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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 20,593 | $0 | 0.00% | +6,993+51.4% | Added |
| Cohen & Steers, Inc. | 2 | $0 | 0.00% | −12,619−100.0% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $297 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $494 | 0.00% | −165−97.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 5 | $494 | 0.00% | −7−58.3% | Reduced |
| North Star Investment Management Corp. | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $494 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $593 | 0.00% | +6 | New |
| Grey Fox Wealth Advisors, LLC | 6 | $593 | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 7 | $692 | 0.00% | −14−66.7% | Reduced |
| Eagle Bay Advisors LLC | 7 | $692 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $791 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $791 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9 | $852 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 9 | $889 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $1.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $1.78K | 0.00% | +18 | New |
| Iron Horse Wealth Management, LLC | 19 | $1.88K | 0.00% | +19 | New |
| Clearview Wealth Advisors LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.98K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 22 | $2.17K | 0.00% | +22 | New |
| Zions Bancorporation, N.A. | 24 | $2.37K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 26 | $2.57K | 0.00% | +10+62.5% | Added |
| Carolinas Wealth Consulting LLC | 28 | $2.79K | 0.00% | +12+75.0% | Added |
| Lindbrook Capital, LLC | 30 | $2.96K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 32 | $3.20K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 34 | $3.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 35 | $3.46K | 0.00% | −107−75.4% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $4.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 48 | $4.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.84K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 52 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $5.34K | 0.00% | +10+22.7% | Added |
| Financial Freedom, LLC | 60 | $5.89K | 0.00% | +1+1.7% | Added |
| Spire Wealth Management | 63 | $6.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 64 | $6.33K | 0.00% | +64 | New |
| MV Capital Management, Inc. | 71 | $7.02K | 0.00% | +56+373.3% | Added |
| Ofi Invest Asset Management | 716,616 | $7.25K | 0.04% | +716,616 | New |
| West Paces Advisors Inc. | 77 | $7.61K | 0.00% | +77 | New |
| Tfo-TDC, LLC | 88 | $8.70K | 0.00% | +86+4,300.0% | Added |
| Asset Dedication, LLC | 92 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $9.88K | 0.00% | −237−70.3% | Reduced |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 109 | $10.7K | 0.00% | +1+0.9% | Added |
| Register Financial Advisors LLC | 110 | $10.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $11.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 117 | $11.6K | 0.00% | +2+1.7% | Added |
| Picton Mahoney Asset Management | 120 | $12.0K | 0.00% | +120 | New |
| State of Wyoming | 128 | $12.7K | 0.00% | −1,957−93.9% | Reduced |
| Covestor Ltd | 127 | $13.0K | 0.01% | −1−0.8% | Reduced |
| Central Trust Co | 135 | $13.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 136 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 139 | $13.7K | 0.00% | −65−31.9% | Reduced |
| Clear Street Markets LLC | 145 | $14.0K | 0.00% | +72+98.6% | Added |
| Desjardins Global Asset Management Inc. | 146 | $14.0K | 0.00% | +146 | New |
| Fortis Advisors, LLC | 150 | $14.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 165 | $16.3K | 0.00% | −5−2.9% | Reduced |
| Massmutual Trust Co FSB | 166 | $16.4K | 0.00% | +119+253.2% | Added |
| Glassman Wealth Services | 169 | $16.7K | 0.00% | −14−7.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 206 | $20.4K | 0.01% | −28−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 208 | $22.0K | 0.00% | +183+732.0% | Added |
| Harbour Investments, Inc. | 240 | $23.7K | 0.00% | +3+1.3% | Added |
| Federated Hermes, Inc. | 242 | $23.9K | 0.00% | −197−44.9% | Reduced |
| Montag A & Associates Inc | 240 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 257 | $25.4K | 0.00% | +29+12.7% | Added |
| Anchor Investment Management, LLC | 270 | $26.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $26.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 290 | $28.7K | 0.00% | −3−1.0% | Reduced |
| Parkside Financial Bank & Trust | 298 | $29.5K | 0.01% | −105−26.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 322 | $32.0K | 0.00% | −53−14.1% | Reduced |
| Toth Financial Advisory Corp | 330 | $32.6K | 0.01% | +10+3.1% | Added |
| Huntington National Bank | 349 | $34.5K | 0.00% | −9−2.5% | Reduced |
| Farther Finance Advisors, LLC | 390 | $38.5K | 0.01% | −57−12.8% | Reduced |
| EverSource Wealth Advisors, LLC | 390 | $38.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 404 | $40.0K | 0.01% | +3+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 422 | $41.7K | 0.00% | +422 | New |
| Sentry Investment Management LLC | 482 | $48.0K | 0.02% | +482 | New |
| Capstone Investment Advisors, LLC | 498 | $49.2K | 0.00% | +498 | New |
| Northwest Investment Counselors, LLC | 500 | $49.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $49.4K | 0.00% | +500 | New |
| Delta Asset Management LLC | 525 | $51.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 616 | $61.0K | 0.00% | −333−35.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 665 | $65.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 715 | $68.7K | 0.00% | +655+1,091.7% | Added |
| Ci Investments Inc. | 702 | $69.0K | 0.00% | +56+8.7% | Added |
| Signaturefd, LLC | 820 | $81.0K | 0.00% | +149+22.2% | Added |
| Quadrant Capital Group LLC | 829 | $81.9K | 0.01% | +42+5.3% | Added |
| Ellevest, Inc. | 876 | $86.6K | 0.01% | −94−9.7% | Reduced |
| Lazard Asset Management LLC | 883 | $87.0K | 0.00% | +195+28.3% | Added |