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
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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 4,638 | $632.0K | 0.00% | −621−11.8% | Reduced |
| Alpine Global Management, LLC | 4,589 | $626.0K | 0.09% | +4,589 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,570 | $623.0K | 0.00% | +800+21.2% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,429 | $602.0K | 0.67% | 00.0% | Unchanged |
| SEI Investments Co | 4,356 | $601.0K | 0.00% | −402,169−98.9% | Reduced |
| Louisiana State Employees Retirement System | 4,400 | $600.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,296 | $586.0K | 0.02% | +309+7.8% | Added |
| New Mexico Educational Retirement Board | 4,250 | $579.0K | 0.02% | −400−8.6% | Reduced |
| Tobam | 4,162 | $567.0K | 0.03% | −2,460−37.1% | Reduced |
| Great Lakes Advisors, LLC | 4,101 | $559.0K | 0.01% | −26−0.6% | Reduced |
| Diversified Trust Co | 3,931 | $536.0K | 0.02% | +3,931 | New |
| Ethic Inc. | 3,770 | $514.0K | 0.04% | +158+4.4% | Added |
| Rafferty Asset Management, LLC | 3,757 | $512.0K | 0.00% | −765−16.9% | Reduced |
| AlphaCrest Capital Management LLC | 3,648 | $497.0K | 0.02% | +1,451+66.0% | Added |
| Pacer Advisors, Inc. | 3,642 | $496.0K | 0.01% | −800−18.0% | Reduced |
| Baird Financial Group, Inc. | 3,520 | $479.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,309 | $451.0K | 0.01% | +3,309 | New |
| F3Logic, LLC | 3,200 | $435.0K | 0.05% | +25+0.8% | Added |
| Principal Street Partners, LLC | 3,178 | $434.0K | 0.10% | +50+1.6% | Added |
| Everence Capital Management Inc | 3,170 | $432.0K | 0.03% | −2,500−44.1% | Reduced |
| 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 |
| Quantbot Technologies LP | 3,126 | $426.0K | 0.03% | +3,126 | New |
| Bridgefront Capital, LLC | 3,068 | $418.0K | 0.41% | +3,068 | New |
| Eaton Vance Management | 8,611 | $405.0K | 0.00% | +88+1.0% | Added |
| Crossmark Global Holdings, Inc. | 2,845 | $388.0K | 0.01% | −260−8.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,819 | $384.0K | 0.02% | +659+30.5% | Added |
| Profund Advisors LLC | 2,724 | $371.0K | 0.01% | −4,629−63.0% | Reduced |
| Smith Shellnut Wilson LLC | 2,661 | $363.0K | 0.18% | +72+2.8% | Added |
| Holloway Wealth Management, LLC | – | $353.0K | 0.10% | – | – |
| Cambridge Investment Research Advisors, Inc. | 2,526 | $344.0K | 0.00% | +173+7.4% | Added |
| FORA Capital, LLC | 2,421 | $330.0K | 0.13% | +2,421 | New |
| Keybank National Association | 2,407 | $328.0K | 0.00% | −2−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 2,378 | $324.0K | 0.00% | −3,541−59.8% | Reduced |
| Meeder Asset Management Inc | 2,345 | $320.0K | 0.03% | −767−24.6% | Reduced |
| Insight Folios Inc | 2,271 | $310.0K | 0.15% | +76+3.5% | Added |
| Two Sigma Securities, LLC | 2,264 | $309.0K | 0.06% | +2,264 | New |
| Powell Investment Advisors, LLC | 2,183 | $300.0K | 0.17% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,187 | $299.0K | 0.02% | +85+4.0% | Added |
| Mather Group, LLC. | 2,163 | $295.0K | 0.01% | +305+16.4% | Added |
| Jane Street Group, LLC | 2,122 | $290.0K | 0.00% | −5,663−72.7% | Reduced |
| Inverness Counsel LLC | 2,117 | $289.0K | 0.01% | −821−27.9% | Reduced |
| Spire Wealth Management | 2,115 | $288.0K | 0.01% | +61+3.0% | Added |
| Commerce Bank | 2,035 | $277.0K | 0.00% | +112+5.8% | Added |
| Gamco Investors, Inc. Et Al | 2,000 | $273.0K | 0.00% | +2,000 | New |
