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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 206,574 | $20.4M | 0.01% | +105,877+105.1% | Added |
| Macquarie Group Ltd | 208,916 | $20.6M | 0.02% | −17,573−7.8% | Reduced |
| Price T Rowe Associates Inc | 222,235 | $22.0M | 0.00% | +22,108+11.0% | Added |
| Nomura Asset Management Co Ltd | 234,647 | $23.2M | 0.12% | +21,247+10.0% | Added |
| Victory Capital Management Inc | 252,882 | $25.0M | 0.03% | +33,481+15.3% | Added |
| Schroder Investment Management Group | 262,024 | $25.9M | 0.04% | −197,337−43.0% | Reduced |
| Nuveen Asset Management, LLC | 283,248 | $28.0M | 0.01% | −43,058−13.2% | Reduced |
| STRS Ohio | 300,895 | $29.7M | 0.13% | −103,193−25.5% | Reduced |
| Bank of America Corp | 339,363 | $33.5M | 0.00% | +136,607+67.4% | Added |
| Goldman Sachs Group Inc | 355,172 | $35.1M | 0.01% | −2,782−0.8% | Reduced |
| SEI Investments Co | 372,696 | $36.8M | 0.07% | −58,085−13.5% | Reduced |
| Waterfront Capital Partners, LLC | 387,846 | $38.3M | 2.90% | +387,846 | New |
| Clark Capital Management Group, Inc. | 397,646 | $39.3M | 0.44% | +3,294+0.8% | Added |
| APG Asset Management US Inc. | 431,896 | $42.7M | 0.35% | −33,593−7.2% | Reduced |
| HSBC Holdings PLC | 457,617 | $45.2M | 0.06% | +116,861+34.3% | Added |
| UBS Asset Management Americas Inc | 567,308 | $56.1M | 0.03% | +10,798+1.9% | Added |
| Bank of New York Mellon Corp | 720,175 | $71.2M | 0.02% | +3,769+0.5% | Added |
| Morgan Stanley | 769,508 | $76.1M | 0.01% | +189,080+32.6% | Added |
| Legal & General Group Plc | 916,575 | $90.6M | 0.03% | +96,390+11.8% | Added |
| Wells Fargo & Company | 939,628 | $92.9M | 0.03% | −4,591−0.5% | Reduced |
| Northwood Liquid Management LP | 975,688 | $96.4M | 11.81% | +165,294+20.4% | Added |
| Northern Trust Corp | 1,074,330 | $106.2M | 0.02% | +67,305+6.7% | Added |
| Charles Schwab Investment Management Inc | 1,084,687 | $107.2M | 0.03% | +158,991+17.2% | Added |
| Dimensional Fund Advisors LP | 1,089,340 | $107.7M | 0.04% | +29,788+2.8% | Added |
| ProShare Advisors LLC | 1,570,113 | $155.2M | 0.47% | −201,209−11.4% | Reduced |
| Geode Capital Management, LLC | 1,717,783 | $169.6M | 0.02% | +41,187+2.5% | Added |
| Invesco Ltd. | 1,828,829 | $180.7M | 0.05% | −429,555−19.0% | Reduced |
| Resolution Capital Ltd | 3,356,610 | $331.7M | 5.63% | −508,188−13.1% | Reduced |
| JPMorgan Chase & Co | 3,907,165 | $386.1M | 0.05% | −606,954−13.4% | Reduced |
| Capital Research Global Investors | 5,957,986 | $588.8M | 0.17% | +1,5660.0% | Added |
| Norges Bank | 7,212,626 | $712.8M | 0.16% | 00.0% | Unchanged |
| BlackRock Inc. | 7,817,317 | $772.6M | 0.02% | +210,347+2.8% | Added |
| State Street Corp | 9,393,149 | $938.3M | 0.05% | −805,337−7.9% | Reduced |
| Vanguard Group Inc | 12,900,701 | $1.27B | 0.03% | +97,864+0.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −72,065−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −27,785−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −23,459−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −13,265−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −9,912−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,829−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −7,796−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,166−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −5,929−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Abeille Asset Management SA | – | – | – | – | Not filed |