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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.

Institutional holdersQ1 2022: 399 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 heldQ1 2022: $8.95B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q4 2021.

Institutions holding FRT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Blossom Wealth Management1,660$203.0K0.92%+1,660New
PGGM Investments1,482$202.0K0.00%00.0%Unchanged
Davenport & Co LLC1,647$201.0K0.00%00.0%Unchanged
Xcel Wealth Management, LLC1,650$201.0K0.06%00.0%Unchanged
Capstone Investment Advisors, LLC1,399$171.0K0.00%+1,399New
Aaron Wealth Advisors18,432$151.0K0.00%+18,432New
Jackson, Grant Investment Advisers, Inc.1,193$146.0K0.06%00.0%Unchanged
Lazard Asset Management LLC1,088$132.0K0.00%+478+78.4%Added
Belpointe Asset Management LLC1,089$132.0K0.01%+1,089New
Bessemer Group Inc1,065$130.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,029$126.0K0.00%−773−42.9%Reduced
Front Row Advisors LLC1,000$123.0K0.05%00.0%Unchanged
Whittier Trust Co1,000$122.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC979$119.0K0.01%+979New
Signaturefd, LLC910$111.0K0.00%−404−30.7%Reduced
Sandy Spring Bank850$104.0K0.01%+750+750.0%Added
Migdal Insurance & Financial Holdings Ltd.794$99.0K0.00%+794New
Ellis Investment Partners, LLC817$99.0K0.02%+817New
US Asset Management LLC599$73.0K0.07%+599New
Sentry Investment Management LLC559$68.0K0.02%−94−14.4%Reduced
State of Wyoming544$66.0K0.03%−346−38.9%Reduced
Ci Investments Inc.536$65.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp532$65.0K0.01%+532New
Huntington National Bank523$64.0K0.00%+34+7.0%Added
Northwest Investment Counselors, LLC500$61.0K0.02%+500New
Parkside Financial Bank & Trust492$60.0K0.02%+492New
Carmichael Hill & Associates, Inc.487$59.0K0.03%+487New
M&T Bank Corp425$52.0K0.00%−6,865−94.2%Reduced
Group One Trading, L.P.404$49.0K0.00%00.0%Unchanged
CWM, LLC390$48.0K0.00%+21+5.7%Added
Sugarloaf Wealth Management, LLC388$47.0K0.01%−1−0.3%Reduced
Capital Analysts, LLC367$45.0K0.00%+1+0.3%Added
Brown Brothers Harriman & Co337$41.0K0.00%+237+237.0%Added
Concord Wealth Partners319$39.0K0.01%00.0%Unchanged
Federated Hermes, Inc.305$37.0K0.00%−8−2.6%Reduced
Bartlett & Co. LLC300$37.0K0.00%+300New
Bartlett & Co. Wealth Management LLC300$36.9K0.00%+300New
TD Private Client Wealth LLC302$36.9K0.00%+302New
Anchor Investment Management, LLC270$33.0K0.00%00.0%Unchanged
M&R Capital Management Inc270$32.0K0.01%00.0%Unchanged
National Bank of Canada247$30.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP250$30.0K0.01%+200+400.0%Added
American Portfolios Advisors238$29.1K0.00%00.0%Unchanged
Montag A & Associates Inc240$29.0K0.00%+240New
Parallel Advisors, LLC215$27.0K0.00%−347−61.7%Reduced
Tortoise Investment Management, LLC204$25.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc179$22.0K0.00%+179New
Charter Oak Capital Management, LLC166$20.0K0.00%00.0%Unchanged
Fortis Advisors, LLC150$18.0K0.01%00.0%Unchanged
360 Financial, Inc.112$14.0K0.01%+112New
Zions Bancorporation, N.A.110$13.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC107$13.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.100$12.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC102$12.0K0.00%−4−3.8%Reduced
CVA Family Office, LLC95$12.0K0.00%+30+46.2%Added
Valley National Advisers Inc100$12.0K0.00%+100New
BerganKDV Wealth Management, LLC95$12.0K0.00%+95New
Byrne Asset Management LLC100$12.0K0.01%+100New
First Horizon Advisors, Inc.92$11.0K0.00%+4+4.5%Added
Asset Dedication, LLC92$11.0K0.00%+92New
HHM Wealth Advisors, LLC79$10.0K0.00%+79New
Massmutual Trust Co FSB75$9.00K0.00%+75New
Boston Private Wealth LLC79$9.00K0.00%+79New
San Luis Wealth Advisors LLC64$9.00K0.00%+64New
Evanson Asset Management, LLC66$8.00K0.00%+66New
Global Retirement Partners, LLC72$8.00K0.00%+72New
Ancora Advisors, LLC60$7.00K0.00%00.0%Unchanged
TCWP LLC63$7.00K0.00%+63New
Sutton Wealth Advisors Inc.57$6.96K0.00%+38+200.0%Added
Sound Income Strategies, LLC50$6.00K0.00%00.0%Unchanged
Private Capital Group, LLC52$6.00K0.00%−2−3.7%Reduced
Atticus Wealth Management, LLC50$6.00K0.00%+50New
Earnest Partners LLC34$4.00K0.00%00.0%Unchanged
Clear Street Markets LLC29$4.00K0.00%+29New
PFG Private Wealth Management, LLC29$4.00K0.00%+29New
Assetmark, Inc23$3.00K0.00%−84−78.5%Reduced
Creative Financial Designs Inc21$3.00K0.00%−34−61.8%Reduced
EverSource Wealth Advisors, LLC27$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.25$3.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC15$2.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.15$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC15$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC19$2.00K0.00%+19New
TCI Wealth Advisors, Inc.17$2.00K0.00%+17New
MCF Advisors LLC16$2.00K0.00%+16New
Carolinas Wealth Consulting LLC17$2.00K0.00%+17New
CFS Investment Advisory Services, LLC192,626$2.00K0.01%+192,626New
Washington Trust Advisors, Inc.17$2.00K0.00%+17New
Raffa Wealth Management, LLC9$1.10K0.00%−9−50.0%Reduced
Canada Pension Plan Investment Board10$1.00K0.00%−42,519−100.0%Reduced
USA Financial Portformulas Corp6$1.00K0.00%−11,051−99.9%Reduced
Horan Securities, Inc.12$1.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC8$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc12$1.00K0.00%+4+50.0%Added
Cullen/Frost Bankers, Inc.7$1.00K0.00%+7New
Investors Research Corp10$1.00K0.00%+10New
TFC Financial Management8$1.00K0.00%+8New
SOA Wealth Advisors, LLC.5$00.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$00.00%+3New
Zimmer Partners, LP0$00.00%−825,000−100.0%Sold out