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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1,000 | $98.8K | 0.00% | −880−46.8% | Reduced |
| Sunbelt Securities, Inc. | 1,191 | $113.7K | 0.02% | +1,191 | New |
| Carmichael Hill & Associates, Inc. | 1,181 | $116.7K | 0.06% | +334+39.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $117.9K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,194 | $118.0K | 0.09% | +1,194 | New |
| Horizon Investments, LLC | 1,202 | $118.8K | 0.00% | +1,202 | New |
| IFP Advisors, Inc | 873 | $119.4K | 0.01% | −1,631−65.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,256 | $120.0K | 0.00% | +607+93.5% | Added |
| Allworth Financial LP | 1,219 | $120.5K | 0.00% | +5+0.4% | Added |
| Trust Co of Vermont | 1,300 | $128.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,365 | $135.0K | 0.00% | +525+62.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,492 | $147.0K | 0.01% | +352+30.9% | Added |
| 1832 Asset Management L.P. | 1,563 | $154.5K | 0.00% | −67,900−97.7% | Reduced |
| Meeder Asset Management Inc | 1,834 | $181.3K | 0.01% | 00.0% | Unchanged |
| Vanderbilt University | 2,035 | $201.1K | 0.05% | +2,035 | New |
| Catalyst Wealth Management, LLC | 2,057 | $203.3K | 0.19% | −473−18.7% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $212.5K | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,181 | $215.6K | 0.01% | +2,181 | New |
| GWM Advisors LLC | 2,194 | $216.8K | 0.00% | +145+7.1% | Added |
| Grey Street Capital, LLC | 2,200 | $217.4K | 0.15% | +2,200 | New |
| Powell Investment Advisors, LLC | 2,183 | $218.1K | 0.12% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,226 | $220.0K | 0.00% | +29+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,235 | $220.9K | 0.00% | +2,235 | New |
| Argonautica Private Wealth Management, Inc | 2,237 | $221.1K | 0.11% | +2,237 | New |
| Quantbot Technologies LP | 2,256 | $223.0K | 0.02% | +2,256 | New |
| Lumature Wealth Partners, LLC | 2,295 | $226.8K | 0.13% | +116+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,302 | $227.5K | 0.01% | +12+0.5% | Added |
| Intrua Financial, LLC | 2,561 | $234.1K | 0.05% | −99−3.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,375 | $234.7K | 0.12% | +2,375 | New |
| Truadvice, LLC | 2,384 | $235.8K | 0.09% | +2,384 | New |
| Heritage Investors Management Corp | 2,384 | $236.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,438 | $240.9K | 0.15% | +2,438 | New |
| Pathstone Family Office, LLC | 2,423 | $241.7K | 0.00% | −381−13.6% | Reduced |
| Kaizen Financial Strategies | 2,530 | $250.0K | 0.25% | +20+0.8% | Added |
| Panagora Asset Management Inc | 2,532 | $250.2K | 0.00% | −5,015−66.5% | Reduced |
| Keybank National Association | 2,541 | $251.1K | 0.00% | +7+0.3% | Added |
| Smith Shellnut Wilson LLC | 2,586 | $255.6K | 0.16% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,605 | $257.0K | 0.02% | −5−0.2% | Reduced |
| Kapitalo Investimentos Ltda | 2,615 | $258.4K | 0.09% | +2,615 | New |
| Revisor Wealth Management LLC | 2,627 | $259.6K | 0.24% | +2,627 | New |
| Strategy Asset Managers LLC | 2,632 | $260.1K | 0.06% | −134−4.8% | Reduced |
| RB Capital Management, LLC | 2,710 | $267.8K | 0.09% | +23+0.9% | Added |
| AE Wealth Management LLC | 2,770 | $273.7K | 0.00% | −256−8.5% | Reduced |
| Quantamental Technologies LLC | 2,834 | $280.1K | 0.15% | −3,930−58.1% | Reduced |
| Engineers Gate Manager LP | 2,871 | $283.7K | 0.01% | +2,871 | New |
| Harvest Portfolios Group Inc. | 2,884 | $285.0K | 0.01% | +783+37.3% | Added |
| Squarepoint Ops LLC | 2,900 | $286.6K | 0.00% | +2,900 | New |
| PEAK6 Investments LLC | 2,935 | $290.1K | 0.02% | +230+8.5% | Added |
| DuPont Capital Management Corp | 2,936 | $290.2K | 0.01% | +2,067+237.9% | Added |
| Stevens Capital Management LP | 3,081 | $304.0K | 0.08% | +3,081 | New |
