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 |
|---|---|---|---|---|---|
| US Bancorp | 5,406 | $534.3K | 0.00% | +308+6.0% | Added |
| Lockheed Martin Investment Management Co | 5,465 | $540.1K | 0.03% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5,500 | $544.0K | 0.00% | −1,520−21.7% | Reduced |
| Metropolitan Life Insurance Co | 5,532 | $546.7K | 0.03% | −956−14.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,644 | $557.8K | 0.01% | +57+1.0% | Added |
| Kentucky Retirement Systems | 5,789 | $572.0K | 0.02% | +64+1.1% | Added |
| Securian Asset Management, Inc | 5,964 | $589.4K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,086 | $602.0K | 0.04% | +1,558+34.4% | Added |
| Hartford Investment Management Co | 6,146 | $607.4K | 0.02% | +755+14.0% | Added |
| Maryland State Retirement & Pension System | 6,223 | $615.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,293 | $622.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,312 | $623.8K | 0.03% | +3,231+104.9% | Added |
| Commonwealth Equity Services, LLC | 6,546 | $646.0K | 0.00% | +57+0.9% | Added |
| Point72 Middle East FZE | 6,666 | $658.8K | 0.04% | +3,745+128.2% | Added |
| Brown Advisory Inc | 7,079 | $699.6K | 0.00% | +27+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $724.9K | 0.53% | 00.0% | Unchanged |
| First National Trust Co | 7,424 | $733.7K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,569 | $748.0K | 0.15% | +7,569 | New |
| Mariner, LLC | 7,619 | $750.0K | 0.00% | +754+11.0% | Added |
| Fort Point Capital Partners LLC | 7,684 | $759.4K | 0.12% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 7,689 | $759.9K | 0.01% | +1,027+15.4% | Added |
| Infrastructure Capital Advisors, LLC | 7,817 | $772.6K | 0.15% | +7,817 | New |
| Joel Isaacson & Co., LLC | 7,885 | $779.3K | 0.06% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 8,034 | $794.0K | 0.01% | −1,000−11.1% | Reduced |
| Nissay Asset Management Corp | 8,038 | $794.4K | 0.01% | +170+2.2% | Added |
| Cetera Advisor Networks LLC | 8,211 | $811.5K | 0.01% | −110−1.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,229 | $813.0K | 0.09% | −250−2.9% | Reduced |
| Norinchukin Bank, The | 8,340 | $824.2K | 0.02% | +808+10.7% | Added |
| FourThought Financial Partners, LLC | 8,586 | $848.6K | 0.12% | −261−3.0% | Reduced |
| Czech National Bank | 8,626 | $852.5K | 0.02% | +68+0.8% | Added |
| Tower Research Capital LLC (TRC) | 8,632 | $853.0K | 0.03% | +6,452+296.0% | Added |
| Allspring Global Investments Holdings, LLC | 8,781 | $867.8K | 0.00% | −1,535−14.9% | Reduced |
| Ossiam | 8,845 | $874.2K | 0.02% | +5,743+185.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,881 | $877.7K | 0.00% | −2,274−20.4% | Reduced |
| NewEdge Wealth, LLC | 8,923 | $881.8K | 0.03% | +146+1.7% | Added |
| Franklin Resources Inc | 9,278 | $916.9K | 0.00% | −442−4.5% | Reduced |
| MQS Management LLC | 9,293 | $918.4K | 0.59% | +964+11.6% | Added |
| Financial Advocates Investment Management | 9,329 | $922.0K | 0.07% | +67+0.7% | Added |
| Holocene Advisors, LP | 9,367 | $925.7K | 0.00% | −10,398−52.6% | Reduced |
| Ethic Inc. | 9,374 | $926.4K | 0.04% | −895−8.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,412 | $930.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,906 | $979.0K | 0.00% | −732−6.9% | Reduced |
| Heitman Real Estate Securities LLC | 10,007 | $989.0K | 0.05% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 10,023 | $990.6K | 0.16% | +2,751+37.8% | Added |
| M&T Bank Corp | 10,057 | $994.4K | 0.00% | +327+3.4% | Added |
| New York Life Investment Management LLC | 10,445 | $1.03M | 0.01% | +50+0.5% | Added |
| Mutual of America Capital Management LLC | 10,475 | $1.04M | 0.01% | +38+0.4% | Added |
| Nomura Holdings Inc | 10,571 | $1.04M | 0.01% | +580+5.8% | Added |
| CIBC Asset Management Inc | 10,750 | $1.06M | 0.00% | +365+3.5% | Added |
| Sigma Planning Corp | 10,757 | $1.06M | 0.04% | −25,592−70.4% | Reduced |
