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, Q2 2023
Institutional positions in Federal Realty Investment Trust as of Jun 30, 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
- 416
- −15 vs. Q1 2023
- Shares held
- 78.8M
- +728.8K (+0.9%) vs. Q1 2023
- Total value
- $7.63B
- −$16.8M (−0.2%) vs. Q1 2023
- New holders
- 33
- 176 more added
- Sold out
- 48
- 128 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,758,860 | $1.23B | 0.03% | −141,841−1.1% | Reduced |
| State Street Corp | 9,640,944 | $943.1M | 0.05% | +247,795+2.6% | Added |
| BlackRock Inc. | 8,091,578 | $783.0M | 0.02% | +274,261+3.5% | Added |
| Norges Bank | 7,212,626 | $698.0M | 0.14% | 00.0% | Unchanged |
| Capital Research Global Investors | 5,958,279 | $576.6M | 0.15% | +2930.0% | Added |
| JPMorgan Chase & Co | 4,207,494 | $407.2M | 0.05% | +300,329+7.7% | Added |
| Resolution Capital Ltd | 3,410,917 | $330.1M | 5.44% | +54,307+1.6% | Added |
| Invesco Ltd. | 1,896,222 | $183.5M | 0.05% | +67,393+3.7% | Added |
| ProShare Advisors LLC | 1,777,713 | $172.0M | 0.50% | +207,600+13.2% | Added |
| Geode Capital Management, LLC | 1,760,358 | $170.1M | 0.02% | +42,575+2.5% | Added |
| Dimensional Fund Advisors LP | 1,117,710 | $108.2M | 0.03% | +28,370+2.6% | Added |
| Charles Schwab Investment Management Inc | 1,095,092 | $106.0M | 0.03% | +10,405+1.0% | Added |
| Northern Trust Corp | 1,004,942 | $97.2M | 0.02% | −69,388−6.5% | Reduced |
| Legal & General Group Plc | 944,072 | $91.4M | 0.03% | +27,497+3.0% | Added |
| Morgan Stanley | 906,883 | $87.8M | 0.01% | +137,375+17.9% | Added |
| Wells Fargo & Company | 886,088 | $85.7M | 0.02% | −53,540−5.7% | Reduced |
| Northwood Liquid Management LP | 814,402 | $78.8M | 8.05% | −161,286−16.5% | Reduced |
| Bank of New York Mellon Corp | 708,347 | $68.5M | 0.01% | −11,828−1.6% | Reduced |
| Clark Capital Management Group, Inc. | 670,918 | $64.9M | 0.58% | +273,272+68.7% | Added |
| Alyeska Investment Group, L.P. | 634,347 | $61.4M | 0.47% | +634,347 | New |
| UBS Asset Management Americas Inc | 567,308 | $56.1M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 496,541 | $48.0M | 0.05% | +38,924+8.5% | Added |
| APG Asset Management US Inc. | 486,360 | $47.1M | 0.38% | +54,464+12.6% | Added |
| Macquarie Group Ltd | 379,089 | $36.7M | 0.04% | +170,173+81.5% | Added |
| Nuveen Asset Management, LLC | 355,398 | $34.4M | 0.01% | +72,150+25.5% | Added |
| SEI Investments Co | 322,761 | $31.2M | 0.05% | −49,935−13.4% | Reduced |
| Nomura Asset Management Co Ltd | 292,934 | $28.3M | 0.13% | +58,287+24.8% | Added |
| Schroder Investment Management Group | 261,676 | $25.3M | 0.04% | −348−0.1% | Reduced |
| Victory Capital Management Inc | 260,139 | $25.2M | 0.03% | +7,257+2.9% | Added |
| PGGM Investments | 258,778 | $25.0M | 0.41% | +245,318+1,822.6% | Added |
| Price T Rowe Associates Inc | 247,936 | $24.0M | 0.00% | +25,701+11.6% | Added |
| Adage Capital Partners GP, L.L.C. | 233,100 | $22.6M | 0.05% | +174,800+299.8% | Added |
| Goldman Sachs Group Inc | 206,158 | $19.9M | 0.01% | −149,014−42.0% | Reduced |
| RWC Asset Management LLP | 188,720 | $18.3M | 0.88% | +23,127+14.0% | Added |
| Deutsche Bank AG | 180,493 | $17.5M | 0.01% | −26,081−12.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,897 | $17.4M | 0.01% | +28,169+18.6% | Added |
| Barclays PLC | 175,737 | $17.0M | 0.01% | +125,850+252.3% | Added |
| Uniplan Investment Counsel, Inc. | 172,646 | $16.7M | 1.21% | −8,219−4.5% | Reduced |
| Rhumbline Advisers | 165,076 | $16.0M | 0.02% | −13,100−7.4% | Reduced |
| Masterton Capital Management, LP | 164,646 | $15.9M | 17.33% | +100,500+156.7% | Added |
| Swiss National Bank | 159,700 | $15.5M | 0.01% | +1,900+1.2% | Added |
| Credit Suisse AG | 158,929 | $15.4M | 0.02% | +11,528+7.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156,634 | $15.2M | 0.03% | +19,165+13.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 152,057 | $14.7M | 0.74% | +3,239+2.2% | Added |
