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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 8,881 | $877.7K | 0.00% | −2,274−20.4% | Reduced |
| Ossiam | 8,845 | $874.2K | 0.02% | +5,743+185.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,781 | $867.8K | 0.00% | −1,535−14.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,632 | $853.0K | 0.03% | +6,452+296.0% | Added |
| Czech National Bank | 8,626 | $852.5K | 0.02% | +68+0.8% | Added |
| FourThought Financial Partners, LLC | 8,586 | $848.6K | 0.12% | −261−3.0% | Reduced |
| Norinchukin Bank, The | 8,340 | $824.2K | 0.02% | +808+10.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,229 | $813.0K | 0.09% | −250−2.9% | Reduced |
| Cetera Advisor Networks LLC | 8,211 | $811.5K | 0.01% | −110−1.3% | Reduced |
| Nissay Asset Management Corp | 8,038 | $794.4K | 0.01% | +170+2.2% | Added |
| Public Sector Pension Investment Board | 8,034 | $794.0K | 0.01% | −1,000−11.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $779.3K | 0.06% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 7,817 | $772.6K | 0.15% | +7,817 | New |
| Rafferty Asset Management, LLC | 7,689 | $759.9K | 0.01% | +1,027+15.4% | Added |
| Fort Point Capital Partners LLC | 7,684 | $759.4K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 7,619 | $750.0K | 0.00% | +754+11.0% | Added |
| PFG Investments, LLC | 7,569 | $748.0K | 0.15% | +7,569 | New |
| First National Trust Co | 7,424 | $733.7K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $724.9K | 0.53% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,079 | $699.6K | 0.00% | +27+0.4% | Added |
| Point72 Middle East FZE | 6,666 | $658.8K | 0.04% | +3,745+128.2% | Added |
| Commonwealth Equity Services, LLC | 6,546 | $646.0K | 0.00% | +57+0.9% | Added |
| Jump Financial, LLC | 6,312 | $623.8K | 0.03% | +3,231+104.9% | Added |
| Teachers Retirement System of the State of Kentucky | 6,293 | $622.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,223 | $615.0K | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,146 | $607.4K | 0.02% | +755+14.0% | Added |
| Quantinno Capital Management LP | 6,086 | $602.0K | 0.04% | +1,558+34.4% | Added |
| Securian Asset Management, Inc | 5,964 | $589.4K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,789 | $572.0K | 0.02% | +64+1.1% | Added |
| Oregon Public Employees Retirement Fund | 5,644 | $557.8K | 0.01% | +57+1.0% | Added |
| Metropolitan Life Insurance Co | 5,532 | $546.7K | 0.03% | −956−14.7% | Reduced |
| Westwood Holdings Group Inc. | 5,500 | $544.0K | 0.00% | −1,520−21.7% | Reduced |
| Lockheed Martin Investment Management Co | 5,465 | $540.1K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 5,406 | $534.3K | 0.00% | +308+6.0% | Added |
| Rodgers Brothers Inc. | 5,325 | $526.3K | 0.10% | −900−14.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,307 | $525.0K | 0.00% | +267+5.3% | Added |
| Montgomery Investment Management Inc | 5,280 | $521.8K | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,247 | $518.6K | 0.00% | −137,238−96.3% | Reduced |
| Cetera Investment Advisers | 5,099 | $503.9K | 0.00% | +744+17.1% | Added |
| United Capital Financial Advisers, LLC | 5,002 | $494.4K | 0.00% | −2,479−33.1% | Reduced |
| Wealthspire Advisors, LLC | 4,858 | $480.8K | 0.01% | −124−2.5% | Reduced |
| Louisiana State Employees Retirement System | 4,800 | $474.4K | 0.01% | +100+2.1% | Added |
| Fifth Third Bancorp | 4,700 | $464.5K | 0.00% | −48−1.0% | Reduced |
| Gotham Asset Management, LLC | 4,684 | $462.9K | 0.01% | −4,204−47.3% | Reduced |
| Belpointe Asset Management LLC | 4,596 | $454.2K | 0.02% | +804+21.2% | Added |
| JB Capital LLC | 4,513 | $446.1K | 0.04% | +211+4.9% | Added |
| Wealth Alliance Advisory Group, LLC | 4,506 | $445.3K | 0.17% | +2,085+86.1% | Added |
| BLB&B Advisors, LLC | 4,485 | $443.3K | 0.03% | +33+0.7% | Added |
