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, 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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 38,787 | $3.92M | 0.00% | +463+1.2% | Added |
| Envestnet Asset Management Inc | 38,334 | $3.87M | 0.00% | −4,226−9.9% | Reduced |
| Pictet Asset Management SA | 38,282 | $3.87M | 0.01% | +3,037+8.6% | Added |
| Xcel Wealth Management, LLC | 37,872 | $3.83M | 1.51% | +2,650+7.5% | Added |
| Sigma Planning Corp | 36,349 | $3.67M | 0.13% | +31,264+614.8% | Added |
| Treasurer of the State of North Carolina | 35,997 | $3.64M | 0.02% | −7,680−17.6% | Reduced |
| Bank of Montreal | 35,565 | $3.63M | 0.00% | −14,131−28.4% | Reduced |
| American Century Companies Inc | 35,568 | $3.59M | 0.00% | +12,482+54.1% | Added |
| GSI Capital Advisors LLC | 35,468 | $3.58M | 2.17% | +35,468 | New |
| Royal London Asset Management Ltd | 35,427 | $3.58M | 0.02% | +6,125+20.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,751 | $3.51M | 0.02% | +2,229+6.9% | Added |
| Standard Life Aberdeen plc | 32,898 | $3.32M | 0.01% | −1,775−5.1% | Reduced |
| Voloridge Investment Management, LLC | 32,402 | $3.27M | 0.02% | +12,499+62.8% | Added |
| CIBC World Markets Corp | 32,158 | $3.25M | 0.02% | +1,189+3.8% | Added |
| Teacher Retirement System of Texas | 30,301 | $3.06M | 0.02% | +2,597+9.4% | Added |
| Intact Investment Management Inc. | 27,900 | $2.82M | 0.12% | −10,300−27.0% | Reduced |
| Susquehanna International Group, LLP | 27,856 | $2.81M | 0.01% | +17,811+177.3% | Added |
| Natixis | 27,785 | $2.81M | 0.02% | −192,799−87.4% | Reduced |
| Allstate Corp | 27,256 | $2.75M | 0.08% | +27,256 | New |
| Allstate Investment Management Co | 27,256 | $2.75M | 0.08% | +27,256 | New |
| Voya Investment Management LLC | 26,881 | $2.72M | 0.00% | +698+2.7% | Added |
| Van Eck Associates Corp | 26,046 | $2.63M | 0.01% | +1,015+4.1% | Added |
| Amalgamated Bank | 25,998 | $2.63M | 0.02% | +638+2.5% | Added |
| Kinloch Capital, LLC | 25,679 | $2.60M | 1.51% | +145+0.6% | Added |
| Thrivent Financial for Lutherans | 24,637 | $2.49M | 0.01% | −1,271−4.9% | Reduced |
| Hamel Associates, Inc. | 24,295 | $2.45M | 0.85% | +3,915+19.2% | Added |
| Colony Group LLC | 23,630 | $2.39M | 0.03% | +290+1.2% | Added |
| Kempen Capital Management N.V. | 23,459 | $2.37M | 0.07% | +23,459 | New |
| Vident Investment Advisory, LLC | 22,990 | $2.32M | 0.09% | +364+1.6% | Added |
| AXS Investments LLC | 22,900 | $2.31M | 0.83% | +13,900+154.4% | Added |
| Advisors Capital Management, LLC | 22,838 | $2.31M | 0.06% | −516−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,724 | $2.30M | 0.11% | −52−0.2% | Reduced |
| Comerica Bank | 20,606 | $2.28M | 0.02% | +2,376+13.0% | Added |
| Cubist Systematic Strategies, LLC | 22,484 | $2.27M | 0.02% | +10,289+84.4% | Added |
| Truist Financial Corp | 21,743 | $2.20M | 0.00% | −1,534−6.6% | Reduced |
| Peapack Gladstone Financial Corp | 21,569 | $2.18M | 0.04% | −70−0.3% | Reduced |
| Daiwa Securities Group Inc. | 21,017 | $2.12M | 0.02% | −432−2.0% | Reduced |
| Arizona State Retirement System | 20,547 | $2.08M | 0.02% | +1,123+5.8% | Added |
| Westpac Banking Corp | 20,389 | $2.06M | 0.03% | −12,070−37.2% | Reduced |
| State of Michigan Retirement System | 19,862 | $2.01M | 0.01% | +200+1.0% | Added |
| American International Group, Inc. | 19,858 | $2.01M | 0.01% | −384−1.9% | Reduced |
| Janus Henderson Group PLC | 19,849 | $2.01M | 0.00% | +1,726+9.5% | Added |
| Holocene Advisors, LP | 19,765 | $2.00M | 0.01% | −297−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 19,372 | $1.96M | 0.00% | +4,859+33.5% | Added |
| Ensign Peak Advisors, Inc | 19,290 | $1.95M | 0.00% | +7,550+64.3% | Added |
| MetLife Investment Management | 19,234 | $1.94M | 0.01% | −244−1.3% | Reduced |
| Blackhawk Capital Partners LLC. | 19,082 | $1.93M | 1.51% | +19,082 | New |
| Storebrand Asset Management AS | 18,461 | $1.87M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,161 | $1.74M | 0.00% | +1,032+6.4% | Added |
