Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 40,477 | $4.00M | 1.41% | +2,605+6.9% | Added |
| Bank of Montreal | 36,962 | $3.97M | 0.00% | +1,397+3.9% | Added |
| Centersquare Investment Management LLC | 40,052 | $3.96M | 0.05% | −54−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 39,811 | $3.94M | 0.01% | −20.0% | Reduced |
| Janus Henderson Group PLC | 39,597 | $3.91M | 0.00% | +19,748+99.5% | Added |
| Susquehanna International Group, LLP | 39,253 | $3.88M | 0.01% | +11,397+40.9% | Added |
| Envestnet Asset Management Inc | 38,321 | $3.79M | 0.00% | −130.0% | Reduced |
| Westpac Banking Corp | 38,268 | $3.78M | 0.05% | +17,879+87.7% | Added |
| The PNC Financial Services Group, Inc. | 36,443 | $3.60M | 0.00% | −2,344−6.0% | Reduced |
| Treasurer of the State of North Carolina | 36,227 | $3.58M | 0.02% | +230+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,881 | $3.55M | 0.02% | +1,130+3.3% | Added |
| Royal London Asset Management Ltd | 35,857 | $3.54M | 0.01% | +430+1.2% | Added |
| Standard Life Aberdeen plc | 34,284 | $3.39M | 0.01% | +1,386+4.2% | Added |
| GSI Capital Advisors LLC | 34,206 | $3.38M | 2.08% | −1,262−3.6% | Reduced |
| Ergoteles LLC | 33,232 | $3.28M | 0.13% | +33,232 | New |
| Royal Bank of Canada | 32,457 | $3.21M | 0.00% | −14,331−30.6% | Reduced |
| FMR LLC | 32,044 | $3.17M | 0.00% | +25,065+359.1% | Added |
| Kinloch Capital, LLC | 31,626 | $3.13M | 1.83% | +5,947+23.2% | Added |
| AQR Capital Management LLC | 30,530 | $2.96M | 0.01% | +13,506+79.3% | Added |
| CIBC World Markets Corp | 27,544 | $2.72M | 0.04% | −4,614−14.3% | Reduced |
| American Century Companies Inc | 27,289 | $2.70M | 0.00% | −8,279−23.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,275 | $2.70M | 0.01% | +12,096+79.7% | Added |
| Pictet Asset Management SA | 27,157 | $2.68M | 0.00% | −11,125−29.1% | Reduced |
| FIL Ltd | 27,111 | $2.68M | 0.00% | −20,239−42.7% | Reduced |
| Voya Investment Management LLC | 26,859 | $2.65M | 0.00% | −22−0.1% | Reduced |
| Vert Asset Management LLC | 25,839 | $2.55M | 1.50% | +9,555+58.7% | Added |
| Van Eck Associates Corp | 25,057 | $2.48M | 0.01% | −989−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 24,552 | $2.43M | 0.02% | +2,068+9.2% | Added |
| Amalgamated Bank | 23,948 | $2.37M | 0.02% | −2,050−7.9% | Reduced |
| Daiwa Securities Group Inc. | 23,731 | $2.35M | 0.02% | +2,714+12.9% | Added |
| Hamel Associates, Inc. | 22,895 | $2.26M | 0.78% | −1,400−5.8% | Reduced |
| Colony Group LLC | 22,460 | $2.22M | 0.03% | −1,170−5.0% | Reduced |
| Advisors Capital Management, LLC | 22,280 | $2.20M | 0.06% | −558−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 21,697 | $2.14M | 0.04% | +128+0.6% | Added |
| Toronto Dominion Bank | 21,459 | $2.12M | 0.00% | +21,459 | New |
| Arizona State Retirement System | 21,177 | $2.09M | 0.02% | +630+3.1% | Added |
| AXS Investments LLC | 20,900 | $2.07M | 0.68% | −2,000−8.7% | Reduced |
| HRT Financial LP | 20,750 | $2.05M | 0.03% | +20,750 | New |
| Ensign Peak Advisors, Inc | 20,190 | $2.00M | 0.00% | +900+4.7% | Added |
| State of Michigan Retirement System | 20,062 | $1.98M | 0.01% | +200+1.0% | Added |
| American International Group, Inc. | 19,945 | $1.97M | 0.01% | +87+0.4% | Added |
| Blackhawk Capital Partners LLC. | 19,820 | $1.96M | 1.43% | +738+3.9% | Added |
| Vident Investment Advisory, LLC | 19,712 | $1.95M | 0.06% | −3,278−14.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,091 | $1.89M | 0.02% | +6,541+52.1% | Added |
| MetLife Investment Management | 19,038 | $1.88M | 0.01% | −196−1.0% | Reduced |
| Allstate Corp | 18,595 | $1.84M | 0.14% | −8,661−31.8% | Reduced |
| Storebrand Asset Management AS | 18,461 | $1.82M | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 17,783 | $1.76M | 0.44% | +752+4.4% | Added |
| Voloridge Investment Management, LLC | 17,334 | $1.71M | 0.01% | −15,068−46.5% | Reduced |
| Rockefeller Capital Management L.P. | 17,199 | $1.70M | 0.01% | +799+4.9% | Added |
