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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 21,697 | $2.14M | 0.04% | +128+0.6% | Added |
| Advisors Capital Management, LLC | 22,280 | $2.20M | 0.06% | −558−2.4% | Reduced |
| Colony Group LLC | 22,460 | $2.22M | 0.03% | −1,170−5.0% | Reduced |
| Hamel Associates, Inc. | 22,895 | $2.26M | 0.78% | −1,400−5.8% | Reduced |
| Daiwa Securities Group Inc. | 23,731 | $2.35M | 0.02% | +2,714+12.9% | Added |
| Amalgamated Bank | 23,948 | $2.37M | 0.02% | −2,050−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 24,552 | $2.43M | 0.02% | +2,068+9.2% | Added |
| Van Eck Associates Corp | 25,057 | $2.48M | 0.01% | −989−3.8% | Reduced |
| Vert Asset Management LLC | 25,839 | $2.55M | 1.50% | +9,555+58.7% | Added |
| Voya Investment Management LLC | 26,859 | $2.65M | 0.00% | −22−0.1% | Reduced |
| FIL Ltd | 27,111 | $2.68M | 0.00% | −20,239−42.7% | Reduced |
| Pictet Asset Management SA | 27,157 | $2.68M | 0.00% | −11,125−29.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,275 | $2.70M | 0.01% | +12,096+79.7% | Added |
| American Century Companies Inc | 27,289 | $2.70M | 0.00% | −8,279−23.3% | Reduced |
| CIBC World Markets Corp | 27,544 | $2.72M | 0.04% | −4,614−14.3% | Reduced |
| AQR Capital Management LLC | 30,530 | $2.96M | 0.01% | +13,506+79.3% | Added |
| Kinloch Capital, LLC | 31,626 | $3.13M | 1.83% | +5,947+23.2% | Added |
| FMR LLC | 32,044 | $3.17M | 0.00% | +25,065+359.1% | Added |
| Royal Bank of Canada | 32,457 | $3.21M | 0.00% | −14,331−30.6% | Reduced |
| Ergoteles LLC | 33,232 | $3.28M | 0.13% | +33,232 | New |
| GSI Capital Advisors LLC | 34,206 | $3.38M | 2.08% | −1,262−3.6% | Reduced |
| Standard Life Aberdeen plc | 34,284 | $3.39M | 0.01% | +1,386+4.2% | Added |
| Royal London Asset Management Ltd | 35,857 | $3.54M | 0.01% | +430+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,881 | $3.55M | 0.02% | +1,130+3.3% | Added |
| Treasurer of the State of North Carolina | 36,227 | $3.58M | 0.02% | +230+0.6% | Added |
| The PNC Financial Services Group, Inc. | 36,443 | $3.60M | 0.00% | −2,344−6.0% | Reduced |
| Westpac Banking Corp | 38,268 | $3.78M | 0.05% | +17,879+87.7% | Added |
| Envestnet Asset Management Inc | 38,321 | $3.79M | 0.00% | −130.0% | Reduced |
| Susquehanna International Group, LLP | 39,253 | $3.88M | 0.01% | +11,397+40.9% | Added |
| Janus Henderson Group PLC | 39,597 | $3.91M | 0.00% | +19,748+99.5% | Added |
| Advisor Group Holdings, Inc. | 39,811 | $3.94M | 0.01% | −20.0% | Reduced |
| Centersquare Investment Management LLC | 40,052 | $3.96M | 0.05% | −54−0.1% | Reduced |
| Bank of Montreal | 36,962 | $3.97M | 0.00% | +1,397+3.9% | Added |
| Xcel Wealth Management, LLC | 40,477 | $4.00M | 1.41% | +2,605+6.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 43,359 | $4.29M | 0.02% | +262+0.6% | Added |
| Teacher Retirement System of Texas | 45,230 | $4.47M | 0.03% | +14,929+49.3% | Added |
| Thrivent Financial for Lutherans | 45,692 | $4.52M | 0.01% | +21,055+85.5% | Added |
| Point72 Asset Management, L.P. | 47,592 | $4.70M | 0.02% | +47,592 | New |
| LPL Financial LLC | 48,286 | $4.77M | 0.00% | +5,161+12.0% | Added |
| Calamos Advisors LLC | 49,047 | $4.85M | 0.02% | −6,242−11.3% | Reduced |
| D. E. Shaw & Co., Inc. | 49,405 | $4.88M | 0.01% | +30,033+155.0% | Added |
| Barclays PLC | 49,887 | $4.93M | 0.01% | −73,811−59.7% | Reduced |
| Davis Selected Advisers | 51,370 | $5.08M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 51,505 | $5.09M | 0.04% | +5,593+12.2% | Added |
| State of Alaska, Department of Revenue | 51,900 | $5.13M | 0.06% | +1,053+2.1% | Added |
| Manufacturers Life Insurance Company, The | 53,206 | $5.26M | 0.00% | −566−1.1% | Reduced |
| Cbre Clarion Securities LLC | 54,929 | $5.43M | 0.10% | +937+1.7% | Added |
| Stifel Financial Corp | 55,913 | $5.53M | 0.01% | +1,099+2.0% | Added |
| Mattern Capital Management, LLC | 56,210 | $5.56M | 0.98% | +3,466+6.6% | Added |
| Virginia Retirement Systems Et Al | 57,700 | $5.70M | 0.06% | +7,100+14.0% | Added |