| Kesler, Norman & Wride, LLC | 17,031 | $1.72M | 0.44% | +6,939+68.8% | Added |
| AQR Capital Management LLC | 17,024 | $1.72M | 0.00% | +4,981+41.4% | Added |
| Steward Partners Investment Advisory, LLC | 16,764 | $1.69M | 0.03% | −151−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 16,400 | $1.66M | 0.01% | −499−3.0% | Reduced |
| Vert Asset Management LLC | 16,284 | $1.65M | 1.47% | +606+3.9% | Added |
| Avantax Advisory Services, Inc. | 15,838 | $1.60M | 0.02% | +1,634+11.5% | Added |
| Chartwell Investment Partners, LLC | 15,548 | $1.57M | 0.06% | +4,688+43.2% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.56M | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,179 | $1.53M | 0.00% | +969+6.8% | Added |
| Utah Retirement Systems | 14,370 | $1.45M | 0.02% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 14,322 | $1.45M | 0.04% | +14,322 | New |
| MML Investors Services, LLC | 14,211 | $1.44M | 0.01% | +1,731+13.9% | Added |
| Tiedemann Advisors, LLC | 13,708 | $1.39M | 0.07% | +49+0.4% | Added |
| Spirit of America Management Corp | 13,700 | $1.38M | 0.31% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13,639 | $1.38M | 0.00% | −1,858−12.0% | Reduced |
| Lido Advisors, LLC | 13,600 | $1.37M | 0.02% | +3,398+33.3% | Added |
| Algert Global LLC | 13,487 | $1.36M | 0.08% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 13,459 | $1.36M | 0.98% | +489+3.8% | Added |
| Brookfield Asset Management Inc. | 13,265 | $1.34M | 0.01% | −337,481−96.2% | Reduced |
| TD Asset Management Inc | 13,072 | $1.32M | 0.00% | +384+3.0% | Added |
| Handelsbanken Fonder AB | 13,000 | $1.31M | 0.01% | 00.0% | Unchanged |
| Liberty Mutual Group Asset Management Inc. | 12,806 | $1.29M | 0.35% | −654−4.9% | Reduced |
| Independent Advisor Alliance | 12,750 | $1.29M | 0.16% | +1,187+10.3% | Added |
| Cohen & Steers, Inc. | 12,621 | $1.27M | 0.00% | −900,160−98.6% | Reduced |
| Ameritas Investment Partners, Inc. | 12,471 | $1.27M | 0.05% | +5,700+84.2% | Added |
| Schonfeld Strategic Advisors LLC | 12,550 | $1.27M | 0.01% | +12,550 | New |
| ING Groep NV | 12,427 | $1.26M | 0.01% | +1,014+8.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,354 | $1.25M | 0.01% | +1,703+16.0% | Added |
| PGGM Investments | 12,215 | $1.23M | 0.02% | −590−4.6% | Reduced |
| Millennium Management LLC | 12,062 | $1.22M | 0.00% | −10,674−46.9% | Reduced |
| DekaBank Deutsche Girozentrale | 11,400 | $1.17M | 0.00% | −6,898−37.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,155 | $1.13M | 0.00% | −5,535−33.2% | Reduced |
| Aviva PLC | 11,066 | $1.12M | 0.01% | −8−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 11,015 | $1.11M | 0.06% | −790−6.7% | Reduced |
| CWM Advisors, LLC | 10,970 | $1.11M | 0.14% | +4,842+79.0% | Added |
| Vestmark Advisory Solutions, Inc. | 10,884 | $1.10M | 0.05% | +471+4.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,749 | $1.09M | 0.02% | +911+9.3% | Added |
| First Trust Advisors LP | 10,638 | $1.07M | 0.00% | −18,600−63.6% | Reduced |
| Xponance, Inc. | 10,455 | $1.06M | 0.02% | +1,685+19.2% | Added |
| Mutual of America Capital Management LLC | 10,437 | $1.05M | 0.01% | +358+3.6% | Added |
| New York Life Investment Management LLC | 10,395 | $1.05M | 0.01% | +322+3.2% | Added |
| CIBC Asset Management Inc | 10,385 | $1.05M | 0.00% | +643+6.6% | Added |
| Texas Permanent School Fund | 10,337 | $1.04M | 0.02% | +81+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 10,316 | $1.04M | 0.00% | −510−4.7% | Reduced |
| Ethic Inc. | 10,269 | $1.04M | 0.06% | +770+8.1% | Added |
| Heitman Real Estate Securities LLC | 10,007 | $1.01M | 0.05% | −9,538−48.8% | Reduced |
| Nomura Holdings Inc | 9,991 | $1.01M | 0.01% | +6,959+229.5% | Added |
| Sound Financial Strategies Group, LLC | 9,912 | $1.00M | 0.73% | +9,912 | New |
| M&T Bank Corp | 9,730 | $982.7K | 0.00% | +493+5.3% | Added |
| Franklin Resources Inc | 9,720 | $982.1K | 0.00% | +1,932+24.8% | Added |
| Public Employees Retirement Association of Colorado | 9,412 | $951.0K | 0.01% | 00.0% | Unchanged |