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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 331,235 | $33.5M | 0.57% | +327,016+7,751.0% | Added |
| HSBC Holdings PLC | 340,756 | $34.4M | 0.04% | −18,593−5.2% | Reduced |
| Goldman Sachs Group Inc | 357,954 | $36.2M | 0.01% | −136,308−27.6% | Reduced |
| Clark Capital Management Group, Inc. | 394,352 | $39.8M | 0.37% | +11,953+3.1% | Added |
| STRS Ohio | 404,088 | $40.8M | 0.18% | +300,393+289.7% | Added |
| SEI Investments Co | 430,781 | $43.5M | 0.10% | +64,832+17.7% | Added |
| Schroder Investment Management Group | 459,361 | $46.4M | 0.07% | −351,684−43.4% | Reduced |
| APG Asset Management US Inc. | 465,489 | $47.0M | 0.38% | −93,504−16.7% | Reduced |
| UBS Asset Management Americas Inc | 556,510 | $56.2M | 0.03% | +143,967+34.9% | Added |
| Morgan Stanley | 580,428 | $58.6M | 0.01% | +43,341+8.1% | Added |
| Bank of New York Mellon Corp | 716,406 | $72.4M | 0.02% | +55,238+8.4% | Added |
| Northwood Liquid Management LP | 810,394 | $81.9M | 14.53% | −24,191−2.9% | Reduced |
| Legal & General Group Plc | 820,185 | $82.9M | 0.03% | +26,231+3.3% | Added |
| Charles Schwab Investment Management Inc | 925,696 | $93.5M | 0.03% | +37,758+4.3% | Added |
| Wells Fargo & Company | 944,219 | $95.4M | 0.03% | +71,171+8.2% | Added |
| Northern Trust Corp | 1,007,025 | $101.7M | 0.02% | +11,739+1.2% | Added |
| Dimensional Fund Advisors LP | 1,059,552 | $107.1M | 0.04% | −94,927−8.2% | Reduced |
| Geode Capital Management, LLC | 1,676,596 | $169.3M | 0.02% | +58,619+3.6% | Added |
| ProShare Advisors LLC | 1,771,322 | $179.0M | 0.63% | +207,482+13.3% | Added |
| Invesco Ltd. | 2,258,384 | $228.2M | 0.07% | −7,184−0.3% | Reduced |
| Resolution Capital Ltd | 3,864,798 | $390.5M | 6.74% | +599,490+18.4% | Added |
| JPMorgan Chase & Co | 4,514,119 | $456.1M | 0.06% | +1,167,535+34.9% | Added |
| Capital Research Global Investors | 5,956,420 | $601.8M | 0.18% | +101,985+1.7% | Added |
| Norges Bank | 7,212,626 | $728.8M | 0.18% | 00.0% | Unchanged |
| BlackRock Inc. | 7,606,970 | $768.6M | 0.02% | +312,197+4.3% | Added |
| State Street Corp | 10,198,486 | $1.04B | 0.06% | +598,324+6.2% | Added |
| Vanguard Group Inc | 12,802,837 | $1.29B | 0.04% | +198,452+1.6% | Added |
| Abeille Asset Management SA | 7,251 | – | – | −1,050−12.6% | Reduced |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −686,101−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −139,200−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −64,676−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −57,174−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −31,907−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,620−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,946−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −14,299−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −10,678−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −8,020−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,428−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,582−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Capital Growth Management LP | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |