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, 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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 8,745 | $788.0K | 0.12% | −245−2.7% | Reduced |
| Czech National Bank | 8,461 | $763.0K | 0.02% | +8,461 | New |
| Norinchukin Bank, The | 8,373 | $755.0K | 0.02% | +1,254+17.6% | Added |
| Abeille Asset Management SA | 8,301 | $748.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 8,124 | $732.0K | 0.00% | −15−0.2% | Reduced |
| First Republic Investment Management, Inc. | 8,063 | $727.0K | 0.00% | −60−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,037 | $724.0K | 0.00% | −258−3.1% | Reduced |
| Forward Management, LLC | 8,020 | $723.0K | 0.08% | +8,020 | New |
| Joel Isaacson & Co., LLC | 7,900 | $712.0K | 0.06% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 7,799 | $703.0K | 0.01% | +820+11.7% | Added |
| Franklin Resources Inc | 7,788 | $701.0K | 0.00% | +1,035+15.3% | Added |
| Burke & Herbert Bank & Trust Co | 7,752 | $699.0K | 0.58% | −30.0% | Reduced |
| Fort Point Capital Partners LLC | 7,684 | $692.0K | 0.13% | −150−1.9% | Reduced |
| Public Sector Pension Investment Board | 7,642 | $689.0K | 0.01% | +850+12.5% | 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 |
| Brown Advisory Inc | 7,136 | $643.0K | 0.00% | +294+4.3% | Added |
| 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 |
| Rodgers Brothers Inc. | 6,925 | $624.0K | 0.13% | −9,725−58.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,771 | $609.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,715 | $605.0K | 0.00% | +313+4.9% | Added |
| FMR LLC | 6,706 | $604.0K | 0.00% | +1,437+27.3% | Added |
| Metropolitan Life Insurance Co | 6,534 | $588.8K | 0.03% | −876−11.8% | Reduced |
| Fifth Third Bancorp | 6,392 | $576.0K | 0.00% | +44+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 6,293 | $567.0K | 0.01% | +6,293 | New |
| CWM Advisors, LLC | 6,128 | $552.0K | 0.08% | −93−1.5% | 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 |
| Mackenzie Financial Corp | 6,024 | $543.0K | 0.00% | −958−13.7% | Reduced |
| Securian Asset Management, Inc | 5,940 | $535.0K | 0.02% | +2,633+79.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,879 | $530.0K | 0.00% | −2,226−27.5% | Reduced |
| Swiss Life Asset Management Ltd | 5,768 | $520.0K | 0.01% | +343+6.3% | Added |
| Kentucky Retirement Systems | 5,700 | $514.0K | 0.02% | +395+7.4% | Added |
| IFP Advisors, Inc | 3,623 | $511.0K | 0.02% | +73+2.1% | Added |
| Oregon Public Employees Retirement Fund | 5,587 | $504.0K | 0.01% | +70+1.3% | Added |
| US Bancorp | 5,441 | $490.0K | 0.00% | +880+19.3% | Added |
| Montgomery Investment Management Inc | 5,280 | $476.0K | 0.20% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,123 | $462.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,085 | $458.0K | 0.02% | +565+12.5% | Added |
| Bank of Nova Scotia | 5,009 | $451.0K | 0.00% | +662+15.2% | Added |
| Citadel Advisors LLC | 4,987 | $450.0K | 0.00% | −44,699−90.0% | Reduced |
| 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 |
| Louisiana State Employees Retirement System | 4,700 | $424.0K | 0.01% | +200+4.4% | Added |
| Northwest & Ethical Investments L.P. | 4,589 | $413.6K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,582 | $413.0K | 0.03% | −14,778−76.3% | Reduced |
| PEAK6 Investments LLC | 4,486 | $404.0K | 0.02% | −918−17.0% | Reduced |
| 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 |
