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, 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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 2,143 | $205.0K | 0.00% | +2,143 | New |
| Lumature Wealth Partners, LLC | 2,110 | $202.0K | 0.09% | +201+10.5% | Added |
| Commerce Bank | 2,101 | $201.0K | 0.00% | +59+2.9% | Added |
| Spire Wealth Management | 2,030 | $194.0K | 0.01% | +2,030 | New |
| Prospera Financial Services Inc | 1,713 | $164.0K | 0.01% | −86−4.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,683 | $161.0K | 0.00% | +889+112.0% | Added |
| Acadian Asset Management LLC | 1,562 | $150.0K | 0.00% | +1,562 | New |
| Northwestern Mutual Wealth Management Co | 1,545 | $148.0K | 0.00% | +516+50.1% | Added |
| Trust Co of Vermont | 1,300 | $124.0K | 0.01% | +1,300 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $114.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,065 | $102.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $96.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 978 | $94.0K | 0.01% | −772−44.1% | Reduced |
| CWM, LLC | 959 | $92.0K | 0.00% | +569+145.9% | Added |
| Quadrant Capital Group LLC | 920 | $88.0K | 0.01% | −59−6.0% | Reduced |
| Signaturefd, LLC | 832 | $80.0K | 0.00% | −78−8.6% | Reduced |
| Ellis Investment Partners, LLC | 824 | $78.0K | 0.02% | +7+0.9% | Added |
| Lazard Asset Management LLC | 687 | $65.0K | 0.00% | −401−36.9% | Reduced |
| US Asset Management LLC | 599 | $57.0K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 534 | $51.0K | 0.01% | +2+0.4% | Added |
| Simplex Trading, LLC | 530 | $50.0K | 0.00% | +530 | New |
| Northwest Investment Counselors, LLC | 500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 487 | $47.0K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 482 | $46.0K | 0.01% | +482 | New |
| Sentry Investment Management LLC | 468 | $45.0K | 0.02% | −91−16.3% | Reduced |
| DuPont Capital Management Corp | 421 | $40.0K | 0.00% | −10,391−96.1% | Reduced |
| Group One Trading, L.P. | 404 | $39.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 397 | $38.0K | 0.00% | +397 | New |
| 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 |
| 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 |
| Baldwin Brothers Inc | 350 | $34.0K | 0.00% | +350 | New |
| Huntington National Bank | 330 | $31.0K | 0.00% | −193−36.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 304 | $29.0K | 0.00% | −232−43.3% | Reduced |
| Bartlett & Co. LLC | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 277 | $26.0K | 0.00% | +30+12.1% | Added |
| Anchor Investment Management, LLC | 270 | $25.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $25.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $24.0K | 0.01% | +160+168.4% | Added |
| Montag A & Associates Inc | 240 | $23.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 238 | $22.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 228 | $21.8K | 0.00% | −74−24.5% | Reduced |
| Glassman Wealth Services | 222 | $21.0K | 0.00% | +222 | New |
| Tortoise Investment Management, LLC | 204 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $19.0K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 193 | $18.0K | 0.00% | −22−10.2% | Reduced |
| 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 |
| 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 |
| Covestor Ltd | 131 | $13.0K | 0.01% | +131 | New |
| 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 |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| HHM Wealth Advisors, LLC | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 86 | $8.00K | 0.02% | +86 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 52 | $4.98K | 0.00% | −5−8.8% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 9 | $862 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $670 | 0.00% | +7 | New |
| Exane Derivatives | 1 | $96 | 0.00% | +1 | New |
| Evoke Wealth, LLC | 3 | $0 | 0.00% | −12−80.0% | Reduced |