.03% | −5,248−25.1% | Reduced |
| Jupiter Asset Management Ltd | 16,069 | $2.20M | 0.02% | +1,561+10.8% | Added |
| Janus Henderson Group PLC | 17,305 | $2.36M | 0.00% | +4,288+32.9% | Added |
| State of Michigan Retirement System | 17,578 | $2.40M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,863 | $2.44M | 0.01% | +5,185+40.9% | Added |
| Comerica Bank | 17,792 | $2.48M | 0.02% | −276−1.5% | Reduced |
| Arizona State Retirement System | 18,838 | $2.57M | 0.02% | −224−1.2% | Reduced |
| Wealthfront Advisers LLC | 19,096 | $2.60M | 0.01% | −494−2.5% | Reduced |
| American International Group, Inc. | 21,053 | $2.87M | 0.01% | +71+0.3% | Added |
| Storebrand Asset Management AS | 21,429 | $2.92M | 0.01% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 21,809 | $2.97M | 1.84% | −1,718−7.3% | Reduced |
| Tiedemann Advisors, LLC | 21,817 | $3.00M | 0.15% | +189+0.9% | Added |
| TD Waterhouse Canada Inc. | 22,312 | $3.04M | 0.03% | +22,312 | New |
| Aviva PLC | 22,970 | $3.13M | 0.01% | −7,467−24.5% | Reduced |
| Susquehanna International Group, LLP | 23,218 | $3.17M | 0.00% | +8,928+62.5% | Added |
| Vident Investment Advisory, LLC | 23,262 | $3.17M | 0.08% | +205+0.9% | Added |
| Tudor Investment Corp Et Al | 23,736 | $3.24M | 0.06% | −27,487−53.7% | Reduced |
| D. E. Shaw & Co., Inc. | 24,337 | $3.32M | 0.00% | +17,127+237.5% | Added |
| Amalgamated Bank | 25,559 | $3.48M | 0.03% | −738−2.8% | Reduced |
| Voya Investment Management LLC | 27,225 | $3.71M | 0.01% | −1,530−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 27,353 | $3.73M | 0.01% | −17,220−38.6% | Reduced |
| Royal London Asset Management Ltd | 28,467 | $3.88M | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 546,686 | $4.01M | 0.03% | +546,686 | New |
| LPL Financial LLC | 31,236 | $4.26M | 0.00% | +100+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,904 | $4.49M | 0.02% | +1,784+5.7% | Added |
| Acadian Asset Management LLC | 33,457 | $4.56M | 0.02% | +33,457 | New |
| FIL Ltd | 34,950 | $4.76M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 35,050 | $4.78M | 0.00% | −1,087,180−96.9% | Reduced |
| Toronto Dominion Bank | 35,494 | $4.84M | 0.01% | +5,702+19.1% | Added |
| DekaBank Deutsche Girozentrale | 36,967 | $5.03M | 0.01% | +15,426+71.6% | Added |
| Raymond James & Associates | 37,165 | $5.07M | 0.00% | +2,816+8.2% | Added |
| CIBC World Markets Corp | 37,494 | $5.11M | 0.03% | −7,006−15.7% | Reduced |
| Thrivent Financial for Lutherans | 38,189 | $5.21M | 0.01% | +1,520+4.1% | Added |
| Treasurer of the State of North Carolina | 38,404 | $5.24M | 0.03% | −1,640−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 39,834 | $5.43M | 0.00% | +3,412+9.4% | Added |
| Van Eck Associates Corp | 40,318 | $5.50M | 0.01% | +10,466+35.1% | Added |
| Standard Life Aberdeen plc | 40,694 | $5.55M | 0.01% | +932+2.3% | Added |
| First Trust Advisors LP | 41,364 | $5.64M | 0.01% | +20,613+99.3% | Added |
| Canada Pension Plan Investment Board | 42,529 | $5.80M | 0.01% | +884+2.1% | Added |
| Stifel Financial Corp | 42,893 | $5.85M | 0.01% | +3,490+8.9% | Added |
| Westpac Banking Corp | 48,033 | $6.55M | 0.07% | −7,809−14.0% | Reduced |
