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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 2,399 | $219.0K | 0.00% | +2,399 | New |
| AE Wealth Management LLC | 2,448 | $221.0K | 0.00% | −130−5.0% | Reduced |
| Keybank National Association | 2,485 | $224.0K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,481 | $224.0K | 0.04% | +2,481 | New |
| Smith Shellnut Wilson LLC | 2,575 | $232.0K | 0.15% | +70+2.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $235.0K | 0.02% | +168+6.9% | Added |
| Baird Financial Group, Inc. | 2,626 | $237.0K | 0.00% | −842−24.3% | Reduced |
| RB Capital Management, LLC | 2,667 | $240.0K | 0.09% | +237+9.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,704 | $244.0K | 0.01% | −153−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,725 | $245.0K | 0.01% | −410−13.1% | Reduced |
| Strategy Asset Managers LLC | 2,759 | $249.0K | 0.07% | +2,759 | New |
| Meeder Asset Management Inc | 2,846 | $256.0K | 0.01% | +190+7.2% | Added |
| Tower Research Capital LLC (TRC) | 2,907 | $262.0K | 0.00% | −3,557−55.0% | Reduced |
| Cetera Investment Advisers | 3,015 | $272.0K | 0.01% | +62+2.1% | Added |
| Nomura Holdings Inc | 3,032 | $273.0K | 0.00% | −4,709−60.8% | Reduced |
| Principal Street Partners, LLC | 3,107 | $280.0K | 0.07% | +58+1.9% | Added |
| Larson Financial Group LLC | 3,177 | $286.0K | 0.04% | +3,177 | New |
| MQS Management LLC | 3,248 | $293.0K | 0.19% | −3,472−51.7% | Reduced |
| Captrust Financial Advisors | 3,367 | $303.0K | 0.00% | +3,367 | New |
| Sandy Spring Bank | 3,388 | $306.0K | 0.02% | −42−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,474 | $313.0K | 0.00% | +804+30.1% | Added |
| Sawtooth Solutions, LLC | 3,526 | $318.0K | 0.05% | +688+24.2% | Added |
| Neuberger Berman Group LLC | 3,538 | $319.0K | 0.00% | −1,042−22.8% | Reduced |
| Verition Fund Management LLC | 3,555 | $320.0K | 0.00% | −9,485−72.7% | Reduced |
| KCM Investment Advisors LLC | 3,578 | $322.0K | 0.01% | −475−11.7% | Reduced |
| Creative Planning | 3,640 | $328.0K | 0.00% | +800+28.2% | Added |
| New Mexico Educational Retirement Board | 3,650 | $329.0K | 0.02% | −300−7.6% | Reduced |
| Fiduciary Group LLC | 3,075 | $329.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,879 | $350.0K | 0.01% | −89−2.2% | Reduced |
| Jump Financial, LLC | 3,890 | $350.0K | 0.01% | +3,890 | New |
| JustInvest LLC | 3,890 | $351.0K | 0.02% | −392−9.2% | Reduced |
| Csenge Advisory Group | 3,913 | $353.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,959 | $357.0K | 0.05% | +3,959 | New |
| Mariner, LLC | 4,118 | $371.0K | 0.00% | +4,118 | New |
| Oppenheimer Asset Management Inc. | 4,161 | $375.0K | 0.01% | +101+2.5% | Added |
| Wolverine Trading, LLC | 4,219 | $375.0K | 0.01% | +4,219 | New |
| Rafferty Asset Management, LLC | 4,326 | $390.0K | 0.00% | +1,007+30.3% | Added |
| Prospera Financial Services Inc | 4,348 | $392.0K | 0.02% | +2,635+153.8% | Added |
| NovaPoint Capital, LLC | 4,366 | $393.0K | 0.18% | +4,366 | New |
| Monetary Management Group Inc | 4,450 | $401.0K | 0.13% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,452 | $401.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,486 | $404.0K | 0.02% | −918−17.0% | Reduced |
| AlphaCrest Capital Management LLC | 4,582 | $413.0K | 0.03% | −14,778−76.3% | Reduced |
| Northwest & Ethical Investments L.P. | 4,589 | $413.6K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,700 | $424.0K | 0.01% | +200+4.4% | Added |
| Lockheed Martin Investment Management Co | 4,865 | $438.0K | 0.04% | −800−14.1% | Reduced |
| Wealthspire Advisors, LLC | 4,847 | $438.0K | 0.01% | +4,847 | New |
| Citadel Advisors LLC | 4,987 | $450.0K | 0.00% | −44,699−90.0% | Reduced |
| Bank of Nova Scotia | 5,009 | $451.0K | 0.00% | +662+15.2% | Added |
| Sigma Planning Corp | 5,085 | $458.0K | 0.02% | +565+12.5% | Added |