| Graham Capital Management, L.P. | 1,989 | $271.0K | 0.02% | +1,989 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,881 | $256.0K | 0.02% | +99+5.6% | Added |
| Greenleaf Trust | 1,838 | $251.0K | 0.00% | +46+2.6% | Added |
| Samalin Investment Counsel, LLC | 1,828 | $249.0K | 0.15% | −84−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,802 | $245.0K | 0.00% | +195+12.1% | Added |
| Winton Group Ltd | 1,746 | $238.0K | 0.01% | −450−20.5% | Reduced |
| Arrow Investment Advisors, LLC | 1,698 | $231.0K | 0.16% | +1,698 | New |
| 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 |
| Cigna Investments Inc | 1,647 | $224.0K | 0.02% | −560−25.4% | Reduced |
| Private Advisor Group, LLC | 1,626 | $222.0K | 0.00% | +1,626 | 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 |
| qPULA Trading Management LP | 1,556 | $212.0K | 0.38% | +1,556 | New |
| SOL Capital Management CO | 1,550 | $211.0K | 0.04% | +1,550 | New |
| Gateway Investment Advisers LLC | 1,524 | $208.0K | 0.00% | +1,524 | New |
| Penobscot Investment Management Company, Inc. | 1,500 | $204.0K | 0.03% | +1,500 | New |
| PGGM Investments | 1,482 | $202.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,468 | $200.0K | 0.01% | +1,468 | New |
| Signaturefd, LLC | 1,314 | $179.0K | 0.01% | +61+4.9% | Added |
| Trust Co of Vermont | 1,300 | $177.0K | 0.01% | +1,300 | New |
| Ellevest, Inc. | 1,250 | $170.0K | 0.02% | +218+21.1% | Added |
| 1832 Asset Management L.P. | 1,563 | $169.0K | 0.00% | −840−35.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $163.0K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,065 | $145.0K | 0.00% | +644+153.0% | Added |
| FMR LLC | 1,041 | $142.0K | 0.00% | +164+18.7% | Added |
| Front Row Advisors LLC | 1,000 | $137.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| State of Wyoming | 890 | $121.0K | 0.06% | +564+173.0% | Added |
| Eagle Bay Advisors LLC | 750 | $102.0K | 0.07% | +250+50.0% | Added |
| Sentry Investment Management LLC | 653 | $89.0K | 0.02% | +632+3,009.5% | Added |
| Lazard Asset Management LLC | 610 | $83.0K | 0.00% | +85+16.2% | Added |
| Parallel Advisors, LLC | 562 | $77.0K | 0.00% | +97+20.9% | Added |
| Ci Investments Inc. | 536 | $73.0K | 0.00% | +532+13,300.0% | Added |
| Delta Asset Management LLC | 525 | $72.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 523 | $71.3K | 0.00% | −325−38.3% | Reduced |
| Huntington National Bank | 489 | $67.0K | 0.00% | +489 | New |
| Twin Tree Management, LP | 439 | $60.0K | 0.00% | −174−28.4% | Reduced |
| Group One Trading, L.P. | 404 | $55.0K | 0.00% | −200−33.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 389 | $53.0K | 0.01% | +4+1.0% | Added |
| CWM, LLC | 369 | $50.0K | 0.00% | +369 | New |
| Capital Analysts, LLC | 366 | $50.0K | 0.00% | +366 | New |
| Federated Hermes, Inc. | 313 | $43.0K | 0.00% | −2−0.6% | Reduced |
| Concord Wealth Partners | 319 | $43.0K | 0.01% | +7+2.2% | Added |
| Anchor Investment Management, LLC | 270 | $36.8K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $36.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 259 | $35.0K | 0.00% | −805−75.7% | Reduced |
| National Bank of Canada | 247 | $33.0K | 0.00% | +247 | New |
| American Portfolios Advisors | 238 | $32.4K | 0.00% | +42+21.4% | Added |
| PSI Advisors, LLC | 234 | $32.0K | 0.01% | −236−50.2% | Reduced |
| Tortoise Investment Management, LLC | 204 | $28.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 187 | $25.0K | 0.00% | +187 | New |