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, Q1 2023
Institutional positions in Federal Realty Investment Trust as of Mar 31, 2023. 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
- 434
- +12 vs. Q4 2022
- Shares held
- 78.1M
- −696.8K (−0.9%) vs. Q4 2022
- Total value
- $7.65B
- −$317.6M (−4.0%) vs. Q4 2022
- New holders
- 49
- 185 more added
- Sold out
- 37
- 125 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,900,701 | $1.27B | 0.03% | +97,864+0.8% | Added |
| State Street Corp | 9,393,149 | $938.3M | 0.05% | −805,337−7.9% | Reduced |
| BlackRock Inc. | 7,817,317 | $772.6M | 0.02% | +210,347+2.8% | Added |
| Norges Bank | 7,212,626 | $712.8M | 0.16% | 00.0% | Unchanged |
| Capital Research Global Investors | 5,957,986 | $588.8M | 0.17% | +1,5660.0% | Added |
| JPMorgan Chase & Co | 3,907,165 | $386.1M | 0.05% | −606,954−13.4% | Reduced |
| Resolution Capital Ltd | 3,356,610 | $331.7M | 5.63% | −508,188−13.1% | Reduced |
| Invesco Ltd. | 1,828,829 | $180.7M | 0.05% | −429,555−19.0% | Reduced |
| Geode Capital Management, LLC | 1,717,783 | $169.6M | 0.02% | +41,187+2.5% | Added |
| ProShare Advisors LLC | 1,570,113 | $155.2M | 0.47% | −201,209−11.4% | Reduced |
| Dimensional Fund Advisors LP | 1,089,340 | $107.7M | 0.04% | +29,788+2.8% | Added |
| Charles Schwab Investment Management Inc | 1,084,687 | $107.2M | 0.03% | +158,991+17.2% | Added |
| Northern Trust Corp | 1,074,330 | $106.2M | 0.02% | +67,305+6.7% | Added |
| Northwood Liquid Management LP | 975,688 | $96.4M | 11.81% | +165,294+20.4% | Added |
| Wells Fargo & Company | 939,628 | $92.9M | 0.03% | −4,591−0.5% | Reduced |
| Legal & General Group Plc | 916,575 | $90.6M | 0.03% | +96,390+11.8% | Added |
| Morgan Stanley | 769,508 | $76.1M | 0.01% | +189,080+32.6% | Added |
| Bank of New York Mellon Corp | 720,175 | $71.2M | 0.02% | +3,769+0.5% | Added |
| UBS Asset Management Americas Inc | 567,308 | $56.1M | 0.03% | +10,798+1.9% | Added |
| HSBC Holdings PLC | 457,617 | $45.2M | 0.06% | +116,861+34.3% | Added |
| APG Asset Management US Inc. | 431,896 | $42.7M | 0.35% | −33,593−7.2% | Reduced |
| Clark Capital Management Group, Inc. | 397,646 | $39.3M | 0.44% | +3,294+0.8% | Added |
| Waterfront Capital Partners, LLC | 387,846 | $38.3M | 2.90% | +387,846 | New |
| SEI Investments Co | 372,696 | $36.8M | 0.07% | −58,085−13.5% | Reduced |
| Goldman Sachs Group Inc | 355,172 | $35.1M | 0.01% | −2,782−0.8% | Reduced |
| Bank of America Corp | 339,363 | $33.5M | 0.00% | +136,607+67.4% | Added |
| STRS Ohio | 300,895 | $29.7M | 0.13% | −103,193−25.5% | Reduced |
| Nuveen Asset Management, LLC | 283,248 | $28.0M | 0.01% | −43,058−13.2% | Reduced |
| Schroder Investment Management Group | 262,024 | $25.9M | 0.04% | −197,337−43.0% | Reduced |
| Victory Capital Management Inc | 252,882 | $25.0M | 0.03% | +33,481+15.3% | Added |
| Nomura Asset Management Co Ltd | 234,647 | $23.2M | 0.12% | +21,247+10.0% | Added |
| Price T Rowe Associates Inc | 222,235 | $22.0M | 0.00% | +22,108+11.0% | Added |
| Macquarie Group Ltd | 208,916 | $20.6M | 0.02% | −17,573−7.8% | Reduced |
| Deutsche Bank AG | 206,574 | $20.4M | 0.01% | +105,877+105.1% | Added |
| GEM Realty Capital | 197,678 | $19.5M | 3.74% | +70,094+54.9% | Added |
| Uniplan Investment Counsel, Inc. | 180,865 | $17.9M | 1.26% | −1,086−0.6% | Reduced |
| Rhumbline Advisers | 178,176 | $17.6M | 0.02% | +257+0.1% | Added |
| Ameriprise Financial Inc | 205,546 | $17.1M | 0.01% | +39,093+23.5% | Added |
| RWC Asset Management LLP | 165,593 | $16.4M | 0.50% | +13,967+9.2% | Added |
| California Public Employees Retirement System | 158,173 | $15.6M | 0.01% | −27,626−14.9% | Reduced |
| Swiss National Bank | 157,800 | $15.6M | 0.01% | −18,100−10.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 151,728 | $15.0M | 0.01% | +2,602+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 148,818 | $14.7M | 0.76% | +126,094+554.9% | Added |
| Credit Suisse AG | 147,401 | $14.6M | 0.02% | +20,239+15.9% | Added |
| Prudential Financial Inc | 140,193 | $13.7M | 0.02% | +1,729+1.2% | Added |
| Public Employees Retirement System of Ohio | 138,661 | $13.7M | 0.06% | +12,282+9.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 137,469 | $13.6M | 0.03% | −4,901−3.4% | Reduced |
