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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
Cetera Advisor Networks LLC0$00.00%−4,090−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−3,873−100.0%Sold out
Xponance, Inc.0$00.00%−3,630−100.0%Sold out
Altium Wealth Management LLC0$00.00%−3,503−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−3,467−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3,413−100.0%Sold out
Northwestern Mutual Investment Management Company, LLC0$00.00%−3,179−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,170−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−2,850−100.0%Sold out
Laurion Capital Management LP0$00.00%−2,800−100.0%Sold out
Kaizen Financial Strategies0$00.00%−2,590−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,496−100.0%Sold out
Natixis0$00.00%−2,226−100.0%Sold out
RB Capital Management, LLC0$00.00%−2,204−100.0%Sold out
IBM Retirement Fund0$00.00%−2,194−100.0%Sold out
Lafayette Investments, Inc.0$00.00%−2,150−100.0%Sold out
Financial Network Wealth Management LLC0$00.00%−2,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,876−100.0%Sold out
XTX Topco Ltd0$00.00%−1,862−100.0%Sold out
Putnam Investments LLC0$00.00%−1,860−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−1,738−100.0%Sold out
Mission Wealth Management, LP0$00.00%−1,750−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−1,714−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−986−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−2,000−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−842−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−810−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−690−100.0%Sold out
US Asset Management LLC0$00.00%−599−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−550−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−487−100.0%Sold out
Harbour Investments, Inc.0$00.00%−409−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−300−100.0%Sold out
AGF Investments LLC0$00.00%−300−100.0%Sold out
Bartlett & Co. LLC0$00.00%−300−100.0%Sold out
Montag A & Associates Inc0$00.00%−240−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−211−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−153−100.0%Sold out
Glassman Wealth Services0$00.00%−151−100.0%Sold out
CX Institutional0$00.00%−141−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−110−100.0%Sold out
Valley National Advisers Inc0$00.00%−100−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−104−100.0%Sold out
Asset Dedication, LLC0$00.00%−92−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−94−100.0%Sold out
First Command Financial Services, Inc.0$00.00%−95−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−75−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−74−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−66−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−52−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−41−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−39−100.0%Sold out
Central Trust Co0$00.00%−23−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−29−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−17−100.0%Sold out
MCF Advisors LLC0$00.00%−16−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−17−100.0%Sold out
TFC Financial Management0$00.00%−8−100.0%Sold out
Exane Derivatives0$00.00%−1−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−4−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−31−100.0%Sold out
Mid Atlantic Financial Management Inc––––Not filed
Eudaimonia Partners, LLC––––Not filed
World Asset Management Inc––––Not filed
BBVA USA––––Not filed
Berman Capital Advisors, LLC––––Not filed
Wealth Quarterback LLC––––Not filed
Sonora Investment Management, LLC––––Not filed