| Mattern Capital Management, LLC | 49,178 | $6.70M | 1.17% | −1,913−3.7% | Reduced |
| Truist Financial Corp | 49,958 | $6.81M | 0.01% | +846+1.7% | Added |
| State of Alaska, Department of Revenue | 50,698 | $6.91M | 0.07% | +70.0% | Added |
| Macquarie Group Ltd | 51,420 | $7.01M | 0.01% | +16,476+47.1% | Added |
| Calamos Advisors LLC | 54,620 | $7.45M | 0.03% | +2,052+3.9% | Added |
| CBOE Vest Financial, LLC | 55,933 | $7.63M | 1.66% | +11,033+24.6% | Added |
| Manufacturers Life Insurance Company, The | 60,188 | $8.20M | 0.01% | −3,073−4.9% | Reduced |
| Russell Investments Group, Ltd. | 62,383 | $8.50M | 0.01% | −2,322−3.6% | Reduced |
| Bank of Montreal | 63,280 | $8.71M | 0.00% | −7,182−10.2% | Reduced |
| UBS Group AG | 65,953 | $8.99M | 0.00% | −39,088−37.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,276 | $9.04M | 0.03% | −4,053−5.8% | Reduced |
| State of Wisconsin Investment Board | 68,057 | $9.28M | 0.02% | −3,542−4.9% | Reduced |
| Janney Montgomery Scott LLC | 69,446 | $9.47M | 0.04% | −703−1.0% | Reduced |
| Retirement Systems of Alabama | 70,612 | $9.63M | 0.03% | −1,679−2.3% | Reduced |
| Yousif Capital Management, LLC | 71,435 | $9.74M | 0.10% | +71,435 | New |
| Adage Capital Partners GP, L.L.C. | 74,600 | $10.2M | 0.02% | −300−0.4% | Reduced |
| Citadel Advisors LLC | 78,761 | $10.7M | 0.01% | +78,761 | New |
| Robeco Institutional Asset Management B.V. | 81,043 | $11.0M | 0.02% | −10,957−11.9% | Reduced |
| New York State Teachers Retirement System | 82,727 | $11.3M | 0.02% | +236+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,574 | $11.5M | 0.06% | −9,634−10.2% | Reduced |
| State of New Jersey Common Pension Fund D | 84,730 | $11.6M | 0.03% | +586+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87,455 | $12.0M | 0.05% | −2,839−3.1% | Reduced |
| Davis Selected Advisers | 88,350 | $12.0M | 0.06% | −9,400−9.6% | Reduced |
| M&G Investment Management Ltd | 484 | $12.5M | 0.09% | −92,220−99.5% | Reduced |
| Adelante Capital Management LLC | 93,265 | $12.7M | 0.56% | −50,704−35.2% | Reduced |
| State Board of Administration of Florida Retirement System | 94,330 | $12.9M | 0.02% | +980+1.0% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $13.6M | 1.15% | 00.0% | Unchanged |
| California State Teachers Retirement System | 101,505 | $13.8M | 0.02% | −22,174−17.9% | Reduced |
| Guggenheim Capital LLC | 103,527 | $14.1M | 0.07% | +31,701+44.1% | Added |
| Victory Capital Management Inc | 106,217 | $14.5M | 0.01% | +19,655+22.7% | Added |
| Public Employees Retirement System of Ohio | 108,557 | $14.8M | 0.05% | −7,080−6.1% | Reduced |
| Deutsche Bank AG | 109,104 | $14.9M | 0.01% | −13,527−11.0% | Reduced |
| Asset Management One Co.,Ltd. | 112,507 | $15.3M | 0.05% | +3,474+3.2% | Added |
| Nomura Asset Management Co Ltd | 114,516 | $15.6M | 0.08% | +3,870+3.5% | Added |
| Credit Suisse AG | 115,593 | $15.8M | 0.01% | −17,561−13.2% | Reduced |
| New York State Common Retirement Fund | 118,441 | $16.1M | 0.02% | −10.0% | Reduced |
| RWC Asset Management LLP | 126,059 | $17.2M | 0.48% | +2,792+2.3% | Added |
| Citigroup Inc | 127,536 | $17.4M | 0.02% | −26,329−17.1% | Reduced |