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 |
|---|---|---|---|---|---|
| Lumature Wealth Partners, LLC | 2,110 | $202.0K | 0.09% | +201+10.5% | Added |
| Private Advisor Group, LLC | 2,143 | $205.0K | 0.00% | +2,143 | New |
| Lafayette Investments, Inc. | 2,150 | $206.0K | 0.06% | 00.0% | Unchanged |
| LMR Partners LLP | 2,183 | $209.0K | 0.00% | +2,183 | New |
| Powell Investment Advisors, LLC | 2,183 | $211.0K | 0.13% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,270 | $217.0K | 0.21% | +19+0.8% | Added |
| Oak Thistle LLC | 2,331 | $223.0K | 0.43% | +2,331 | New |
| Intrua Financial, LLC | 2,410 | $231.0K | 0.05% | +2,410 | New |
| RB Capital Management, LLC | 2,430 | $233.0K | 0.09% | +204+9.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,442 | $234.0K | 0.02% | +354+17.0% | Added |
| Echo Street Capital Management LLC | 2,479 | $237.0K | 0.00% | +2,479 | New |
| Keybank National Association | 2,485 | $238.0K | 0.00% | +72+3.0% | Added |
| Smith Shellnut Wilson LLC | 2,505 | $240.0K | 0.15% | −174−6.5% | Reduced |
| AE Wealth Management LLC | 2,578 | $247.0K | 0.00% | −980−27.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,590 | $248.0K | 0.03% | +2,590 | New |
| Meeder Asset Management Inc | 2,656 | $255.0K | 0.01% | +159+6.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,670 | $256.0K | 0.00% | +139+5.5% | Added |
| Quadrature Capital Ltd | 2,700 | $259.0K | 0.01% | +723+36.6% | Added |
| Creative Planning | 2,840 | $272.0K | 0.00% | +106+3.9% | Added |
| Sawtooth Solutions, LLC | 2,838 | $272.0K | 0.04% | +184+6.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,857 | $274.0K | 0.01% | +42+1.5% | Added |
| Cetera Investment Advisers | 2,953 | $283.0K | 0.00% | +67+2.3% | Added |
| Principal Street Partners, LLC | 3,049 | $292.0K | 0.08% | −96−3.1% | Reduced |
| Tobam | 3,084 | $295.0K | 0.02% | −10.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,135 | $300.0K | 0.01% | −40−1.3% | Reduced |
| Gsa Capital Partners LLP | 3,282 | $314.0K | 0.05% | +3,282 | New |
| Securian Asset Management, Inc | 3,307 | $317.0K | 0.01% | +3,307 | New |
| Rafferty Asset Management, LLC | 3,319 | $318.0K | 0.00% | −549−14.2% | Reduced |
| HBK Investments L P | 3,353 | $321.0K | 0.01% | +3,353 | New |
| Sandy Spring Bank | 3,430 | $328.0K | 0.02% | +2,580+303.5% | Added |
| Baird Financial Group, Inc. | 3,468 | $332.0K | 0.00% | −65−1.8% | Reduced |
| Fiduciary Group LLC | 3,075 | $338.0K | 0.04% | 00.0% | Unchanged |
| Twinbeech Capital LP | 3,556 | $340.0K | 0.02% | +1,441+68.1% | Added |
| Naviter Wealth, LLC | 3,817 | $369.0K | 0.15% | −73−1.9% | Reduced |
| Blueshift Asset Management, LLC | 3,849 | $369.0K | 0.06% | +3,849 | New |
| Csenge Advisory Group | 3,913 | $375.0K | 0.03% | −1,257−24.3% | Reduced |
| New Mexico Educational Retirement Board | 3,950 | $378.0K | 0.02% | −200−4.8% | Reduced |
| Great Lakes Advisors, LLC | 3,968 | $380.0K | 0.01% | −186−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,060 | $388.0K | 0.01% | −306−7.0% | Reduced |
| KCM Investment Advisors LLC | 4,053 | $388.0K | 0.02% | −175−4.1% | Reduced |
| XTX Topco Ltd | 4,078 | $390.0K | 0.16% | +4,078 | New |
| Gotham Asset Management, LLC | 4,215 | $404.0K | 0.01% | +855+25.4% | Added |
| JustInvest LLC | 4,282 | $410.0K | 0.02% | −3,244−43.1% | Reduced |
| Contravisory Investment Management, Inc. | 4,325 | $414.0K | 0.13% | −51−1.2% | Reduced |
| Bank of Nova Scotia | 4,347 | $416.0K | 0.00% | +2,626+152.6% | Added |
| Jane Street Group, LLC | 4,440 | $425.0K | 0.00% | −59−1.3% | Reduced |
| Monetary Management Group Inc | 4,450 | $426.0K | 0.13% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,452 | $426.0K | 0.03% | +4,452 | New |
| Dynamic Technology Lab Private Ltd | 4,485 | $429.0K | 0.05% | −404−8.3% | Reduced |
| Sigma Planning Corp | 4,520 | $433.0K | 0.02% | −723−13.8% | Reduced |