| Everence Capital Management Inc | 4,450 | $440.0K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,437 | $438.5K | 0.00% | +4,269+2,541.1% | Added |
| Northwest & Ethical Investments L.P. | 4,379 | $432.8K | 0.01% | −210−4.6% | Reduced |
| Prospera Financial Services Inc | 4,368 | $431.6K | 0.02% | +292+7.2% | Added |
| NovaPoint Capital, LLC | 4,357 | $430.6K | 0.18% | −89−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,342 | $430.0K | 0.01% | +1,632+60.2% | Added |
| JustInvest LLC | 4,317 | $426.7K | 0.01% | +612+16.5% | Added |
| Walleye Trading LLC | 4,290 | $424.0K | 0.02% | +3,579+503.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,142 | $409.4K | 0.00% | +192+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 3,956 | $391.0K | 0.04% | −850−17.7% | Reduced |
| Neuberger Berman Group LLC | 3,767 | $372.3K | 0.00% | +97+2.6% | Added |
| Fortis Capital Advisors, LLC | 3,750 | $370.6K | 0.20% | +750+25.0% | Added |
| Monetary Management Group Inc | 3,750 | $370.6K | 0.11% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,689 | $364.6K | 0.00% | −4,104−52.7% | Reduced |
| DoubleLine ETF Adviser LP | 3,682 | $363.9K | 0.16% | +440+13.6% | Added |
| Great Lakes Advisors, LLC | 3,621 | $357.9K | 0.00% | −60−1.6% | Reduced |
| Equitable Holdings, Inc. | 3,596 | $355.4K | 0.01% | +3,596 | New |
| Wolverine Trading, LLC | 3,715 | $355.0K | 0.01% | −327,520−98.9% | Reduced |
| Bank of Nova Scotia | 3,548 | $350.6K | 0.00% | −221−5.9% | Reduced |
| Csenge Advisory Group | 3,531 | $349.0K | 0.03% | −172−4.6% | Reduced |
| Kula Investments, LLC | 3,490 | $344.9K | 0.09% | +3,490 | New |
| Gsa Capital Partners LLP | 3,464 | $342.0K | 0.03% | +3,464 | New |
| Creative Planning | 3,457 | $341.7K | 0.00% | −1,476−29.9% | Reduced |
| Sandy Spring Bank | 3,404 | $336.4K | 0.02% | +7+0.2% | Added |
| New Mexico Educational Retirement Board | 3,350 | $331.0K | 0.02% | −100−2.9% | Reduced |
| Captrust Financial Advisors | 3,281 | $324.3K | 0.00% | +531+19.3% | Added |
| Morningstar Investment Management LLC | 3,265 | $323.0K | 0.05% | +379+13.1% | Added |
| CI Private Wealth, LLC | 3,223 | $318.5K | 0.00% | +3,223 | New |
| Northwestern Mutual Wealth Management Co | 3,182 | $314.5K | 0.00% | +395+14.2% | Added |
| Larson Financial Group LLC | 3,177 | $314.0K | 0.03% | −2−0.1% | Reduced |
| KCM Investment Advisors LLC | 3,138 | $310.1K | 0.01% | +7+0.2% | Added |
| Aviva PLC | 3,136 | $309.9K | 0.00% | −7,930−71.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,125 | $308.8K | 0.01% | +3,125 | New |
| 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 |
| Fiduciary Group LLC | 3,089 | $305.3K | 0.04% | +14+0.5% | Added |
| Stevens Capital Management LP | 3,081 | $304.0K | 0.08% | +3,081 | New |
| DuPont Capital Management Corp | 2,936 | $290.2K | 0.01% | +2,067+237.9% | Added |
| PEAK6 Investments LLC | 2,935 | $290.1K | 0.02% | +230+8.5% | Added |
| Squarepoint Ops LLC | 2,900 | $286.6K | 0.00% | +2,900 | New |
| Harvest Portfolios Group Inc. | 2,884 | $285.0K | 0.01% | +783+37.3% | Added |
| Engineers Gate Manager LP | 2,871 | $283.7K | 0.01% | +2,871 | New |
| Quantamental Technologies LLC | 2,834 | $280.1K | 0.15% | −3,930−58.1% | Reduced |
| AE Wealth Management LLC | 2,770 | $273.7K | 0.00% | −256−8.5% | Reduced |
| RB Capital Management, LLC | 2,710 | $267.8K | 0.09% | +23+0.9% | Added |
| Strategy Asset Managers LLC | 2,632 | $260.1K | 0.06% | −134−4.8% | Reduced |
| Revisor Wealth Management LLC | 2,627 | $259.6K | 0.24% | +2,627 | New |
| Kapitalo Investimentos Ltda | 2,615 | $258.4K | 0.09% | +2,615 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,605 | $257.0K | 0.02% | −5−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 2,586 | $255.6K | 0.16% | 00.0% | Unchanged |
| Keybank National Association | 2,541 | $251.1K | 0.00% | +7+0.3% | Added |
| Panagora Asset Management Inc | 2,532 | $250.2K | 0.00% | −5,015−66.5% | Reduced |