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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $108.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,134 | $102.0K | 0.00% | +69+6.5% | Added |
| Ellevest, Inc. | 1,062 | $96.0K | 0.01% | +84+8.6% | Added |
| State of Wyoming | 1,045 | $94.0K | 0.05% | +933+833.0% | 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 |
| Carmichael Hill & Associates, Inc. | 847 | $76.0K | 0.04% | +360+73.9% | Added |
| Ellis Investment Partners, LLC | 833 | $75.0K | 0.02% | +9+1.1% | Added |
| Quadrant Capital Group LLC | 800 | $72.0K | 0.01% | −120−13.0% | Reduced |
| Signaturefd, LLC | 793 | $72.0K | 0.00% | −39−4.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 738 | $66.0K | 0.00% | −945−56.1% | Reduced |
| Lazard Asset Management LLC | 687 | $61.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 572 | $52.0K | 0.00% | +175+44.1% | Added |
| Wipfli Financial Advisors LLC, | 534 | $49.0K | 0.00% | +534 | New |
| Northwest Investment Counselors, LLC | 500 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 468 | $42.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 460 | $41.0K | 0.01% | −74−13.9% | Reduced |
| Brown Brothers Harriman & Co | 432 | $39.0K | 0.00% | +70+19.3% | Added |
| Sugarloaf Wealth Management, LLC | 396 | $36.0K | 0.01% | +4+1.0% | Added |
| Huntington National Bank | 386 | $35.0K | 0.00% | +56+17.0% | Added |
| Capital Analysts, LLC | 372 | $34.0K | 0.00% | +3+0.8% | Added |
| Baldwin Brothers Inc | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 342 | $30.8K | 0.00% | +72+26.7% | Added |
| DuPont Capital Management Corp | 324 | $29.0K | 0.00% | −97−23.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 300 | $27.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $27.0K | 0.02% | +300 | New |
| Federated Hermes, Inc. | 283 | $26.0K | 0.00% | −106−27.2% | Reduced |
| Ci Investments Inc. | 288 | $26.0K | 0.00% | −16−5.3% | Reduced |
| National Bank of Canada | 277 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 275 | $24.8K | 0.00% | +47+20.6% | Added |
| M&R Capital Management Inc | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 258 | $23.0K | 0.01% | +258 | New |
| Montag A & Associates Inc | 240 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 230 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 238 | $21.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 234 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 231 | $21.0K | 0.00% | +9+4.1% | Added |
| Parkside Financial Bank & Trust | 221 | $20.0K | 0.01% | −6−2.6% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 185 | $17.0K | 0.00% | +15+8.8% | Added |
| Fortis Advisors, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $14.0K | 0.00% | +150 | 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 |
| 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 |
| BerganKDV Wealth Management, LLC | 106 | $10.0K | 0.00% | +11+11.6% | Added |
| Valley National Advisers Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $8.00K | 0.00% | +92 | New |
| 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 |
| Sound Income Strategies, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 52 | $4.69K | 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 9 | $811 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −151,410−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −126,874−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −45,005−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −38,656−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −28,627−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −22,928−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,402−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −15,888−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −9,722−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,607−100.0% | Sold out |