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, Q1 2022
Institutional positions in Federal Realty Investment Trust as of Mar 31, 2022. 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
- 399
- +61 vs. Q4 2021
- Shares held
- 73.5M
- +17.6M (+31.6%) vs. Q4 2021
- Total value
- $8.95B
- +$1.39B (+18.4%) vs. Q4 2021
- New holders
- 127
- 121 more added
- Sold out
- 66
- 107 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 1,721 | $210.0K | 0.00% | −11,810−87.3% | Reduced |
| Ellevest, Inc. | 1,750 | $214.0K | 0.02% | +500+40.0% | Added |
| Coldstream Capital Management Inc | 1,749 | $214.0K | 0.01% | +1,749 | New |
| Pathstone Family Office, LLC | 1,738 | $214.0K | 0.01% | +1,738 | New |
| Profund Advisors LLC | 1,804 | $220.0K | 0.01% | −920−33.8% | Reduced |
| Prospera Financial Services Inc | 1,799 | $220.0K | 0.01% | +1,799 | New |
| Putnam Investments LLC | 1,837 | $224.0K | 0.00% | +1,837 | New |
| Dorchester Wealth Management Co | 1,475 | $225.0K | 0.04% | +1,475 | New |
| Nomura Holdings Inc | 1,878 | $233.0K | 0.00% | −9,749−83.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,906 | $233.0K | 0.05% | +1,906 | New |
| Lumature Wealth Partners, LLC | 1,909 | $233.0K | 0.09% | +1,909 | New |
| Quadrature Capital Ltd | 1,977 | $241.0K | 0.01% | +1,977 | New |
| Sequoia Financial Advisors, LLC | 2,000 | $244.0K | 0.01% | +2,000 | New |
| Financial Network Wealth Management LLC | 2,000 | $244.0K | 0.13% | +2,000 | New |
| Blair William & Co | 2,014 | $246.0K | 0.00% | +2,014 | New |
| Commerce Bank | 2,042 | $249.0K | 0.00% | +7+0.3% | Added |
| Inverness Counsel LLC | 2,067 | $252.0K | 0.01% | −50−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,088 | $255.0K | 0.02% | +207+11.0% | Added |
| Twinbeech Capital LP | 2,115 | $258.0K | 0.01% | +2,115 | New |
| Lafayette Investments, Inc. | 2,150 | $262.0K | 0.07% | +2,150 | New |
| Mather Group, LLC. | 2,172 | $265.0K | 0.01% | +9+0.4% | Added |
| Winton Group Ltd | 2,174 | $265.0K | 0.01% | +428+24.5% | Added |
| Powell Investment Advisors, LLC | 2,183 | $269.0K | 0.16% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,226 | $272.0K | 0.09% | +2,226 | New |
| Kaizen Financial Strategies | 2,251 | $275.0K | 0.22% | +2,251 | New |
| Alpine Global Management, LLC | 2,295 | $280.0K | 0.07% | −2,294−50.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,368 | $289.0K | 0.00% | −2,202−48.2% | Reduced |
| Keybank National Association | 2,413 | $295.0K | 0.00% | +6+0.2% | Added |
| Insight Folios Inc | 2,482 | $303.0K | 0.13% | +211+9.3% | Added |
| Meeder Asset Management Inc | 2,497 | $305.0K | 0.01% | +152+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,531 | $309.0K | 0.00% | +5+0.2% | Added |
| Engineers Gate Manager LP | 2,565 | $313.0K | 0.01% | +1,097+74.7% | Added |
| Holloway Wealth Management, LLC | – | $316.0K | 0.09% | – | – |
| Sawtooth Solutions, LLC | 2,654 | $324.0K | 0.04% | +2,654 | New |
| Smith Shellnut Wilson LLC | 2,679 | $327.0K | 0.17% | +18+0.7% | Added |
| Two Sigma Securities, LLC | 2,701 | $330.0K | 0.05% | +437+19.3% | Added |
| Strategy Asset Managers LLC | 2,702 | $330.0K | 0.07% | +2,702 | New |
| Creative Planning | 2,734 | $334.0K | 0.00% | +1,142+71.7% | Added |
| Fiduciary Group LLC | 3,075 | $335.0K | 0.04% | −90−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 2,745 | $335.0K | 0.02% | +2,745 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,815 | $344.0K | 0.01% | +2,815 | New |
| Cetera Investment Advisers | 2,886 | $352.0K | 0.01% | +2,886 | New |
| Illinois Municipal Retirement Fund | 2,906 | $355.0K | 0.01% | +2,906 | New |
| Tobam | 3,085 | $377.0K | 0.02% | −1,077−25.9% | Reduced |
| Two Sigma Advisers, LP | 3,100 | $378.0K | 0.00% | +3,100 | New |
| Principal Street Partners, LLC | 3,145 | $384.0K | 0.09% | −33−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,175 | $388.0K | 0.01% | +330+11.6% | Added |
| F3Logic, LLC | 3,229 | $396.0K | 0.06% | +29+0.9% | Added |
