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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 9,300 | $939.7K | 0.10% | +9,300 | New |
| Financial Advocates Investment Management | 9,262 | $935.8K | 0.07% | +9,262 | New |
| Public Sector Pension Investment Board | 9,034 | $912.8K | 0.01% | +1,392+18.2% | Added |
| Gotham Asset Management, LLC | 8,888 | $898.0K | 0.03% | −2,502−22.0% | Reduced |
| FourThought Financial Partners, LLC | 8,847 | $893.9K | 0.13% | +8,847 | New |
| Y-Intercept (Hong Kong) Ltd | 8,829 | $892.1K | 0.13% | +8,829 | New |
| SG Americas Securities, LLC | 8,824 | $892.0K | 0.01% | −12,815−59.2% | Reduced |
| NewEdge Wealth, LLC | 8,777 | $886.9K | 0.04% | −54−0.6% | Reduced |
| Czech National Bank | 8,558 | $864.7K | 0.02% | +97+1.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,479 | $857.0K | 0.10% | −600−6.6% | Reduced |
| MQS Management LLC | 8,329 | $841.6K | 0.57% | +5,081+156.4% | Added |
| Cetera Advisor Networks LLC | 8,321 | $840.8K | 0.01% | +2,230+36.6% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $796.7K | 0.06% | −15−0.2% | Reduced |
| Nissay Asset Management Corp | 7,868 | $795.0K | 0.01% | +69+0.9% | Added |
| Adelante Capital Management LLC | 7,796 | $788.0K | 0.07% | −101,111−92.8% | Reduced |
| First Republic Investment Management, Inc. | 7,793 | $787.4K | 0.00% | −270−3.3% | Reduced |
| Fort Point Capital Partners LLC | 7,684 | $776.4K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,547 | $762.5K | 0.01% | +2,424+47.3% | Added |
| Norinchukin Bank, The | 7,532 | $761.0K | 0.02% | −841−10.0% | Reduced |
| United Capital Financial Advisers, LLC | 7,481 | $755.9K | 0.00% | −556−6.9% | Reduced |
| First National Trust Co | 7,424 | $750.1K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $741.0K | 0.55% | −417−5.4% | Reduced |
| Pearl River Capital, LLC | 7,272 | $734.8K | 0.12% | +4,791+193.1% | Added |
| Mariner, LLC | 6,865 | $730.0K | 0.00% | +2,747+66.7% | Added |
| Landscape Capital Management, L.L.C. | 7,180 | $725.5K | 0.11% | +7,180 | New |
| XTX Topco Ltd | 7,166 | $724.1K | 0.15% | +7,166 | New |
| Brown Advisory Inc | 7,052 | $712.5K | 0.00% | −84−1.2% | Reduced |
| Westwood Holdings Group Inc. | 7,020 | $709.0K | 0.01% | +7,020 | New |
| FMR LLC | 6,979 | $705.2K | 0.00% | +273+4.1% | Added |
| Quantamental Technologies LLC | 6,764 | $683.4K | 0.31% | −2,901−30.0% | Reduced |
| Rafferty Asset Management, LLC | 6,662 | $673.1K | 0.01% | +2,336+54.0% | Added |
| Metropolitan Life Insurance Co | 6,488 | $655.5K | 0.03% | −46−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 6,489 | $655.0K | 0.00% | −226−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,293 | $636.0K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 6,225 | $629.0K | 0.13% | −700−10.1% | Reduced |
| Maryland State Retirement & Pension System | 6,223 | $628.8K | 0.02% | +6,223 | New |
| Securian Asset Management, Inc | 5,964 | $602.6K | 0.02% | +24+0.4% | Added |
| Swiss Life Asset Management Ltd | 5,929 | $601.2K | 0.01% | +161+2.8% | Added |
| Kentucky Retirement Systems | 5,725 | $578.0K | 0.02% | +25+0.4% | Added |
| Oregon Public Employees Retirement Fund | 5,587 | $564.5K | 0.01% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 5,465 | $552.2K | 0.04% | +600+12.3% | Added |
| Neo Ivy Capital Management | 5,448 | $550.0K | 0.37% | +5,448 | New |
| Hartford Investment Management Co | 5,391 | $545.0K | 0.02% | −1,612−23.0% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $533.5K | 0.19% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 5,270 | $532.5K | 0.00% | +5,270 | New |
| US Bancorp | 5,098 | $515.1K | 0.00% | −343−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,040 | $509.0K | 0.00% | +1,566+45.1% | Added |
| Wealthspire Advisors, LLC | 4,982 | $504.1K | 0.01% | +135+2.8% | Added |
| Creative Planning | 4,933 | $498.4K | 0.00% | +1,293+35.5% | Added |
