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, Q2 2022
Institutional positions in Federal Realty Investment Trust as of Jun 30, 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
- 402
- +10 vs. Q1 2022
- Shares held
- 75.0M
- +1.99M (+2.7%) vs. Q1 2022
- Total value
- $7.19B
- −$1.70B (−19.1%) vs. Q1 2022
- New holders
- 66
- 142 more added
- Sold out
- 56
- 133 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 3 | $0 | 0.00% | −12−80.0% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $0 | 0.00% | +1 | New |
| Exane Derivatives | 1 | $96 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 7 | $670 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 9 | $862 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | −312−97.8% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Clearview Wealth Advisors LLC | 19 | $2.00K | 0.00% | −88−82.2% | Reduced |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | −3−15.8% | Reduced |
| TCI Wealth Advisors, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| First Horizon Advisors, Inc. | 27 | $3.00K | 0.00% | −65−70.7% | Reduced |
| Earnest Partners LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $4.00K | 0.00% | −68−61.8% | Reduced |
| Private Capital Group, LLC | 39 | $4.00K | 0.00% | −13−25.0% | Reduced |
| Proequities, Inc. | 39 | $4.00K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 39 | $4.00K | 0.00% | +39 | New |
| Sutton Wealth Advisors Inc. | 52 | $4.98K | 0.00% | −5−8.8% | Reduced |
| Lindbrook Capital, LLC | 54 | $5.00K | 0.00% | −48−47.1% | Reduced |
| Global Retirement Partners, LLC | 50 | $5.00K | 0.00% | −22−30.6% | Reduced |
| Sound Income Strategies, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 43 | $5.00K | 0.00% | +16+59.3% | Added |
| Private Trust Co NA | 48 | $5.00K | 0.00% | +48 | New |
| HHM Wealth Advisors, LLC | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 86 | $8.00K | 0.02% | +86 | New |
| BerganKDV Wealth Management, LLC | 95 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $9.00K | 0.00% | +21+28.0% | Added |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 113 | $11.0K | 0.00% | −3,548−96.9% | Reduced |
| State of Wyoming | 112 | $11.0K | 0.01% | −432−79.4% | Reduced |
| Covestor Ltd | 131 | $13.0K | 0.01% | +131 | New |
| Fortis Advisors, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 148 | $14.0K | 0.00% | +119+410.3% | Added |
| CX Institutional | 151 | $14.0K | 0.00% | +151 | New |
| AdvisorNet Financial, Inc | 170 | $16.0K | 0.00% | −9−5.0% | Reduced |
| Charter Oak Capital Management, LLC | 166 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 193 | $18.0K | 0.00% | −22−10.2% | Reduced |
| Bangor Savings Bank | 200 | $19.0K | 0.00% | +200 | New |
| Tortoise Investment Management, LLC | 204 | $20.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 222 | $21.0K | 0.00% | +222 | New |
| TD Private Client Wealth LLC | 228 | $21.8K | 0.00% | −74−24.5% | Reduced |
| Parkside Financial Bank & Trust | 227 | $22.0K | 0.01% | −265−53.9% | Reduced |
| Harbour Investments, Inc. | 230 | $22.0K | 0.00% | +230 | New |
| PSI Advisors, LLC | 234 | $22.0K | 0.01% | +234 | New |
| American Portfolios Advisors | 238 | $22.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 240 | $23.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $24.0K | 0.01% | +160+168.4% | Added |
| M&R Capital Management Inc | 270 | $25.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $25.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 277 | $26.0K | 0.00% | +30+12.1% | Added |
| Ci Investments Inc. | 304 | $29.0K | 0.00% | −232−43.3% | Reduced |
| Bartlett & Co. LLC | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 330 | $31.0K | 0.00% | −193−36.9% | Reduced |
| Baldwin Brothers Inc | 350 | $34.0K | 0.00% | +350 | New |
| Capital Analysts, LLC | 369 | $35.0K | 0.00% | +2+0.5% | Added |
| Brown Brothers Harriman & Co | 362 | $35.0K | 0.00% | +25+7.4% | Added |
| Sugarloaf Wealth Management, LLC | 392 | $37.0K | 0.01% | +4+1.0% | Added |
| Federated Hermes, Inc. | 389 | $37.0K | 0.00% | +84+27.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 397 | $38.0K | 0.00% | +397 | New |
| Group One Trading, L.P. | 404 | $39.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 421 | $40.0K | 0.00% | −10,391−96.1% | Reduced |
| Sentry Investment Management LLC | 468 | $45.0K | 0.02% | −91−16.3% | Reduced |
| SeaCrest Wealth Management, LLC | 482 | $46.0K | 0.01% | +482 | New |
| Carmichael Hill & Associates, Inc. | 487 | $47.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 530 | $50.0K | 0.00% | +530 | New |
| Toth Financial Advisory Corp | 534 | $51.0K | 0.01% | +2+0.4% | Added |
| US Asset Management LLC | 599 | $57.0K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 687 | $65.0K | 0.00% | −401−36.9% | Reduced |
| Ellis Investment Partners, LLC | 824 | $78.0K | 0.02% | +7+0.9% | Added |
| Signaturefd, LLC | 832 | $80.0K | 0.00% | −78−8.6% | Reduced |
| Quadrant Capital Group LLC | 920 | $88.0K | 0.01% | −59−6.0% | Reduced |
| CWM, LLC | 959 | $92.0K | 0.00% | +569+145.9% | Added |
| Ellevest, Inc. | 978 | $94.0K | 0.01% | −772−44.1% | Reduced |
| Whittier Trust Co | 1,000 | $96.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,065 | $102.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $114.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $124.0K | 0.01% | +1,300 | New |
| Northwestern Mutual Wealth Management Co | 1,545 | $148.0K | 0.00% | +516+50.1% | Added |
| Acadian Asset Management LLC | 1,562 | $150.0K | 0.00% | +1,562 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,683 | $161.0K | 0.00% | +889+112.0% | Added |
| Prospera Financial Services Inc | 1,713 | $164.0K | 0.01% | −86−4.8% | Reduced |
| Spire Wealth Management | 2,030 | $194.0K | 0.01% | +2,030 | New |
| Commerce Bank | 2,101 | $201.0K | 0.00% | +59+2.9% | Added |