| Gotham Asset Management, LLC | 3,360 | $410.0K | 0.01% | +51+1.5% | Added |
| Baird Financial Group, Inc. | 3,533 | $431.0K | 0.00% | +13+0.4% | Added |
| AE Wealth Management LLC | 3,558 | $434.0K | 0.00% | +3,558 | New |
| Vestmark Advisory Solutions, Inc. | 3,599 | $439.0K | 0.02% | +780+27.7% | Added |
| Pacer Advisors, Inc. | 3,661 | $447.0K | 0.00% | +19+0.5% | Added |
| Rafferty Asset Management, LLC | 3,868 | $472.0K | 0.00% | +111+3.0% | Added |
| Naviter Wealth, LLC | 3,890 | $479.0K | 0.16% | +3,890 | New |
| Pearl River Capital, LLC | 3,973 | $485.0K | 0.13% | +3,973 | New |
| Wexford Capital LP | 3,984 | $486.0K | 0.10% | +3,984 | New |
| New Mexico Educational Retirement Board | 4,150 | $507.0K | 0.02% | −100−2.4% | Reduced |
| Great Lakes Advisors, LLC | 4,154 | $507.0K | 0.01% | +53+1.3% | Added |
| KCM Investment Advisors LLC | 4,228 | $516.0K | 0.02% | +4,228 | New |
| Oppenheimer Asset Management Inc. | 4,366 | $533.0K | 0.01% | −1,928−30.6% | Reduced |
| Contravisory Investment Management, Inc. | 4,376 | $534.0K | 0.15% | −536−10.9% | Reduced |
| US Bancorp | 4,396 | $537.0K | 0.00% | −679−13.4% | Reduced |
| FORA Capital, LLC | 4,339 | $538.0K | 0.10% | +1,918+79.2% | Added |
| Monetary Management Group Inc | 4,450 | $543.0K | 0.14% | −500−10.1% | Reduced |
| Lido Advisors, LLC | 4,482 | $547.0K | 0.01% | +4,482 | New |
| Neuberger Berman Group LLC | 4,484 | $548.0K | 0.00% | −199−4.2% | Reduced |
| Jane Street Group, LLC | 4,499 | $549.0K | 0.00% | +2,377+112.0% | Added |
| IFP Advisors, Inc | 3,915 | $550.0K | 0.01% | +3,656+1,411.6% | Added |
| Kentucky Retirement Systems | 4,510 | $551.0K | 0.02% | +214+5.0% | Added |
| AlphaCrest Capital Management LLC | 4,558 | $556.0K | 0.03% | +910+24.9% | Added |
| Xponance, Inc. | 4,563 | $557.0K | 0.01% | +4,563 | New |
| Northwest & Ethical Investments L.P. | 4,589 | $560.2K | 0.02% | −235−4.9% | Reduced |
| Wolverine Trading, LLC | 4,551 | $565.0K | 0.02% | +4,551 | New |
| Louisiana State Employees Retirement System | 4,500 | $569.0K | 0.01% | +100+2.3% | Added |
| Mirabella Financial Services LLP | 4,684 | $572.0K | 0.07% | −10,286−68.7% | Reduced |
| Cetera Advisor Networks LLC | 4,690 | $573.0K | 0.01% | +4,690 | New |
| Dynamic Technology Lab Private Ltd | 4,889 | $597.0K | 0.07% | +4,889 | New |
| Teachers Retirement System of the State of Kentucky | 4,936 | $603.0K | 0.01% | −214−4.2% | Reduced |
| Panagora Asset Management Inc | 5,123 | $625.0K | 0.00% | +193+3.9% | Added |
| Csenge Advisory Group | 5,170 | $631.0K | 0.05% | −409−7.3% | Reduced |
| Sigma Planning Corp | 5,243 | $640.0K | 0.02% | −234−4.3% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $645.0K | 0.22% | +80+1.5% | Added |
| Cresset Asset Management, LLC | 5,264 | $651.0K | 0.01% | +5,264 | New |
| Mackenzie Financial Corp | 5,343 | $652.0K | 0.00% | +705+15.2% | Added |
| Swiss Life Asset Management Ltd | 5,425 | $660.8K | 0.01% | −34−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 5,561 | $679.0K | 0.01% | −100−1.8% | Reduced |
| FMR LLC | 5,688 | $694.0K | 0.00% | +4,647+446.4% | Added |
| Maryland State Retirement & Pension System | 5,739 | $701.0K | 0.02% | +5,739 | New |
| Eudaimonia Partners, LLC | 5,800 | $708.0K | 0.12% | +5,800 | New |
| Fifth Third Bancorp | 5,949 | $726.0K | 0.00% | −382−6.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,090 | $743.0K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 6,179 | $754.0K | 0.05% | +2,409+63.9% | Added |
| Altium Wealth Management LLC | 6,360 | $776.0K | 0.05% | +6,360 | New |
| Abeille Asset Management SA | 6,375 | $778.0K | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,622 | $808.0K | 0.02% | +6,622 | New |
| Commonwealth Equity Services, LLC | 6,663 | $813.0K | 0.00% | −5−0.1% | Reduced |
| Franklin Resources Inc | 6,854 | $837.0K | 0.00% | +6,854 | New |
| Nissay Asset Management Corp | 6,903 | $843.0K | 0.01% | −55−0.8% | Reduced |
| CIBC Asset Management Inc | 6,966 | $850.0K | 0.00% | +82+1.2% | Added |