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, Q4 2022
Institutional positions in Federal Realty Investment Trust as of Dec 31, 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
- 428
- +47 vs. Q3 2022
- Shares held
- 78.8M
- +1.65M (+2.1%) vs. Q3 2022
- Total value
- $7.97B
- +$1.01B (+14.4%) vs. Q3 2022
- New holders
- 76
- 164 more added
- Sold out
- 29
- 132 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $95 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $505 | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 5 | $505 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 6 | $606 | 0.00% | +6 | New |
| Eagle Bay Advisors LLC | 7 | $707 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $808 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $808 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $909 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $1.52K | 0.00% | −8−34.8% | Reduced |
| MCF Advisors LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.63K | 0.00% | −1−5.9% | Reduced |
| Y.D. More Investments Ltd | 16 | $1.64K | 0.00% | +16 | New |
| TCI Wealth Advisors, Inc. | 17 | $1.72K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $2.00K | 0.00% | +16+177.8% | Added |
| Clearview Wealth Advisors LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.02K | 0.00% | −30−60.0% | Reduced |
| Bogart Wealth, LLC | 20 | $2.02K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 21 | $2.12K | 0.00% | +21 | New |
| Zions Bancorporation, N.A. | 24 | $2.42K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $3.03K | 0.00% | +11+57.9% | Added |
| Trustcore Financial Services, LLC | 31 | $3.13K | 0.00% | +31 | New |
| Proequities, Inc. | 32 | $3.27K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 34 | $3.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $4.24K | 0.00% | −24−36.4% | Reduced |
| Bell Investment Advisors, Inc | 44 | $4.45K | 0.00% | +17+63.0% | Added |
| Farmers & Merchants Investments Inc | 49 | $4.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $5.00K | 0.00% | −22−31.9% | Reduced |
| Private Trust Co NA | 48 | $5.00K | 0.00% | +48 | New |
| Heritage Wealth Management, LLC | 50 | $5.05K | 0.00% | +25+100.0% | Added |
| Atticus Wealth Management, LLC | 50 | $5.05K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 52 | $5.25K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 59 | $5.97K | 0.00% | +59 | New |
| Spire Wealth Management | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 68 | $6.00K | 0.00% | +68 | New |
| Global Retirement Partners, LLC | 60 | $6.06K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 65 | $6.57K | 0.01% | +65 | New |
| Pinebridge Investments, L.P. | 69 | $6.97K | 0.00% | +3+4.5% | Added |
| Clear Street Markets LLC | 73 | $7.00K | 0.00% | +73 | New |
| Money Concepts Capital Corp | 75 | $7.58K | 0.00% | +75 | New |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $10.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 108 | $10.9K | 0.00% | +2+1.9% | Added |
| Register Financial Advisors LLC | 110 | $11.1K | 0.01% | +110 | New |
| SJS Investment Consulting Inc. | 114 | $11.5K | 0.00% | −144−55.8% | Reduced |
| TD Private Client Wealth LLC | 115 | $11.6K | 0.00% | −160−58.2% | Reduced |
| Covestor Ltd | 128 | $13.0K | 0.01% | −2−1.5% | Reduced |
| Central Trust Co | 135 | $13.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 136 | $13.7K | 0.00% | +136 | New |
| First Horizon Advisors, Inc. | 142 | $14.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $15.2K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 168 | $17.0K | 0.00% | +20+13.5% | Added |
| CVA Family Office, LLC | 170 | $17.2K | 0.00% | −30−15.0% | Reduced |
| AdvisorNet Financial, Inc | 170 | $17.2K | 0.00% | −15−8.1% | Reduced |
| Glassman Wealth Services | 183 | $18.5K | 0.00% | −48−20.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $20.2K | 0.01% | −100−33.3% | Reduced |
| EWG Elevate Inc. | 200 | $20.2K | 0.01% | +200 | New |
| Tortoise Investment Management, LLC | 204 | $20.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 228 | $23.0K | 0.00% | +29+14.6% | Added |
| PSI Advisors, LLC | 234 | $23.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 237 | $24.0K | 0.00% | +7+3.0% | Added |
| Montag A & Associates Inc | 240 | $24.5K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 260 | $26.3K | 0.00% | −23,300−98.9% | Reduced |
| Tobam | 269 | $27.0K | 0.00% | −2,086−88.6% | Reduced |
| M&R Capital Management Inc | 270 | $27.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.3K | 0.00% | −72−21.1% | Reduced |
| National Bank of Canada | 293 | $29.6K | 0.00% | +16+5.8% | Added |
| Bartlett & Co. Wealth Management LLC | 300 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 320 | $32.3K | 0.01% | −140−30.4% | Reduced |
| Brown Brothers Harriman & Co | 337 | $34.0K | 0.00% | −95−22.0% | Reduced |
| Huntington National Bank | 358 | $36.2K | 0.00% | −28−7.3% | Reduced |
| Capital Analysts, LLC | 375 | $38.0K | 0.00% | +3+0.8% | Added |
| EverSource Wealth Advisors, LLC | 390 | $39.4K | 0.01% | +347+807.0% | Added |
| Sugarloaf Wealth Management, LLC | 401 | $40.5K | 0.01% | +5+1.3% | Added |
| Parkside Financial Bank & Trust | 403 | $40.7K | 0.01% | +182+82.4% | Added |
| Federated Hermes, Inc. | 439 | $44.4K | 0.00% | +156+55.1% | Added |
| Farther Finance Advisors, LLC | 447 | $45.2K | 0.02% | +447 | New |
| Northwest Investment Counselors, LLC | 500 | $50.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 525 | $53.0K | 0.01% | +525 | New |
| One Wealth Advisors, LLC | 622 | $62.9K | 0.01% | +622 | New |
| Ci Investments Inc. | 646 | $65.0K | 0.00% | +358+124.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 649 | $66.0K | 0.00% | −89−12.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 665 | $67.2K | 0.00% | +665 | New |
| Signaturefd, LLC | 671 | $67.8K | 0.00% | −122−15.4% | Reduced |
| Lazard Asset Management LLC | 688 | $69.0K | 0.00% | +1+0.1% | Added |
| Walleye Trading LLC | 711 | $71.8K | 0.00% | +711 | New |
| Quadrant Capital Group LLC | 787 | $79.5K | 0.01% | −13−1.6% | Reduced |
| CWM, LLC | 840 | $85.0K | 0.00% | −163−16.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 847 | $85.6K | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 869 | $87.8K | 0.00% | +545+168.2% | Added |
| Bessemer Group Inc | 949 | $96.0K | 0.00% | −185−16.3% | Reduced |
| Ellevest, Inc. | 970 | $98.0K | 0.01% | −92−8.7% | Reduced |