| Fiduciary Group LLC | 3,089 | $305.3K | 0.04% | +14+0.5% | Added |
| Coppell Advisory Solutions LLC | 3,219 | $307.2K | 0.11% | +704+28.0% | Added |
| Coppell Advisory Solutions Corp. | 3,219 | $307.2K | 0.11% | +704+28.0% | Added |
| Parallax Volatility Advisers, L.P. | 3,125 | $308.8K | 0.01% | +3,125 | New |
| Aviva PLC | 3,136 | $309.9K | 0.00% | −7,930−71.7% | Reduced |
| KCM Investment Advisors LLC | 3,138 | $310.1K | 0.01% | +7+0.2% | Added |
| Larson Financial Group LLC | 3,177 | $314.0K | 0.03% | −2−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,182 | $314.5K | 0.00% | +395+14.2% | Added |
| CI Private Wealth, LLC | 3,223 | $318.5K | 0.00% | +3,223 | New |
| Morningstar Investment Management LLC | 3,265 | $323.0K | 0.05% | +379+13.1% | Added |
| Captrust Financial Advisors | 3,281 | $324.3K | 0.00% | +531+19.3% | Added |
| New Mexico Educational Retirement Board | 3,350 | $331.0K | 0.02% | −100−2.9% | Reduced |
| Sandy Spring Bank | 3,404 | $336.4K | 0.02% | +7+0.2% | Added |
| Creative Planning | 3,457 | $341.7K | 0.00% | −1,476−29.9% | Reduced |
| Gsa Capital Partners LLP | 3,464 | $342.0K | 0.03% | +3,464 | New |
| Kula Investments, LLC | 3,490 | $344.9K | 0.09% | +3,490 | New |
| Csenge Advisory Group | 3,531 | $349.0K | 0.03% | −172−4.6% | Reduced |
| Bank of Nova Scotia | 3,548 | $350.6K | 0.00% | −221−5.9% | Reduced |
| Wolverine Trading, LLC | 3,715 | $355.0K | 0.01% | −327,520−98.9% | Reduced |
| Equitable Holdings, Inc. | 3,596 | $355.4K | 0.01% | +3,596 | New |
| Great Lakes Advisors, LLC | 3,621 | $357.9K | 0.00% | −60−1.6% | Reduced |
| DoubleLine ETF Adviser LP | 3,682 | $363.9K | 0.16% | +440+13.6% | Added |
| First Republic Investment Management, Inc. | 3,689 | $364.6K | 0.00% | −4,104−52.7% | Reduced |
| Monetary Management Group Inc | 3,750 | $370.6K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,750 | $370.6K | 0.20% | +750+25.0% | Added |
| Neuberger Berman Group LLC | 3,767 | $372.3K | 0.00% | +97+2.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,956 | $391.0K | 0.04% | −850−17.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,142 | $409.4K | 0.00% | +192+4.9% | Added |
| Walleye Trading LLC | 4,290 | $424.0K | 0.02% | +3,579+503.4% | Added |
| JustInvest LLC | 4,317 | $426.7K | 0.01% | +612+16.5% | Added |
| Crossmark Global Holdings, Inc. | 4,342 | $430.0K | 0.01% | +1,632+60.2% | Added |
| NovaPoint Capital, LLC | 4,357 | $430.6K | 0.18% | −89−2.0% | Reduced |
| Prospera Financial Services Inc | 4,368 | $431.6K | 0.02% | +292+7.2% | Added |
| Northwest & Ethical Investments L.P. | 4,379 | $432.8K | 0.01% | −210−4.6% | Reduced |
| Pacer Advisors, Inc. | 4,437 | $438.5K | 0.00% | +4,269+2,541.1% | Added |
| Everence Capital Management Inc | 4,450 | $440.0K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,485 | $443.3K | 0.03% | +33+0.7% | Added |
| Wealth Alliance Advisory Group, LLC | 4,506 | $445.3K | 0.17% | +2,085+86.1% | Added |
| JB Capital LLC | 4,513 | $446.1K | 0.04% | +211+4.9% | Added |
| Belpointe Asset Management LLC | 4,596 | $454.2K | 0.02% | +804+21.2% | Added |
| Gotham Asset Management, LLC | 4,684 | $462.9K | 0.01% | −4,204−47.3% | Reduced |
| Fifth Third Bancorp | 4,700 | $464.5K | 0.00% | −48−1.0% | Reduced |
| Louisiana State Employees Retirement System | 4,800 | $474.4K | 0.01% | +100+2.1% | Added |
| Wealthspire Advisors, LLC | 4,858 | $480.8K | 0.01% | −124−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,002 | $494.4K | 0.00% | −2,479−33.1% | Reduced |
| Cetera Investment Advisers | 5,099 | $503.9K | 0.00% | +744+17.1% | Added |
| Citadel Advisors LLC | 5,247 | $518.6K | 0.00% | −137,238−96.3% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $521.8K | 0.18% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,307 | $525.0K | 0.00% | +267+5.3% | Added |
| Rodgers Brothers Inc. | 5,325 | $526.3K | 0.10% | −900−14.5% | Reduced |