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 |
|---|---|---|---|---|---|
| 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 |
| Sawtooth Solutions, LLC | 2,503 | $252.9K | 0.03% | −1,023−29.0% | Reduced |
| Pathstone Family Office, LLC | 2,804 | $251.7K | 0.01% | +2,804 | New |
| Wealth Alliance Advisory Group, LLC | 2,421 | $244.6K | 0.09% | +2,421 | New |
| Atom Investors LP | 2,404 | $242.9K | 0.12% | +2,404 | New |
| Heritage Investors Management Corp | 2,384 | $241.0K | 0.01% | +2,384 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,290 | $231.4K | 0.01% | −414−15.3% | Reduced |
| Jane Street Group, LLC | 2,236 | $225.9K | 0.00% | +2,236 | New |
| Powell Investment Advisors, LLC | 2,183 | $222.9K | 0.13% | +2,183 | New |
| Cetera Advisors LLC | 2,197 | $222.0K | 0.00% | +2,197 | New |
| Lumature Wealth Partners, LLC | 2,179 | $220.2K | 0.12% | −70−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,180 | $220.0K | 0.01% | −727−25.0% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $217.2K | 0.06% | +2,150 | New |
| Verition Fund Management LLC | 2,113 | $213.5K | 0.00% | −1,442−40.6% | Reduced |
| Harvest Portfolios Group Inc. | 2,101 | $212.3K | 0.01% | +2,101 | New |
| State of Wyoming | 2,085 | $210.7K | 0.07% | +1,040+99.5% | Added |
| GWM Advisors LLC | 2,049 | $207.0K | 0.01% | +2,049 | New |
| Sequoia Financial Advisors, LLC | 2,001 | $202.2K | 0.00% | +2,001 | New |
| Financial Network Wealth Management LLC | 2,000 | $202.1K | 0.11% | +2,000 | New |
| Whittier Trust Co | 1,880 | $190.0K | 0.00% | +880+88.0% | Added |
| Meeder Asset Management Inc | 1,834 | $185.3K | 0.02% | −1,012−35.6% | Reduced |
| Phocas Financial Corp. | 1,580 | $159.6K | 0.02% | −12,324−88.6% | Reduced |
| Trust Co of Vermont | 1,300 | $131.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,214 | $122.7K | 0.00% | +9+0.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $120.5K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,140 | $115.0K | 0.01% | +568+99.3% | Added |
| Ellevest, Inc. | 970 | $98.0K | 0.01% | −92−8.7% | Reduced |
| Bessemer Group Inc | 949 | $96.0K | 0.00% | −185−16.3% | Reduced |
| DuPont Capital Management Corp | 869 | $87.8K | 0.00% | +545+168.2% | Added |
| Carmichael Hill & Associates, Inc. | 847 | $85.6K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 840 | $85.0K | 0.00% | −163−16.3% | Reduced |
| Quadrant Capital Group LLC | 787 | $79.5K | 0.01% | −13−1.6% | Reduced |
| Walleye Trading LLC | 711 | $71.8K | 0.00% | +711 | New |
| Lazard Asset Management LLC | 688 | $69.0K | 0.00% | +1+0.1% | Added |
| Signaturefd, LLC | 671 | $67.8K | 0.00% | −122−15.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 665 | $67.2K | 0.00% | +665 | New |
| Migdal Insurance & Financial Holdings Ltd. | 649 | $66.0K | 0.00% | −89−12.1% | Reduced |
| Ci Investments Inc. | 646 | $65.0K | 0.00% | +358+124.3% | Added |
| One Wealth Advisors, LLC | 622 | $62.9K | 0.01% | +622 | New |
| Delta Asset Management LLC | 525 | $53.0K | 0.01% | +525 | New |
| Northwest Investment Counselors, LLC | 500 | $50.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 447 | $45.2K | 0.02% | +447 | New |
| Federated Hermes, Inc. | 439 | $44.4K | 0.00% | +156+55.1% | Added |
| Parkside Financial Bank & Trust | 403 | $40.7K | 0.01% | +182+82.4% | Added |
| Sugarloaf Wealth Management, LLC | 401 | $40.5K | 0.01% | +5+1.3% | Added |