| HighTower Advisors, LLC | 17,143 | $1.69M | 0.00% | −18−0.1% | Reduced |
| Cipher Capital LP | 16,934 | $1.67M | 0.31% | +16,934 | New |
| Avantax Advisory Services, Inc. | 16,885 | $1.67M | 0.02% | +1,047+6.6% | Added |
| Steward Partners Investment Advisory, LLC | 16,279 | $1.61M | 0.03% | −485−2.9% | Reduced |
| Algert Global LLC | 16,248 | $1.61M | 0.08% | +2,761+20.5% | Added |
| Chartwell Investment Partners, LLC | 15,641 | $1.55M | 0.06% | +93+0.6% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.53M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,312 | $1.51M | 0.01% | +1,101+7.7% | Added |
| Texas Permanent School Fund | 15,194 | $1.50M | 0.01% | +4,857+47.0% | Added |
| Trillium Asset Management, LLC | 15,092 | $1.49M | 0.04% | +770+5.4% | Added |
| Intact Investment Management Inc. | 14,600 | $1.44M | 0.06% | −13,300−47.7% | Reduced |
| Utah Retirement Systems | 14,370 | $1.42M | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,127 | $1.40M | 0.00% | +9,906+234.7% | Added |
| Tiedemann Advisors, LLC | 13,749 | $1.37M | 0.06% | +41+0.3% | Added |
| Spirit of America Management Corp | 13,700 | $1.35M | 0.30% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,591 | $1.34M | 0.06% | +841+6.6% | Added |
| Loudon Investment Management, LLC | 13,459 | $1.33M | 0.92% | 00.0% | Unchanged |
| PGGM Investments | 13,460 | $1.33M | 0.02% | +1,245+10.2% | Added |
| Mirabella Financial Services LLP | 13,448 | $1.33M | 0.28% | +9,868+275.6% | Added |
| Truist Financial Corp | 13,374 | $1.32M | 0.00% | −8,369−38.5% | Reduced |
| Balyasny Asset Management LLC | 13,335 | $1.32M | 0.00% | −234,264−94.6% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 13,282 | $1.31M | 0.30% | +476+3.7% | Added |
| TD Asset Management Inc | 13,276 | $1.31M | 0.00% | +204+1.6% | Added |
| Handelsbanken Fonder AB | 13,000 | $1.28M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,471 | $1.23M | 0.05% | 00.0% | Unchanged |
| ING Groep NV | 12,442 | $1.23M | 0.01% | +15+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,436 | $1.23M | 0.00% | −1,203−8.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,412 | $1.23M | 0.01% | +58+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 12,409 | $1.23M | 0.05% | +1,525+14.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,747 | $1.16M | 0.02% | +998+9.3% | Added |
| Azimuth Capital Investment Management LLC | 11,655 | $1.15M | 0.06% | +640+5.8% | Added |
| Xponance, Inc. | 11,029 | $1.09M | 0.02% | +574+5.5% | Added |
| CWM Advisors, LLC | 10,978 | $1.08M | 0.14% | +8+0.1% | Added |
| SG Americas Securities, LLC | 10,891 | $1.08M | 0.01% | +2,067+23.4% | Added |
| Sigma Planning Corp | 10,757 | $1.06M | 0.04% | −25,592−70.4% | Reduced |
| CIBC Asset Management Inc | 10,750 | $1.06M | 0.00% | +365+3.5% | Added |
| Nomura Holdings Inc | 10,571 | $1.04M | 0.01% | +580+5.8% | Added |
| Mutual of America Capital Management LLC | 10,475 | $1.04M | 0.01% | +38+0.4% | Added |
| New York Life Investment Management LLC | 10,445 | $1.03M | 0.01% | +50+0.5% | Added |
| M&T Bank Corp | 10,057 | $994.4K | 0.00% | +327+3.4% | Added |
| Pearl River Capital, LLC | 10,023 | $990.6K | 0.16% | +2,751+37.8% | Added |
| Heitman Real Estate Securities LLC | 10,007 | $989.0K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,906 | $979.0K | 0.00% | −732−6.9% | Reduced |
| Public Employees Retirement Association of Colorado | 9,412 | $930.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 9,374 | $926.4K | 0.04% | −895−8.7% | Reduced |
| Holocene Advisors, LP | 9,367 | $925.7K | 0.00% | −10,398−52.6% | Reduced |
| Financial Advocates Investment Management | 9,329 | $922.0K | 0.07% | +67+0.7% | Added |
| MQS Management LLC | 9,293 | $918.4K | 0.59% | +964+11.6% | Added |
| Franklin Resources Inc | 9,278 | $916.9K | 0.00% | −442−4.5% | Reduced |
| NewEdge Wealth, LLC | 8,923 | $881.8K | 0.03% | +146+1.7% | Added |