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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,140 | $115.0K | 0.01% | +568+99.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $120.5K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,214 | $122.7K | 0.00% | +9+0.7% | Added |
| Trust Co of Vermont | 1,300 | $131.4K | 0.01% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,580 | $159.6K | 0.02% | −12,324−88.6% | Reduced |
| Meeder Asset Management Inc | 1,834 | $185.3K | 0.02% | −1,012−35.6% | Reduced |
| Whittier Trust Co | 1,880 | $190.0K | 0.00% | +880+88.0% | Added |
| Financial Network Wealth Management LLC | 2,000 | $202.1K | 0.11% | +2,000 | New |
| Sequoia Financial Advisors, LLC | 2,001 | $202.2K | 0.00% | +2,001 | New |
| GWM Advisors LLC | 2,049 | $207.0K | 0.01% | +2,049 | New |
| State of Wyoming | 2,085 | $210.7K | 0.07% | +1,040+99.5% | Added |
| Harvest Portfolios Group Inc. | 2,101 | $212.3K | 0.01% | +2,101 | New |
| Verition Fund Management LLC | 2,113 | $213.5K | 0.00% | −1,442−40.6% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $217.2K | 0.06% | +2,150 | New |
| Tower Research Capital LLC (TRC) | 2,180 | $220.0K | 0.01% | −727−25.0% | Reduced |
| Lumature Wealth Partners, LLC | 2,179 | $220.2K | 0.12% | −70−3.1% | Reduced |
| Cetera Advisors LLC | 2,197 | $222.0K | 0.00% | +2,197 | New |
| Powell Investment Advisors, LLC | 2,183 | $222.9K | 0.13% | +2,183 | New |
| Jane Street Group, LLC | 2,236 | $225.9K | 0.00% | +2,236 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,290 | $231.4K | 0.01% | −414−15.3% | Reduced |
| Heritage Investors Management Corp | 2,384 | $241.0K | 0.01% | +2,384 | New |
| Atom Investors LP | 2,404 | $242.9K | 0.12% | +2,404 | New |
| Wealth Alliance Advisory Group, LLC | 2,421 | $244.6K | 0.09% | +2,421 | New |
| Pathstone Family Office, LLC | 2,804 | $251.7K | 0.01% | +2,804 | New |
| Sawtooth Solutions, LLC | 2,503 | $252.9K | 0.03% | −1,023−29.0% | Reduced |
| Coppell Advisory Solutions LLC | 2,515 | $254.1K | 0.09% | +2,515 | New |
| Coppell Advisory Solutions Corp. | 2,515 | $254.1K | 0.09% | +2,515 | New |
| Catalyst Wealth Management, LLC | 2,530 | $255.6K | 0.24% | +2,530 | New |
| Keybank National Association | 2,534 | $256.0K | 0.00% | +49+2.0% | Added |
| Smith Shellnut Wilson LLC | 2,586 | $261.3K | 0.16% | +11+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $264.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,634 | $266.1K | 0.01% | +2,634 | New |
| RB Capital Management, LLC | 2,687 | $271.4K | 0.10% | +20+0.7% | Added |
| PEAK6 Investments LLC | 2,705 | $273.3K | 0.02% | −1,781−39.7% | Reduced |
| Kaizen Financial Strategies | 2,510 | $274.0K | 0.27% | +221+9.7% | Added |
| Crossmark Global Holdings, Inc. | 2,710 | $274.0K | 0.01% | −15−0.6% | Reduced |
| Captrust Financial Advisors | 2,750 | $277.9K | 0.00% | −617−18.3% | Reduced |
| Strategy Asset Managers LLC | 2,766 | $279.0K | 0.07% | +7+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,787 | $281.6K | 0.00% | +542+24.1% | Added |
| Intrua Financial, LLC | 2,660 | $283.4K | 0.07% | +2,660 | New |
| Oak Thistle LLC | 2,815 | $284.4K | 0.61% | +2,815 | New |
| Morningstar Investment Management LLC | 2,886 | $292.0K | 0.05% | +2,886 | New |
| Point72 Middle East FZE | 2,921 | $295.1K | 0.02% | +2,921 | New |
| Fortis Capital Advisors, LLC | 3,000 | $303.1K | 0.18% | +3,000 | New |
| AE Wealth Management LLC | 3,026 | $305.8K | 0.00% | +578+23.6% | Added |
| Principal Street Partners, LLC | 3,049 | $308.1K | 0.08% | −58−1.9% | Reduced |
| Fiduciary Group LLC | 3,075 | $310.7K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,081 | $311.3K | 0.02% | −809−20.8% | Reduced |
| Ossiam | 3,102 | $313.4K | 0.01% | +1,704+121.9% | Added |
| KCM Investment Advisors LLC | 3,131 | $316.0K | 0.01% | −447−12.5% | Reduced |