| US Bancorp | 4,561 | $437.0K | 0.00% | +165+3.8% | Added |
| Neuberger Berman Group LLC | 4,580 | $439.0K | 0.00% | +96+2.1% | Added |
| Northwest & Ethical Investments L.P. | 4,589 | $439.4K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,606 | $441.0K | 0.01% | +1,700+58.5% | Added |
| Two Sigma Advisers, LP | 4,700 | $450.0K | 0.00% | +1,600+51.6% | Added |
| Louisiana State Employees Retirement System | 4,500 | $454.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,750 | $455.0K | 0.10% | +4,500+1,800.0% | Added |
| Panagora Asset Management Inc | 5,123 | $490.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,550 | $500.0K | 0.02% | −365−9.3% | Reduced |
| Ensign Peak Advisors, Inc | 5,240 | $502.0K | 0.00% | −2,457−31.9% | Reduced |
| Cetera Advisor Networks LLC | 5,258 | $503.0K | 0.01% | +568+12.1% | Added |
| FMR LLC | 5,269 | $505.0K | 0.00% | −419−7.4% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $506.0K | 0.20% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,305 | $508.0K | 0.02% | +795+17.6% | Added |
| Bridgewater Associates, LP | 5,378 | $515.0K | 0.00% | −10,965−67.1% | Reduced |
| PEAK6 Investments LLC | 5,404 | $517.9K | 0.01% | +5,404 | New |
| Swiss Life Asset Management Ltd | 5,425 | $521.4K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,517 | $528.0K | 0.01% | −44−0.8% | Reduced |
| Lockheed Martin Investment Management Co | 5,665 | $542.0K | 0.04% | −2,030−26.4% | Reduced |
| Maryland State Retirement & Pension System | 5,739 | $549.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 6,090 | $583.0K | 0.07% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,221 | $596.0K | 0.08% | −1,237−16.6% | Reduced |
| Engineers Gate Manager LP | 6,253 | $599.0K | 0.02% | +3,688+143.8% | Added |
| Fifth Third Bancorp | 6,348 | $608.0K | 0.00% | +399+6.7% | Added |
| Commonwealth Equity Services, LLC | 6,402 | $613.0K | 0.00% | −261−3.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,401 | $613.0K | 0.04% | +2,802+77.9% | Added |
| Tower Research Capital LLC (TRC) | 6,464 | $619.0K | 0.01% | −4,807−42.6% | Reduced |
| Ossiam | 6,530 | $625.0K | 0.02% | +6,530 | New |
| MQS Management LLC | 6,720 | $643.0K | 0.44% | +6,720 | New |
| Franklin Resources Inc | 6,753 | $646.0K | 0.00% | −101−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,771 | $647.0K | 0.03% | −5,500−44.8% | Reduced |
| Public Sector Pension Investment Board | 6,792 | $650.0K | 0.01% | −3,140−31.6% | Reduced |
| Brown Advisory Inc | 6,842 | $655.0K | 0.00% | −350−4.9% | Reduced |
| Hartford Investment Management Co | 6,850 | $656.0K | 0.02% | +228+3.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,967 | $667.0K | 0.09% | +5,061+265.5% | Added |
| Nissay Asset Management Corp | 6,979 | $668.0K | 0.01% | +76+1.1% | Added |
| Mackenzie Financial Corp | 6,982 | $668.0K | 0.00% | +1,639+30.7% | Added |
| Ethic Inc. | 7,088 | $679.0K | 0.05% | +909+14.7% | Added |
| Norinchukin Bank, The | 7,119 | $682.0K | 0.01% | −1,246−14.9% | Reduced |
| Squarepoint Ops LLC | 7,162 | $686.0K | 0.01% | +7,162 | New |
| Algert Global LLC | 7,172 | $687.0K | 0.05% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7,369 | $706.0K | 0.05% | +1,009+15.9% | Added |
| Metropolitan Life Insurance Co | 7,410 | $709.4K | 0.03% | −1,040−12.3% | Reduced |
| First National Trust Co | 7,424 | $711.0K | 0.04% | −19−0.3% | Reduced |
| Xponance, Inc. | 7,598 | $727.0K | 0.01% | +3,035+66.5% | Added |
| GWM Advisors LLC | 7,607 | $728.0K | 0.01% | +7,607 | New |
| Burke & Herbert Bank & Trust Co | 7,755 | $742.0K | 0.56% | −825−9.6% | Reduced |
| Fort Point Capital Partners LLC | 7,834 | $750.0K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,869 | $753.0K | 0.02% | +3,387+75.6% | Added |
| Nomura Holdings Inc | 7,741 | $755.0K | 0.01% | +5,863+312.2% | Added |