| EverSource Wealth Advisors, LLC | 390 | $39.4K | 0.01% | +347+807.0% | Added |
| Capital Analysts, LLC | 375 | $38.0K | 0.00% | +3+0.8% | Added |
| Huntington National Bank | 358 | $36.2K | 0.00% | −28−7.3% | Reduced |
| Brown Brothers Harriman & Co | 337 | $34.0K | 0.00% | −95−22.0% | Reduced |
| Toth Financial Advisory Corp | 320 | $32.3K | 0.01% | −140−30.4% | Reduced |
| Bartlett & Co. LLC | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $30.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 293 | $29.6K | 0.00% | +16+5.8% | Added |
| Anchor Investment Management, LLC | 270 | $27.3K | 0.00% | −72−21.1% | Reduced |
| M&R Capital Management Inc | 270 | $27.3K | 0.01% | 00.0% | Unchanged |
| Tobam | 269 | $27.0K | 0.00% | −2,086−88.6% | Reduced |
| Canada Pension Plan Investment Board | 260 | $26.3K | 0.00% | −23,300−98.9% | Reduced |
| Montag A & Associates Inc | 240 | $24.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 237 | $24.0K | 0.00% | +7+3.0% | Added |
| PSI Advisors, LLC | 234 | $23.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 228 | $23.0K | 0.00% | +29+14.6% | Added |
| Tortoise Investment Management, LLC | 204 | $20.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $20.2K | 0.01% | −100−33.3% | Reduced |
| EWG Elevate Inc. | 200 | $20.2K | 0.01% | +200 | New |
| Glassman Wealth Services | 183 | $18.5K | 0.00% | −48−20.8% | Reduced |
| 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 |
| Pacer Advisors, Inc. | 168 | $17.0K | 0.00% | +20+13.5% | Added |
| Fortis Advisors, LLC | 150 | $15.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 142 | $14.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 136 | $13.7K | 0.00% | +136 | New |
| Central Trust Co | 135 | $13.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 128 | $13.0K | 0.01% | −2−1.5% | Reduced |
| TD Private Client Wealth LLC | 115 | $11.6K | 0.00% | −160−58.2% | Reduced |
| SJS Investment Consulting Inc. | 114 | $11.5K | 0.00% | −144−55.8% | Reduced |
| Register Financial Advisors LLC | 110 | $11.1K | 0.01% | +110 | New |
| BerganKDV Wealth Management, LLC | 108 | $10.9K | 0.00% | +2+1.9% | Added |
| Byrne Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $10.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 75 | $7.58K | 0.00% | +75 | New |
| Clear Street Markets LLC | 73 | $7.00K | 0.00% | +73 | New |
| Pinebridge Investments, L.P. | 69 | $6.97K | 0.00% | +3+4.5% | Added |
| My Personal CFO, LLC | 65 | $6.57K | 0.01% | +65 | New |
| Global Retirement Partners, LLC | 60 | $6.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 68 | $6.00K | 0.00% | +68 | New |
| Financial Freedom, LLC | 59 | $5.97K | 0.00% | +59 | New |
| Sutton Wealth Advisors Inc. | 52 | $5.25K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 50 | $5.05K | 0.00% | +25+100.0% | Added |
| Atticus Wealth Management, LLC | 50 | $5.05K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 47 | $5.00K | 0.00% | −22−31.9% | Reduced |
| Private Trust Co NA | 48 | $5.00K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 49 | $4.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $4.45K | 0.00% | +17+63.0% | Added |
| SRS Capital Advisors, Inc. | 42 | $4.24K | 0.00% | −24−36.4% | Reduced |
| Earnest Partners LLC | 34 | $3.44K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 32 | $3.27K | 0.00% | 00.0% | Unchanged |