| Larson Financial Group LLC | 3,179 | $321.2K | 0.04% | +2+0.1% | Added |
| DoubleLine ETF Adviser LP | 3,242 | $327.6K | 0.17% | +3,242 | New |
| LMR Partners LLP | 3,323 | $335.8K | 0.01% | +3,323 | New |
| IFP Advisors, Inc | 2,504 | $343.0K | 0.01% | −1,119−30.9% | Reduced |
| Sandy Spring Bank | 3,397 | $343.2K | 0.02% | +9+0.3% | Added |
| New Mexico Educational Retirement Board | 3,450 | $349.0K | 0.02% | −200−5.5% | Reduced |
| Mirabella Financial Services LLP | 3,580 | $361.7K | 0.03% | +3,580 | New |
| Neuberger Berman Group LLC | 3,670 | $370.8K | 0.00% | +132+3.7% | Added |
| Great Lakes Advisors, LLC | 3,681 | $371.9K | 0.02% | −198−5.1% | Reduced |
| Csenge Advisory Group | 3,703 | $374.2K | 0.03% | −210−5.4% | Reduced |
| JustInvest LLC | 3,705 | $374.4K | 0.02% | −185−4.8% | Reduced |
| Monetary Management Group Inc | 3,750 | $378.9K | 0.12% | −700−15.7% | Reduced |
| Bank of Nova Scotia | 3,769 | $380.8K | 0.00% | −1,240−24.8% | Reduced |
| Belpointe Asset Management LLC | 3,792 | $383.1K | 0.02% | +3,792 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,950 | $399.1K | 0.00% | −1,929−32.8% | Reduced |
| Cullinan Associates Inc | 4,057 | $410.0K | 0.02% | +4,057 | New |
| Prospera Financial Services Inc | 4,076 | $411.8K | 0.02% | −272−6.3% | Reduced |
| Mackenzie Financial Corp | 4,221 | $426.5K | 0.00% | −1,803−29.9% | Reduced |
| JB Capital LLC | 4,302 | $434.7K | 0.04% | +4,302 | New |
| Cetera Investment Advisers | 4,355 | $440.0K | 0.00% | +1,340+44.4% | Added |
| NovaPoint Capital, LLC | 4,446 | $449.2K | 0.20% | +80+1.8% | Added |
| BLB&B Advisors, LLC | 4,452 | $449.8K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,450 | $450.0K | 0.04% | +4,450 | New |
| Quantinno Capital Management LP | 4,528 | $458.0K | 0.03% | +569+14.4% | Added |
| Northwest & Ethical Investments L.P. | 4,589 | $463.7K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,700 | $475.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,748 | $479.7K | 0.00% | −1,644−25.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,806 | $486.0K | 0.05% | +4,806 | New |
| Creative Planning | 4,933 | $498.4K | 0.00% | +1,293+35.5% | Added |
| Wealthspire Advisors, LLC | 4,982 | $504.1K | 0.01% | +135+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,040 | $509.0K | 0.00% | +1,566+45.1% | Added |
| US Bancorp | 5,098 | $515.1K | 0.00% | −343−6.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,270 | $532.5K | 0.00% | +5,270 | New |
| Montgomery Investment Management Inc | 5,280 | $533.5K | 0.19% | 00.0% | Unchanged |
| Hartford Investment Management Co | 5,391 | $545.0K | 0.02% | −1,612−23.0% | Reduced |
| Neo Ivy Capital Management | 5,448 | $550.0K | 0.37% | +5,448 | New |
| Lockheed Martin Investment Management Co | 5,465 | $552.2K | 0.04% | +600+12.3% | Added |
| Oregon Public Employees Retirement Fund | 5,587 | $564.5K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,725 | $578.0K | 0.02% | +25+0.4% | Added |
| Swiss Life Asset Management Ltd | 5,929 | $601.2K | 0.01% | +161+2.8% | Added |
| Securian Asset Management, Inc | 5,964 | $602.6K | 0.02% | +24+0.4% | Added |
| Maryland State Retirement & Pension System | 6,223 | $628.8K | 0.02% | +6,223 | New |
| Rodgers Brothers Inc. | 6,225 | $629.0K | 0.13% | −700−10.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,293 | $636.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,489 | $655.0K | 0.00% | −226−3.4% | Reduced |
| Metropolitan Life Insurance Co | 6,488 | $655.5K | 0.03% | −46−0.7% | Reduced |
| Rafferty Asset Management, LLC | 6,662 | $673.1K | 0.01% | +2,336+54.0% | Added |
| Quantamental Technologies LLC | 6,764 | $683.4K | 0.31% | −2,901−30.0% | Reduced |
| FMR LLC | 6,979 | $705.2K | 0.00% | +273+4.1% | Added |
| Westwood Holdings Group Inc. | 7,020 | $709.0K | 0.01% | +7,020 | New |