| Adage Capital Partners GP, L.L.C. | 58,300 | $5.76M | 0.01% | +58,300 | New |
| Lincluden Management Ltd | 59,937 | $5.92M | 0.69% | −1,637−2.7% | Reduced |
| Employees Retirement System of Texas | 60,000 | $5.93M | 0.09% | +14,000+30.4% | Added |
| State of Wisconsin Investment Board | 62,999 | $6.23M | 0.02% | −55,924−47.0% | Reduced |
| Masterton Capital Management, LP | 64,146 | $6.34M | 6.05% | +12,900+25.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,081 | $6.53M | 0.02% | −25,753−28.0% | Reduced |
| Retirement Systems of Alabama | 66,128 | $6.54M | 0.03% | −1,724−2.5% | Reduced |
| Edgestream Partners, L.P. | 66,589 | $6.58M | 0.73% | +66,589 | New |
| Janney Capital Management LLC | 68,574 | $6.78M | 0.51% | +190.0% | Added |
| Amundi | 75,947 | $7.41M | 0.00% | +702+0.9% | Added |
| Yousif Capital Management, LLC | 75,110 | $7.42M | 0.10% | −1,936−2.5% | Reduced |
| UBS Group AG | 76,821 | $7.59M | 0.00% | −40,415−34.5% | Reduced |
| RMB Capital Management, LLC | 78,783 | $7.79M | 0.27% | +17,570+28.7% | Added |
| State of Tennessee, Treasury Department | 80,735 | $7.98M | 0.04% | −7,909−8.9% | Reduced |
| State of New Jersey Common Pension Fund D | 82,280 | $8.13M | 0.03% | +5,000+6.5% | Added |
| New York State Teachers Retirement System | 82,864 | $8.19M | 0.02% | −89−0.1% | Reduced |
| Fisher Asset Management, LLC | 84,586 | $8.45M | 0.01% | −584−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 86,522 | $8.55M | 0.02% | −300.0% | Reduced |
| Qube Research & Technologies Ltd | 87,342 | $8.63M | 0.05% | +87,342 | New |
| CBOE Vest Financial, LLC | 91,821 | $9.07M | 1.24% | −6,558−6.7% | Reduced |
| Millennium Management LLC | 94,203 | $9.31M | 0.01% | +82,141+681.0% | Added |
| California State Teachers Retirement System | 94,259 | $9.32M | 0.01% | −1,605−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 95,000 | $9.39M | 0.03% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 100,000 | $9.88M | 0.93% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 102,405 | $10.1M | 0.01% | −2,295−2.2% | Reduced |
| Guggenheim Capital LLC | 103,703 | $10.2M | 0.09% | +9,243+9.8% | Added |
| Janney Montgomery Scott LLC | 106,947 | $10.6M | 0.04% | +3,935+3.8% | Added |
| Los Angeles Capital Management LLC | 107,048 | $10.6M | 0.05% | −2,460−2.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 109,123 | $10.8M | 0.05% | −2,443−2.2% | Reduced |
| Renaissance Technologies LLC | 109,600 | $10.8M | 0.01% | +7,000+6.8% | Added |
| Citigroup Inc | 110,137 | $10.9M | 0.01% | +35,115+46.8% | Added |
| Asset Management One Co.,Ltd. | 115,238 | $11.4M | 0.05% | +162+0.1% | Added |
| Raymond James & Associates | 117,685 | $11.6M | 0.01% | +40,846+53.2% | Added |
| Principal Financial Group Inc | 118,899 | $11.8M | 0.01% | +1,903+1.6% | Added |
| Russell Investments Group, Ltd. | 122,173 | $12.1M | 0.02% | −9,779−7.4% | Reduced |
| AXA S.A. | 125,101 | $12.4M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 129,032 | $12.8M | 0.01% | +3,086+2.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 137,469 | $13.6M | 0.03% | −4,901−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 138,661 | $13.7M | 0.06% | +12,282+9.7% | Added |
| Prudential Financial Inc | 140,193 | $13.7M | 0.02% | +1,729+1.2% | Added |
| Credit Suisse AG | 147,401 | $14.6M | 0.02% | +20,239+15.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 148,818 | $14.7M | 0.76% | +126,094+554.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 151,728 | $15.0M | 0.01% | +2,602+1.7% | Added |
| Swiss National Bank | 157,800 | $15.6M | 0.01% | −18,100−10.3% | Reduced |
| California Public Employees Retirement System | 158,173 | $15.6M | 0.01% | −27,626−14.9% | Reduced |
| RWC Asset Management LLP | 165,593 | $16.4M | 0.50% | +13,967+9.2% | Added |
| Ameriprise Financial Inc | 205,546 | $17.1M | 0.01% | +39,093+23.5% | Added |
| Rhumbline Advisers | 178,176 | $17.6M | 0.02% | +257+0.1% | Added |
| Uniplan Investment Counsel, Inc. | 180,865 | $17.9M | 1.26% | −1,086−0.6% | Reduced |
| GEM Realty Capital | 197,678 | $19.5M | 3.74% | +70,094+54.9% | Added |