| Alliancebernstein L.P. | 129,032 | $12.8M | 0.01% | +3,086+2.5% | Added |
| AXA S.A. | 125,101 | $12.4M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 122,173 | $12.1M | 0.02% | −9,779−7.4% | Reduced |
| Principal Financial Group Inc | 118,899 | $11.8M | 0.01% | +1,903+1.6% | Added |
| Raymond James & Associates | 117,685 | $11.6M | 0.01% | +40,846+53.2% | Added |
| Asset Management One Co.,Ltd. | 115,238 | $11.4M | 0.05% | +162+0.1% | Added |
| Citigroup Inc | 110,137 | $10.9M | 0.01% | +35,115+46.8% | Added |
| Renaissance Technologies LLC | 109,600 | $10.8M | 0.01% | +7,000+6.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 109,123 | $10.8M | 0.05% | −2,443−2.2% | Reduced |
| Los Angeles Capital Management LLC | 107,048 | $10.6M | 0.05% | −2,460−2.2% | Reduced |
| Janney Montgomery Scott LLC | 106,947 | $10.6M | 0.04% | +3,935+3.8% | Added |
| Guggenheim Capital LLC | 103,703 | $10.2M | 0.09% | +9,243+9.8% | Added |
| New York State Common Retirement Fund | 102,405 | $10.1M | 0.01% | −2,295−2.2% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $9.88M | 0.93% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 95,000 | $9.39M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 94,259 | $9.32M | 0.01% | −1,605−1.7% | Reduced |
| Millennium Management LLC | 94,203 | $9.31M | 0.01% | +82,141+681.0% | Added |
| CBOE Vest Financial, LLC | 91,821 | $9.07M | 1.24% | −6,558−6.7% | Reduced |
| Qube Research & Technologies Ltd | 87,342 | $8.63M | 0.05% | +87,342 | New |
| State Board of Administration of Florida Retirement System | 86,522 | $8.55M | 0.02% | −300.0% | Reduced |
| Fisher Asset Management, LLC | 84,586 | $8.45M | 0.01% | −584−0.7% | Reduced |
| New York State Teachers Retirement System | 82,864 | $8.19M | 0.02% | −89−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 82,280 | $8.13M | 0.03% | +5,000+6.5% | Added |
| State of Tennessee, Treasury Department | 80,735 | $7.98M | 0.04% | −7,909−8.9% | Reduced |
| RMB Capital Management, LLC | 78,783 | $7.79M | 0.27% | +17,570+28.7% | Added |
| UBS Group AG | 76,821 | $7.59M | 0.00% | −40,415−34.5% | Reduced |
| Yousif Capital Management, LLC | 75,110 | $7.42M | 0.10% | −1,936−2.5% | Reduced |
| Amundi | 75,947 | $7.41M | 0.00% | +702+0.9% | Added |
| Janney Capital Management LLC | 68,574 | $6.78M | 0.51% | +190.0% | Added |
| Edgestream Partners, L.P. | 66,589 | $6.58M | 0.73% | +66,589 | New |
| Retirement Systems of Alabama | 66,128 | $6.54M | 0.03% | −1,724−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,081 | $6.53M | 0.02% | −25,753−28.0% | Reduced |
| Masterton Capital Management, LP | 64,146 | $6.34M | 6.05% | +12,900+25.2% | Added |
| State of Wisconsin Investment Board | 62,999 | $6.23M | 0.02% | −55,924−47.0% | Reduced |
| Employees Retirement System of Texas | 60,000 | $5.93M | 0.09% | +14,000+30.4% | Added |
| Lincluden Management Ltd | 59,937 | $5.92M | 0.69% | −1,637−2.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 58,300 | $5.76M | 0.01% | +58,300 | New |
| Virginia Retirement Systems Et Al | 57,700 | $5.70M | 0.06% | +7,100+14.0% | Added |
| Mattern Capital Management, LLC | 56,210 | $5.56M | 0.98% | +3,466+6.6% | Added |
| Stifel Financial Corp | 55,913 | $5.53M | 0.01% | +1,099+2.0% | Added |
| Cbre Clarion Securities LLC | 54,929 | $5.43M | 0.10% | +937+1.7% | Added |
| Manufacturers Life Insurance Company, The | 53,206 | $5.26M | 0.00% | −566−1.1% | Reduced |
| State of Alaska, Department of Revenue | 51,900 | $5.13M | 0.06% | +1,053+2.1% | Added |
| Nisa Investment Advisors, LLC | 51,505 | $5.09M | 0.04% | +5,593+12.2% | Added |
| Davis Selected Advisers | 51,370 | $5.08M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 49,887 | $4.93M | 0.01% | −73,811−59.7% | Reduced |
| D. E. Shaw & Co., Inc. | 49,405 | $4.88M | 0.01% | +30,033+155.0% | Added |
| Calamos Advisors LLC | 49,047 | $4.85M | 0.02% | −6,242−11.3% | Reduced |
| LPL Financial LLC | 48,286 | $4.77M | 0.00% | +5,161+12.0% | Added |
| Point72 Asset Management, L.P. | 47,592 | $4.70M | 0.02% | +47,592 | New |
| Thrivent Financial for Lutherans | 45,692 | $4.52M | 0.01% | +21,055+85.5% | Added |
| Teacher Retirement System of Texas | 45,230 | $4.47M | 0.03% | +14,929+49.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 43,359 | $4.29M | 0.02% | +262+0.6% | Added |