| Panagora Asset Management Inc | 5,123 | $462.0K | 0.00% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 5,280 | $476.0K | 0.20% | 00.0% | Unchanged |
| US Bancorp | 5,441 | $490.0K | 0.00% | +880+19.3% | Added |
| Oregon Public Employees Retirement Fund | 5,587 | $504.0K | 0.01% | +70+1.3% | Added |
| IFP Advisors, Inc | 3,623 | $511.0K | 0.02% | +73+2.1% | Added |
| Kentucky Retirement Systems | 5,700 | $514.0K | 0.02% | +395+7.4% | Added |
| Swiss Life Asset Management Ltd | 5,768 | $520.0K | 0.01% | +343+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,879 | $530.0K | 0.00% | −2,226−27.5% | Reduced |
| Securian Asset Management, Inc | 5,940 | $535.0K | 0.02% | +2,633+79.6% | Added |
| Mackenzie Financial Corp | 6,024 | $543.0K | 0.00% | −958−13.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,090 | $549.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,091 | $549.0K | 0.01% | +833+15.8% | Added |
| CWM Advisors, LLC | 6,128 | $552.0K | 0.08% | −93−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,293 | $567.0K | 0.01% | +6,293 | New |
| Fifth Third Bancorp | 6,392 | $576.0K | 0.00% | +44+0.7% | Added |
| Metropolitan Life Insurance Co | 6,534 | $588.8K | 0.03% | −876−11.8% | Reduced |
| FMR LLC | 6,706 | $604.0K | 0.00% | +1,437+27.3% | Added |
| Commonwealth Equity Services, LLC | 6,715 | $605.0K | 0.00% | +313+4.9% | Added |
| Ameritas Investment Partners, Inc. | 6,771 | $609.0K | 0.03% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 6,925 | $624.0K | 0.13% | −9,725−58.4% | Reduced |
| Hartford Investment Management Co | 7,003 | $631.0K | 0.02% | +153+2.2% | Added |
| Bailard, Inc. | 7,000 | $631.0K | 0.03% | +7,000 | New |
| Brown Advisory Inc | 7,136 | $643.0K | 0.00% | +294+4.3% | Added |
| Duality Advisers, LP | 7,428 | $669.0K | 0.07% | −44,090−85.6% | Reduced |
| First National Trust Co | 7,424 | $669.0K | 0.04% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 7,642 | $689.0K | 0.01% | +850+12.5% | Added |
| Fort Point Capital Partners LLC | 7,684 | $692.0K | 0.13% | −150−1.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,752 | $699.0K | 0.58% | −30.0% | Reduced |
| Franklin Resources Inc | 7,788 | $701.0K | 0.00% | +1,035+15.3% | Added |
| Nissay Asset Management Corp | 7,799 | $703.0K | 0.01% | +820+11.7% | Added |
| Joel Isaacson & Co., LLC | 7,900 | $712.0K | 0.06% | 00.0% | Unchanged |
| Forward Management, LLC | 8,020 | $723.0K | 0.08% | +8,020 | New |
| United Capital Financial Advisers, LLC | 8,037 | $724.0K | 0.00% | −258−3.1% | Reduced |
| First Republic Investment Management, Inc. | 8,063 | $727.0K | 0.00% | −60−0.7% | Reduced |
| Eaton Vance Management | 8,124 | $732.0K | 0.00% | −15−0.2% | Reduced |
| Abeille Asset Management SA | 8,301 | $748.0K | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,373 | $755.0K | 0.02% | +1,254+17.6% | Added |
| Czech National Bank | 8,461 | $763.0K | 0.02% | +8,461 | New |
| FourThought Financial, LLC | 8,745 | $788.0K | 0.12% | −245−2.7% | Reduced |
| Xponance, Inc. | 8,770 | $790.0K | 0.02% | +1,172+15.4% | Added |
| NewEdge Wealth, LLC | 8,831 | $796.0K | 0.04% | +8,831 | New |
| AXS Investments LLC | 9,000 | $811.0K | 0.32% | +9,000 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,079 | $818.0K | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 9,237 | $832.0K | 0.00% | +485+5.5% | Added |
| Public Employees Retirement Association of Colorado | 9,412 | $848.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 9,499 | $856.0K | 0.06% | +2,411+34.0% | Added |
| Quantamental Technologies LLC | 9,665 | $871.0K | 0.34% | +9,665 | New |
| CIBC Asset Management Inc | 9,742 | $878.0K | 0.00% | +956+10.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,838 | $887.0K | 0.02% | +692+7.6% | Added |
| Susquehanna International Group, LLP | 10,045 | $905.0K | 0.00% | +248+2.5% | Added |