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, Q3 2022
Institutional positions in Federal Realty Investment Trust as of Sep 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
- 389
- −8 vs. Q2 2022
- Shares held
- 77.3M
- +2.35M (+3.1%) vs. Q2 2022
- Total value
- $6.98B
- −$206.9M (−2.9%) vs. Q2 2022
- New holders
- 42
- 158 more added
- Sold out
- 50
- 126 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $811 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| 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 | 14 | $1.00K | 0.00% | +2+16.7% | Added |
| Kozak & Associates, Inc. | 15 | $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% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 16 | $1.00K | 0.00% | +16 | New |
| Lindbrook Capital, LLC | 19 | $2.00K | 0.00% | −35−64.8% | Reduced |
| Zions Bancorporation, N.A. | 24 | $2.00K | 0.00% | −18−42.9% | Reduced |
| Bell Investment Advisors, Inc | 27 | $2.00K | 0.00% | −12−30.8% | Reduced |
| TCI Wealth Advisors, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $2.00K | 0.00% | +2+9.5% | Added |
| Carolinas Wealth Consulting LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $2.00K | 0.00% | +1+5.9% | Added |
| Heritage Wealth Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Proequities, Inc. | 32 | $3.00K | 0.00% | −7−17.9% | 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 |
| EverSource Wealth Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.00K | 0.00% | +49 | New |
| Sutton Wealth Advisors Inc. | 52 | $4.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $6.00K | 0.00% | −1,967−96.9% | Reduced |
| Massmutual Trust Co FSB | 69 | $6.00K | 0.00% | −27−28.1% | Reduced |
| Global Retirement Partners, LLC | 60 | $6.00K | 0.00% | +10+20.0% | Added |
| Pinebridge Investments, L.P. | 66 | $6.00K | 0.00% | +66 | New |
| SRS Capital Advisors, Inc. | 66 | $6.00K | 0.00% | +66 | New |
| Asset Dedication, LLC | 92 | $8.00K | 0.00% | +92 | New |
| Valley National Advisers Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 106 | $10.0K | 0.00% | +11+11.6% | Added |
| Covestor Ltd | 130 | $12.0K | 0.01% | −1−0.8% | Reduced |
| Central Trust Co | 135 | $12.0K | 0.00% | +135 | New |
| Riverview Trust Co | 131 | $12.0K | 0.01% | +131 | New |
| Pacer Advisors, Inc. | 148 | $13.0K | 0.00% | +35+31.0% | Added |
| First Horizon Advisors, Inc. | 142 | $13.0K | 0.00% | +115+425.9% | Added |
| Fortis Advisors, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $14.0K | 0.00% | +150 | New |
| AdvisorNet Financial, Inc | 185 | $17.0K | 0.00% | +15+8.8% | Added |
| CVA Family Office, LLC | 200 | $18.0K | 0.00% | −55−21.6% | Reduced |
| Tortoise Investment Management, LLC | 204 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 199 | $18.0K | 0.00% | +6+3.1% | Added |
| Parkside Financial Bank & Trust | 221 | $20.0K | 0.01% | −6−2.6% | Reduced |
| PSI Advisors, LLC | 234 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 231 | $21.0K | 0.00% | +9+4.1% | Added |
| American Portfolios Advisors | 238 | $21.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 240 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 230 | $22.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 258 | $23.0K | 0.01% | +258 | New |
| M&R Capital Management Inc | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 275 | $24.8K | 0.00% | +47+20.6% | Added |
| National Bank of Canada | 277 | $25.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 283 | $26.0K | 0.00% | −106−27.2% | Reduced |
| Ci Investments Inc. | 288 | $26.0K | 0.00% | −16−5.3% | Reduced |
| Bartlett & Co. LLC | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $27.0K | 0.02% | +300 | New |
| Bartlett & Co. Wealth Management LLC | 300 | $27.4K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 324 | $29.0K | 0.00% | −97−23.0% | Reduced |
| Anchor Investment Management, LLC | 342 | $30.8K | 0.00% | +72+26.7% | Added |
| Baldwin Brothers Inc | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 372 | $34.0K | 0.00% | +3+0.8% | Added |
| Huntington National Bank | 386 | $35.0K | 0.00% | +56+17.0% | Added |
| Sugarloaf Wealth Management, LLC | 396 | $36.0K | 0.01% | +4+1.0% | Added |
| Brown Brothers Harriman & Co | 432 | $39.0K | 0.00% | +70+19.3% | Added |
| Toth Financial Advisory Corp | 460 | $41.0K | 0.01% | −74−13.9% | Reduced |
| Sentry Investment Management LLC | 468 | $42.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $45.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 534 | $49.0K | 0.00% | +534 | New |
| Benjamin F. Edwards & Company, Inc. | 572 | $52.0K | 0.00% | +175+44.1% | Added |
| Lazard Asset Management LLC | 687 | $61.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 738 | $66.0K | 0.00% | −945−56.1% | Reduced |
| Quadrant Capital Group LLC | 800 | $72.0K | 0.01% | −120−13.0% | Reduced |
| Signaturefd, LLC | 793 | $72.0K | 0.00% | −39−4.7% | Reduced |
| Ellis Investment Partners, LLC | 833 | $75.0K | 0.02% | +9+1.1% | Added |
| Carmichael Hill & Associates, Inc. | 847 | $76.0K | 0.04% | +360+73.9% | Added |
| Whittier Trust Co | 1,000 | $90.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,003 | $90.0K | 0.00% | +44+4.6% | Added |
| State of Wyoming | 1,045 | $94.0K | 0.05% | +933+833.0% | Added |
| Ellevest, Inc. | 1,062 | $96.0K | 0.01% | +84+8.6% | Added |
| Bessemer Group Inc | 1,134 | $102.0K | 0.00% | +69+6.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $108.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,205 | $109.0K | 0.00% | +1,204+120,400.0% | Added |
| Trust Co of Vermont | 1,300 | $117.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,398 | $126.0K | 0.00% | −5,132−78.6% | Reduced |
| Wolverine Asset Management LLC | 1,625 | $146.0K | 0.00% | −12,202−88.2% | Reduced |
| Simplex Trading, LLC | 2,060 | $185.0K | 0.01% | +1,530+288.7% | Added |
| Centiva Capital, LP | 2,235 | $201.0K | 0.01% | −5,647−71.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,245 | $202.0K | 0.00% | +700+45.3% | Added |
| Lumature Wealth Partners, LLC | 2,249 | $203.0K | 0.11% | +139+6.6% | Added |
| Kaizen Financial Strategies | 2,289 | $206.0K | 0.21% | +19+0.8% | Added |
| Squarepoint Ops LLC | 2,316 | $209.0K | 0.00% | −4,846−67.7% | Reduced |
| Tobam | 2,355 | $212.0K | 0.01% | −729−23.6% | Reduced |