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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 173 | $24.0K | 0.00% | −47−21.4% | Reduced |
| Charter Oak Capital Management, LLC | 166 | $23.0K | 0.00% | 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 |
| FAI Wealth Management | 124 | $16.0K | 0.01% | 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 |
| 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 |
| First Horizon Advisors, Inc. | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 89 | $12.0K | 0.00% | +89 | New |
| First Command Bank | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $11.0K | 0.02% | +83 | New |
| CVA Family Office, LLC | 65 | $9.00K | 0.00% | +65 | New |
| Ancora Advisors, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Earnest Partners LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 37 | $5.00K | 0.00% | +37 | 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 |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $3.00K | 0.00% | +21 | New |
| Sutton Wealth Advisors Inc. | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.45K | 0.00% | +9+100.0% | Added |
| 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 |
| Atlas Capital Advisors LLC | 8 | $1.09K | 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 |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 0 | $0 | 0.00% | −11,805,398−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −2,680,579−100.0% | Sold out |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −697,281−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −504,073−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −499,898−100.0% | Sold out |
| Parametric Portfolio Associates LLC | 0 | $0 | 0.00% | −272,456−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −194,876−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −161,496−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −112,920−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −107,254−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −104,402−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −98,940−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −90,705−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −85,701−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −72,135−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −63,394−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −61,323−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −60,019−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −49,262−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −47,911−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −44,134−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −43,532−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −37,677−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −34,256−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −27,726−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −26,925−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,855−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,618−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,407−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −21,762−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −19,452−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −17,773−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −17,702−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −16,102−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −15,510−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −12,875−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,084−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,160−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −10,976−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,497−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −9,026−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −8,965−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −6,546−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,567−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |