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, 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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 6,903 | $843.0K | 0.01% | −55−0.8% | Reduced |
| Franklin Resources Inc | 6,854 | $837.0K | 0.00% | +6,854 | New |
| Commonwealth Equity Services, LLC | 6,663 | $813.0K | 0.00% | −5−0.1% | Reduced |
| Hartford Investment Management Co | 6,622 | $808.0K | 0.02% | +6,622 | New |
| Abeille Asset Management SA | 6,375 | $778.0K | 0.02% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 6,360 | $776.0K | 0.05% | +6,360 | New |
| Ethic Inc. | 6,179 | $754.0K | 0.05% | +2,409+63.9% | Added |
| Redpoint Investment Management Pty Ltd | 6,090 | $743.0K | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,949 | $726.0K | 0.00% | −382−6.0% | Reduced |
| Eudaimonia Partners, LLC | 5,800 | $708.0K | 0.12% | +5,800 | New |
| Maryland State Retirement & Pension System | 5,739 | $701.0K | 0.02% | +5,739 | New |
| FMR LLC | 5,688 | $694.0K | 0.00% | +4,647+446.4% | Added |
| Oregon Public Employees Retirement Fund | 5,561 | $679.0K | 0.01% | −100−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 5,425 | $660.8K | 0.01% | −34−0.6% | Reduced |
| Mackenzie Financial Corp | 5,343 | $652.0K | 0.00% | +705+15.2% | Added |
| Cresset Asset Management, LLC | 5,264 | $651.0K | 0.01% | +5,264 | New |
| Montgomery Investment Management Inc | 5,280 | $645.0K | 0.22% | +80+1.5% | Added |
| Sigma Planning Corp | 5,243 | $640.0K | 0.02% | −234−4.3% | Reduced |
| Csenge Advisory Group | 5,170 | $631.0K | 0.05% | −409−7.3% | Reduced |
| Panagora Asset Management Inc | 5,123 | $625.0K | 0.00% | +193+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 4,936 | $603.0K | 0.01% | −214−4.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,889 | $597.0K | 0.07% | +4,889 | New |
| Cetera Advisor Networks LLC | 4,690 | $573.0K | 0.01% | +4,690 | New |
| Mirabella Financial Services LLP | 4,684 | $572.0K | 0.07% | −10,286−68.7% | Reduced |
| Louisiana State Employees Retirement System | 4,500 | $569.0K | 0.01% | +100+2.3% | Added |
| Wolverine Trading, LLC | 4,551 | $565.0K | 0.02% | +4,551 | New |
| Northwest & Ethical Investments L.P. | 4,589 | $560.2K | 0.02% | −235−4.9% | Reduced |
| Xponance, Inc. | 4,563 | $557.0K | 0.01% | +4,563 | New |
| AlphaCrest Capital Management LLC | 4,558 | $556.0K | 0.03% | +910+24.9% | Added |
| Kentucky Retirement Systems | 4,510 | $551.0K | 0.02% | +214+5.0% | Added |
| IFP Advisors, Inc | 3,915 | $550.0K | 0.01% | +3,656+1,411.6% | Added |
| Jane Street Group, LLC | 4,499 | $549.0K | 0.00% | +2,377+112.0% | Added |
| Neuberger Berman Group LLC | 4,484 | $548.0K | 0.00% | −199−4.2% | Reduced |
| Lido Advisors, LLC | 4,482 | $547.0K | 0.01% | +4,482 | New |
| Monetary Management Group Inc | 4,450 | $543.0K | 0.14% | −500−10.1% | Reduced |
| FORA Capital, LLC | 4,339 | $538.0K | 0.10% | +1,918+79.2% | Added |
| US Bancorp | 4,396 | $537.0K | 0.00% | −679−13.4% | Reduced |
| Contravisory Investment Management, Inc. | 4,376 | $534.0K | 0.15% | −536−10.9% | Reduced |
| Oppenheimer Asset Management Inc. | 4,366 | $533.0K | 0.01% | −1,928−30.6% | Reduced |
| KCM Investment Advisors LLC | 4,228 | $516.0K | 0.02% | +4,228 | 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 |
| Wexford Capital LP | 3,984 | $486.0K | 0.10% | +3,984 | New |
| Pearl River Capital, LLC | 3,973 | $485.0K | 0.13% | +3,973 | New |
| Naviter Wealth, LLC | 3,890 | $479.0K | 0.16% | +3,890 | New |
| Rafferty Asset Management, LLC | 3,868 | $472.0K | 0.00% | +111+3.0% | Added |
| Pacer Advisors, Inc. | 3,661 | $447.0K | 0.00% | +19+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,599 | $439.0K | 0.02% | +780+27.7% | Added |
| AE Wealth Management LLC | 3,558 | $434.0K | 0.00% | +3,558 | New |
| Baird Financial Group, Inc. | 3,533 | $431.0K | 0.00% | +13+0.4% | Added |
| Gotham Asset Management, LLC | 3,360 | $410.0K | 0.01% | +51+1.5% | Added |
| F3Logic, LLC | 3,229 | $396.0K | 0.06% | +29+0.9% | Added |
| Crossmark Global Holdings, Inc. | 3,175 | $388.0K | 0.01% | +330+11.6% | Added |
| Principal Street Partners, LLC | 3,145 | $384.0K | 0.09% | −33−1.0% | Reduced |
| Two Sigma Advisers, LP | 3,100 | $378.0K | 0.00% | +3,100 | New |
| Tobam | 3,085 | $377.0K | 0.02% | −1,077−25.9% | Reduced |
| Illinois Municipal Retirement Fund | 2,906 | $355.0K | 0.01% | +2,906 | New |
| Cetera Investment Advisers | 2,886 | $352.0K | 0.01% | +2,886 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,815 | $344.0K | 0.01% | +2,815 | New |
| 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 |
| Creative Planning | 2,734 | $334.0K | 0.00% | +1,142+71.7% | 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 |
| Smith Shellnut Wilson LLC | 2,679 | $327.0K | 0.17% | +18+0.7% | Added |
| Sawtooth Solutions, LLC | 2,654 | $324.0K | 0.04% | +2,654 | New |
| Holloway Wealth Management, LLC | – | $316.0K | 0.09% | – | – |
| Engineers Gate Manager LP | 2,565 | $313.0K | 0.01% | +1,097+74.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,531 | $309.0K | 0.00% | +5+0.2% | Added |
| Meeder Asset Management Inc | 2,497 | $305.0K | 0.01% | +152+6.5% | Added |
| Insight Folios Inc | 2,482 | $303.0K | 0.13% | +211+9.3% | Added |
| Keybank National Association | 2,413 | $295.0K | 0.00% | +6+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,368 | $289.0K | 0.00% | −2,202−48.2% | Reduced |
| Alpine Global Management, LLC | 2,295 | $280.0K | 0.07% | −2,294−50.0% | Reduced |
| Kaizen Financial Strategies | 2,251 | $275.0K | 0.22% | +2,251 | New |
| RB Capital Management, LLC | 2,226 | $272.0K | 0.09% | +2,226 | New |
| Powell Investment Advisors, LLC | 2,183 | $269.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Lafayette Investments, Inc. | 2,150 | $262.0K | 0.07% | +2,150 | New |
| Twinbeech Capital LP | 2,115 | $258.0K | 0.01% | +2,115 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,088 | $255.0K | 0.02% | +207+11.0% | Added |
| Inverness Counsel LLC | 2,067 | $252.0K | 0.01% | −50−2.4% | Reduced |
| Commerce Bank | 2,042 | $249.0K | 0.00% | +7+0.3% | Added |
| Blair William & Co | 2,014 | $246.0K | 0.00% | +2,014 | 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 |
| Quadrature Capital Ltd | 1,977 | $241.0K | 0.01% | +1,977 | 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 |
| Dorchester Wealth Management Co | 1,475 | $225.0K | 0.04% | +1,475 | New |
| Putnam Investments LLC | 1,837 | $224.0K | 0.00% | +1,837 | 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 |
| 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 |
| Bank of Nova Scotia | 1,721 | $210.0K | 0.00% | −11,810−87.3% | Reduced |
| Samalin Investment Counsel, LLC | 1,712 | $209.0K | 0.13% | −116−6.3% | Reduced |