| Dynamic Technology Lab Private Ltd | 4,806 | $486.0K | 0.05% | +4,806 | New |
| Fifth Third Bancorp | 4,748 | $479.7K | 0.00% | −1,644−25.7% | Reduced |
| Louisiana State Employees Retirement System | 4,700 | $475.0K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,589 | $463.7K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,528 | $458.0K | 0.03% | +569+14.4% | Added |
| Everence Capital Management Inc | 4,450 | $450.0K | 0.04% | +4,450 | New |
| BLB&B Advisors, LLC | 4,452 | $449.8K | 0.03% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 4,446 | $449.2K | 0.20% | +80+1.8% | Added |
| Cetera Investment Advisers | 4,355 | $440.0K | 0.00% | +1,340+44.4% | Added |
| JB Capital LLC | 4,302 | $434.7K | 0.04% | +4,302 | New |
| Mackenzie Financial Corp | 4,221 | $426.5K | 0.00% | −1,803−29.9% | Reduced |
| Prospera Financial Services Inc | 4,076 | $411.8K | 0.02% | −272−6.3% | Reduced |
| Cullinan Associates Inc | 4,057 | $410.0K | 0.02% | +4,057 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,950 | $399.1K | 0.00% | −1,929−32.8% | Reduced |
| Belpointe Asset Management LLC | 3,792 | $383.1K | 0.02% | +3,792 | New |
| Bank of Nova Scotia | 3,769 | $380.8K | 0.00% | −1,240−24.8% | Reduced |
| Monetary Management Group Inc | 3,750 | $378.9K | 0.12% | −700−15.7% | Reduced |
| JustInvest LLC | 3,705 | $374.4K | 0.02% | −185−4.8% | Reduced |
| Csenge Advisory Group | 3,703 | $374.2K | 0.03% | −210−5.4% | Reduced |
| Great Lakes Advisors, LLC | 3,681 | $371.9K | 0.02% | −198−5.1% | Reduced |
| Neuberger Berman Group LLC | 3,670 | $370.8K | 0.00% | +132+3.7% | Added |
| Mirabella Financial Services LLP | 3,580 | $361.7K | 0.03% | +3,580 | New |
| New Mexico Educational Retirement Board | 3,450 | $349.0K | 0.02% | −200−5.5% | Reduced |
| Sandy Spring Bank | 3,397 | $343.2K | 0.02% | +9+0.3% | Added |
| IFP Advisors, Inc | 2,504 | $343.0K | 0.01% | −1,119−30.9% | Reduced |
| LMR Partners LLP | 3,323 | $335.8K | 0.01% | +3,323 | New |
| DoubleLine ETF Adviser LP | 3,242 | $327.6K | 0.17% | +3,242 | New |
| Larson Financial Group LLC | 3,179 | $321.2K | 0.04% | +2+0.1% | Added |
| KCM Investment Advisors LLC | 3,131 | $316.0K | 0.01% | −447−12.5% | Reduced |
| Ossiam | 3,102 | $313.4K | 0.01% | +1,704+121.9% | Added |
| Jump Financial, LLC | 3,081 | $311.3K | 0.02% | −809−20.8% | Reduced |
| Fiduciary Group LLC | 3,075 | $310.7K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,049 | $308.1K | 0.08% | −58−1.9% | Reduced |
| AE Wealth Management LLC | 3,026 | $305.8K | 0.00% | +578+23.6% | Added |
| Fortis Capital Advisors, LLC | 3,000 | $303.1K | 0.18% | +3,000 | New |
| Point72 Middle East FZE | 2,921 | $295.1K | 0.02% | +2,921 | New |
| Morningstar Investment Management LLC | 2,886 | $292.0K | 0.05% | +2,886 | New |
| Oak Thistle LLC | 2,815 | $284.4K | 0.61% | +2,815 | New |
| Intrua Financial, LLC | 2,660 | $283.4K | 0.07% | +2,660 | New |
| Northwestern Mutual Wealth Management Co | 2,787 | $281.6K | 0.00% | +542+24.1% | Added |
| Strategy Asset Managers LLC | 2,766 | $279.0K | 0.07% | +7+0.3% | Added |
| Captrust Financial Advisors | 2,750 | $277.9K | 0.00% | −617−18.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,710 | $274.0K | 0.01% | −15−0.6% | Reduced |
| Kaizen Financial Strategies | 2,510 | $274.0K | 0.27% | +221+9.7% | Added |
| PEAK6 Investments LLC | 2,705 | $273.3K | 0.02% | −1,781−39.7% | Reduced |
| RB Capital Management, LLC | 2,687 | $271.4K | 0.10% | +20+0.7% | Added |
| Boothbay Fund Management, LLC | 2,634 | $266.1K | 0.01% | +2,634 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $264.0K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,586 | $261.3K | 0.16% | +11+0.4% | Added |
| Keybank National Association | 2,534 | $256.0K | 0.00% | +49+2.0% | Added |
| Catalyst Wealth Management, LLC | 2,530 | $255.6K | 0.24% | +2,530 | New |