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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 2,530 | $250.0K | 0.25% | +20+0.8% | Added |
| Pathstone Family Office, LLC | 2,423 | $241.7K | 0.00% | −381−13.6% | Reduced |
| Bridgefront Capital, LLC | 2,438 | $240.9K | 0.15% | +2,438 | New |
| Heritage Investors Management Corp | 2,384 | $236.0K | 0.01% | 00.0% | Unchanged |
| Truadvice, LLC | 2,384 | $235.8K | 0.09% | +2,384 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,375 | $234.7K | 0.12% | +2,375 | New |
| Intrua Financial, LLC | 2,561 | $234.1K | 0.05% | −99−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,302 | $227.5K | 0.01% | +12+0.5% | Added |
| Lumature Wealth Partners, LLC | 2,295 | $226.8K | 0.13% | +116+5.3% | Added |
| Quantbot Technologies LP | 2,256 | $223.0K | 0.02% | +2,256 | New |
| Argonautica Private Wealth Management, Inc | 2,237 | $221.1K | 0.11% | +2,237 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,235 | $220.9K | 0.00% | +2,235 | New |
| Cetera Advisors LLC | 2,226 | $220.0K | 0.00% | +29+1.3% | Added |
| Powell Investment Advisors, LLC | 2,183 | $218.1K | 0.12% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 2,200 | $217.4K | 0.15% | +2,200 | New |
| GWM Advisors LLC | 2,194 | $216.8K | 0.00% | +145+7.1% | Added |
| Advisor Partners II, LLC | 2,181 | $215.6K | 0.01% | +2,181 | New |
| Lafayette Investments, Inc. | 2,150 | $212.5K | 0.06% | 00.0% | Unchanged |
| Catalyst Wealth Management, LLC | 2,057 | $203.3K | 0.19% | −473−18.7% | Reduced |
| Vanderbilt University | 2,035 | $201.1K | 0.05% | +2,035 | New |
| Meeder Asset Management Inc | 1,834 | $181.3K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,563 | $154.5K | 0.00% | −67,900−97.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,492 | $147.0K | 0.01% | +352+30.9% | Added |
| CWM, LLC | 1,365 | $135.0K | 0.00% | +525+62.5% | Added |
| Trust Co of Vermont | 1,300 | $128.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,219 | $120.5K | 0.00% | +5+0.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,256 | $120.0K | 0.00% | +607+93.5% | Added |
| IFP Advisors, Inc | 873 | $119.4K | 0.01% | −1,631−65.1% | Reduced |
| Horizon Investments, LLC | 1,202 | $118.8K | 0.00% | +1,202 | New |
| C M Bidwell & Associates Ltd | 1,194 | $118.0K | 0.09% | +1,194 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $117.9K | 0.06% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,181 | $116.7K | 0.06% | +334+39.4% | Added |
| Sunbelt Securities, Inc. | 1,191 | $113.7K | 0.02% | +1,191 | New |
| Whittier Trust Co | 1,000 | $98.8K | 0.00% | −880−46.8% | Reduced |
| Lazard Asset Management LLC | 883 | $87.0K | 0.00% | +195+28.3% | Added |
| Ellevest, Inc. | 876 | $86.6K | 0.01% | −94−9.7% | Reduced |
| Quadrant Capital Group LLC | 829 | $81.9K | 0.01% | +42+5.3% | Added |
| Signaturefd, LLC | 820 | $81.0K | 0.00% | +149+22.2% | Added |
| Ci Investments Inc. | 702 | $69.0K | 0.00% | +56+8.7% | Added |
| Global Retirement Partners, LLC | 715 | $68.7K | 0.00% | +655+1,091.7% | Added |
| Cary Street Partner Investment Advisory LLC | 665 | $65.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 616 | $61.0K | 0.00% | −333−35.1% | Reduced |
| Delta Asset Management LLC | 525 | $51.9K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $49.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $49.4K | 0.00% | +500 | New |
| Capstone Investment Advisors, LLC | 498 | $49.2K | 0.00% | +498 | New |
| Sentry Investment Management LLC | 482 | $48.0K | 0.02% | +482 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 422 | $41.7K | 0.00% | +422 | New |
| Sugarloaf Wealth Management, LLC | 404 | $40.0K | 0.01% | +3+0.7% | Added |
| Farther Finance Advisors, LLC | 390 | $38.5K | 0.01% | −57−12.8% | Reduced |
| EverSource Wealth Advisors, LLC | 390 | $38.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 349 | $34.5K | 0.00% | −9−2.5% | Reduced |
| Toth Financial Advisory Corp | 330 | $32.6K | 0.01% | +10+3.1% | Added |
| Capital Analysts, LLC | 322 | $32.0K | 0.00% | −53−14.1% | Reduced |
| Bartlett & Co. LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 298 | $29.5K | 0.01% | −105−26.1% | Reduced |
| National Bank of Canada | 290 | $28.7K | 0.00% | −3−1.0% | Reduced |
| Anchor Investment Management, LLC | 270 | $26.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $26.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 257 | $25.4K | 0.00% | +29+12.7% | Added |
| Montag A & Associates Inc | 240 | $24.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 242 | $23.9K | 0.00% | −197−44.9% | Reduced |
| Harbour Investments, Inc. | 240 | $23.7K | 0.00% | +3+1.3% | Added |
| Ronald Blue Trust, Inc. | 208 | $22.0K | 0.00% | +183+732.0% | Added |
| PSI Advisors, LLC | 206 | $20.4K | 0.01% | −28−12.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 169 | $16.7K | 0.00% | −14−7.7% | Reduced |
| Massmutual Trust Co FSB | 166 | $16.4K | 0.00% | +119+253.2% | Added |
| AdvisorNet Financial, Inc | 165 | $16.3K | 0.00% | −5−2.9% | Reduced |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $14.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 145 | $14.0K | 0.00% | +72+98.6% | Added |
| Desjardins Global Asset Management Inc. | 146 | $14.0K | 0.00% | +146 | New |
| Tortoise Investment Management, LLC | 139 | $13.7K | 0.00% | −65−31.9% | Reduced |
| Advisory Services Network, LLC | 136 | $13.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 135 | $13.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 127 | $13.0K | 0.01% | −1−0.8% | Reduced |
| State of Wyoming | 128 | $12.7K | 0.00% | −1,957−93.9% | Reduced |
| Picton Mahoney Asset Management | 120 | $12.0K | 0.00% | +120 | New |
| TD Private Client Wealth LLC | 117 | $11.6K | 0.00% | +2+1.7% | Added |
| SJS Investment Consulting Inc. | 114 | $11.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 110 | $10.9K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 109 | $10.7K | 0.00% | +1+0.9% | Added |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $9.88K | 0.00% | −237−70.3% | Reduced |
| Asset Dedication, LLC | 92 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 88 | $8.70K | 0.00% | +86+4,300.0% | Added |
| West Paces Advisors Inc. | 77 | $7.61K | 0.00% | +77 | New |
| Ofi Invest Asset Management | 716,616 | $7.25K | 0.04% | +716,616 | New |
| MV Capital Management, Inc. | 71 | $7.02K | 0.00% | +56+373.3% | Added |
| Manchester Capital Management LLC | 64 | $6.33K | 0.00% | +64 | New |
| Spire Wealth Management | 63 | $6.23K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 60 | $5.89K | 0.00% | +1+1.7% | Added |
| Bell Investment Advisors, Inc | 54 | $5.34K | 0.00% | +10+22.7% | Added |
| Sutton Wealth Advisors Inc. | 52 | $5.14K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 48 | $4.74K | 0.00% | 00.0% | Unchanged |