| SG Americas Securities, LLC | 10,891 | $1.08M | 0.01% | +2,067+23.4% | Added |
| CWM Advisors, LLC | 10,978 | $1.08M | 0.14% | +8+0.1% | Added |
| Xponance, Inc. | 11,029 | $1.09M | 0.02% | +574+5.5% | Added |
| Azimuth Capital Investment Management LLC | 11,655 | $1.15M | 0.06% | +640+5.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,747 | $1.16M | 0.02% | +998+9.3% | Added |
| Vestmark Advisory Solutions, Inc. | 12,409 | $1.23M | 0.05% | +1,525+14.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,412 | $1.23M | 0.01% | +58+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,436 | $1.23M | 0.00% | −1,203−8.8% | Reduced |
| ING Groep NV | 12,442 | $1.23M | 0.01% | +15+0.1% | Added |
| Ameritas Investment Partners, Inc. | 12,471 | $1.23M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,000 | $1.28M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 13,276 | $1.31M | 0.00% | +204+1.6% | Added |
| Liberty Mutual Group Asset Management Inc. | 13,282 | $1.31M | 0.30% | +476+3.7% | Added |
| Balyasny Asset Management LLC | 13,335 | $1.32M | 0.00% | −234,264−94.6% | Reduced |
| Truist Financial Corp | 13,374 | $1.32M | 0.00% | −8,369−38.5% | Reduced |
| Mirabella Financial Services LLP | 13,448 | $1.33M | 0.28% | +9,868+275.6% | Added |
| PGGM Investments | 13,460 | $1.33M | 0.02% | +1,245+10.2% | Added |
| Loudon Investment Management, LLC | 13,459 | $1.33M | 0.92% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,591 | $1.34M | 0.06% | +841+6.6% | Added |
| Spirit of America Management Corp | 13,700 | $1.35M | 0.30% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 13,749 | $1.37M | 0.06% | +41+0.3% | Added |
| Mackenzie Financial Corp | 14,127 | $1.40M | 0.00% | +9,906+234.7% | Added |
| Utah Retirement Systems | 14,370 | $1.42M | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 14,600 | $1.44M | 0.06% | −13,300−47.7% | Reduced |
| Trillium Asset Management, LLC | 15,092 | $1.49M | 0.04% | +770+5.4% | Added |
| Texas Permanent School Fund | 15,194 | $1.50M | 0.01% | +4,857+47.0% | Added |
| MML Investors Services, LLC | 15,312 | $1.51M | 0.01% | +1,101+7.7% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.53M | 0.06% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 15,641 | $1.55M | 0.06% | +93+0.6% | Added |
| Algert Global LLC | 16,248 | $1.61M | 0.08% | +2,761+20.5% | Added |
| Steward Partners Investment Advisory, LLC | 16,279 | $1.61M | 0.03% | −485−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 16,885 | $1.67M | 0.02% | +1,047+6.6% | Added |
| Cipher Capital LP | 16,934 | $1.67M | 0.31% | +16,934 | New |
| HighTower Advisors, LLC | 17,143 | $1.69M | 0.00% | −18−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 17,199 | $1.70M | 0.01% | +799+4.9% | Added |
| Voloridge Investment Management, LLC | 17,334 | $1.71M | 0.01% | −15,068−46.5% | Reduced |
| Kesler, Norman & Wride, LLC | 17,783 | $1.76M | 0.44% | +752+4.4% | Added |
| Storebrand Asset Management AS | 18,461 | $1.82M | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 18,595 | $1.84M | 0.14% | −8,661−31.8% | Reduced |
| MetLife Investment Management | 19,038 | $1.88M | 0.01% | −196−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,091 | $1.89M | 0.02% | +6,541+52.1% | Added |
| Vident Investment Advisory, LLC | 19,712 | $1.95M | 0.06% | −3,278−14.3% | Reduced |
| Blackhawk Capital Partners LLC. | 19,820 | $1.96M | 1.43% | +738+3.9% | Added |
| American International Group, Inc. | 19,945 | $1.97M | 0.01% | +87+0.4% | Added |
| State of Michigan Retirement System | 20,062 | $1.98M | 0.01% | +200+1.0% | Added |
| Ensign Peak Advisors, Inc | 20,190 | $2.00M | 0.00% | +900+4.7% | Added |
| HRT Financial LP | 20,750 | $2.05M | 0.03% | +20,750 | New |
| AXS Investments LLC | 20,900 | $2.07M | 0.68% | −2,000−8.7% | Reduced |
| Arizona State Retirement System | 21,177 | $2.09M | 0.02% | +630+3.1% | Added |
| Toronto Dominion Bank | 21,459 | $2.12M | 0.00% | +21,459 | New |