| NovaPoint Capital, LLC | 4,366 | $393.0K | 0.18% | +4,366 | New |
| Prospera Financial Services Inc | 4,348 | $392.0K | 0.02% | +2,635+153.8% | Added |
| Rafferty Asset Management, LLC | 4,326 | $390.0K | 0.00% | +1,007+30.3% | Added |
| 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 |
| Mariner, LLC | 4,118 | $371.0K | 0.00% | +4,118 | New |
| Quantinno Capital Management LP | 3,959 | $357.0K | 0.05% | +3,959 | New |
| Csenge Advisory Group | 3,913 | $353.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 3,890 | $351.0K | 0.02% | −392−9.2% | Reduced |
| 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 |
| 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 |
| Creative Planning | 3,640 | $328.0K | 0.00% | +800+28.2% | Added |
| KCM Investment Advisors LLC | 3,578 | $322.0K | 0.01% | −475−11.7% | Reduced |
| Verition Fund Management LLC | 3,555 | $320.0K | 0.00% | −9,485−72.7% | Reduced |
| Neuberger Berman Group LLC | 3,538 | $319.0K | 0.00% | −1,042−22.8% | Reduced |
| Sawtooth Solutions, LLC | 3,526 | $318.0K | 0.05% | +688+24.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,474 | $313.0K | 0.00% | +804+30.1% | Added |
| Sandy Spring Bank | 3,388 | $306.0K | 0.02% | −42−1.2% | Reduced |
| Captrust Financial Advisors | 3,367 | $303.0K | 0.00% | +3,367 | New |
| MQS Management LLC | 3,248 | $293.0K | 0.19% | −3,472−51.7% | Reduced |
| Larson Financial Group LLC | 3,177 | $286.0K | 0.04% | +3,177 | New |
| Principal Street Partners, LLC | 3,107 | $280.0K | 0.07% | +58+1.9% | Added |
| Nomura Holdings Inc | 3,032 | $273.0K | 0.00% | −4,709−60.8% | Reduced |
| Cetera Investment Advisers | 3,015 | $272.0K | 0.01% | +62+2.1% | Added |
| Tower Research Capital LLC (TRC) | 2,907 | $262.0K | 0.00% | −3,557−55.0% | Reduced |
| Meeder Asset Management Inc | 2,846 | $256.0K | 0.01% | +190+7.2% | Added |
| Strategy Asset Managers LLC | 2,759 | $249.0K | 0.07% | +2,759 | New |
| Crossmark Global Holdings, Inc. | 2,725 | $245.0K | 0.01% | −410−13.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,704 | $244.0K | 0.01% | −153−5.4% | Reduced |
| RB Capital Management, LLC | 2,667 | $240.0K | 0.09% | +237+9.8% | Added |
| Baird Financial Group, Inc. | 2,626 | $237.0K | 0.00% | −842−24.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $235.0K | 0.02% | +168+6.9% | Added |
| Smith Shellnut Wilson LLC | 2,575 | $232.0K | 0.15% | +70+2.8% | Added |
| 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 |
| AE Wealth Management LLC | 2,448 | $221.0K | 0.00% | −130−5.0% | Reduced |
| Cresset Asset Management, LLC | 2,399 | $219.0K | 0.00% | +2,399 | New |
| Tobam | 2,355 | $212.0K | 0.01% | −729−23.6% | Reduced |
| Squarepoint Ops LLC | 2,316 | $209.0K | 0.00% | −4,846−67.7% | Reduced |
| Kaizen Financial Strategies | 2,289 | $206.0K | 0.21% | +19+0.8% | Added |
| Lumature Wealth Partners, LLC | 2,249 | $203.0K | 0.11% | +139+6.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,245 | $202.0K | 0.00% | +700+45.3% | Added |
| Centiva Capital, LP | 2,235 | $201.0K | 0.01% | −5,647−71.6% | Reduced |
| Simplex Trading, LLC | 2,060 | $185.0K | 0.01% | +1,530+288.7% | Added |
| Wolverine Asset Management LLC | 1,625 | $146.0K | 0.00% | −12,202−88.2% | Reduced |
| Ossiam | 1,398 | $126.0K | 0.00% | −5,132−78.6% | Reduced |
| Trust Co of Vermont | 1,300 | $117.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,205 | $109.0K | 0.00% | +1,204+120,400.0% | Added |