| Ameriprise Financial Inc | 193,964 | $14.6M | 0.00% | −11,582−5.6% | Reduced |
| California Public Employees Retirement System | 151,058 | $14.6M | 0.01% | −7,115−4.5% | Reduced |
| UBS Group AG | 149,271 | $14.4M | 0.01% | +72,450+94.3% | Added |
| Public Employees Retirement System of Ohio | 135,931 | $13.2M | 0.05% | −2,730−2.0% | Reduced |
| AXA S.A. | 131,293 | $12.7M | 0.04% | +6,192+4.9% | Added |
| Alliancebernstein L.P. | 126,371 | $12.2M | 0.00% | −2,661−2.1% | Reduced |
| Raymond James & Associates | 125,244 | $12.1M | 0.01% | +7,559+6.4% | Added |
| Russell Investments Group, Ltd. | 122,194 | $11.8M | 0.02% | +210.0% | Added |
| CBOE Vest Financial, LLC | 122,498 | $11.7M | 1.09% | +30,677+33.4% | Added |
| Asset Management One Co.,Ltd. | 121,147 | $11.7M | 0.05% | +5,909+5.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 118,932 | $11.5M | 0.05% | +9,809+9.0% | Added |
| Bank of America Corp | 115,678 | $11.2M | 0.00% | −223,685−65.9% | Reduced |
| Prudential Financial Inc | 113,346 | $11.0M | 0.02% | −26,847−19.2% | Reduced |
| Janney Montgomery Scott LLC | 113,561 | $11.0M | 0.04% | +6,614+6.2% | Added |
| Principal Financial Group Inc | 113,277 | $11.0M | 0.01% | −5,622−4.7% | Reduced |
| Amundi | 112,599 | $11.0M | 0.01% | +36,652+48.3% | Added |
| Balyasny Asset Management LLC | 110,723 | $10.7M | 0.03% | +97,388+730.3% | Added |
| Los Angeles Capital Management LLC | 107,048 | $10.4M | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 105,000 | $10.2M | 0.03% | +10,000+10.5% | Added |
| State Board of Administration of Florida Retirement System | 101,657 | $9.84M | 0.02% | +15,135+17.5% | Added |
| State of Tennessee, Treasury Department | 100,088 | $9.69M | 0.04% | +19,353+24.0% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $9.68M | 0.88% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 99,157 | $9.60M | 0.01% | −3,248−3.2% | Reduced |
| Citigroup Inc | 93,207 | $9.02M | 0.01% | −16,930−15.4% | Reduced |
| State of New Jersey Common Pension Fund D | 92,280 | $8.93M | 0.03% | +10,000+12.2% | Added |
| California State Teachers Retirement System | 92,048 | $8.91M | 0.01% | −2,211−2.3% | Reduced |
| RMB Capital Management, LLC | 91,166 | $8.82M | 0.29% | +12,383+15.7% | Added |
| Fisher Asset Management, LLC | 83,905 | $8.12M | 0.00% | −681−0.8% | Reduced |
| Susquehanna International Group, LLP | 83,492 | $8.08M | 0.01% | +44,239+112.7% | Added |
| Guggenheim Capital LLC | 83,389 | $8.07M | 0.06% | −20,314−19.6% | Reduced |
| New York State Teachers Retirement System | 81,935 | $7.93M | 0.02% | −929−1.1% | Reduced |
| Yousif Capital Management, LLC | 76,625 | $7.42M | 0.09% | +1,515+2.0% | Added |
| STRS Ohio | 76,581 | $7.41M | 0.03% | −224,314−74.5% | Reduced |
| Lincluden Management Ltd | 71,736 | $6.94M | 0.80% | +11,799+19.7% | Added |
| Janney Capital Management LLC | 68,685 | $6.65M | 0.46% | +111+0.2% | Added |
| Stifel Financial Corp | 62,185 | $6.02M | 0.01% | +6,272+11.2% | Added |
| State of Wisconsin Investment Board | 61,992 | $6.00M | 0.02% | −1,007−1.6% | Reduced |
| Retirement Systems of Alabama | 61,295 | $5.93M | 0.03% | −4,833−7.3% | Reduced |
| Mattern Capital Management, LLC | 58,823 | $5.69M | 0.92% | +2,613+4.6% | Added |
| Virginia Retirement Systems Et Al | 55,400 | $5.36M | 0.05% | −2,300−4.0% | Reduced |
| Cbre Clarion Securities LLC | 54,929 | $5.32M | 0.10% | 00.0% | Unchanged |
| Davis Selected Advisers | 52,500 | $5.08M | 0.03% | +1,130+2.2% | Added |
| Manufacturers Life Insurance Company, The | 52,179 | $5.05M | 0.00% | −1,027−1.9% | Reduced |
| AQR Capital Management LLC | 51,047 | $4.94M | 0.01% | +20,517+67.2% | Added |
| Advisor Group Holdings, Inc. | 50,389 | $4.89M | 0.01% | +10,578+26.6% | Added |
| Envestnet Asset Management Inc | 49,821 | $4.82M | 0.00% | +11,500+30.0% | Added |
| Employees Retirement System of Texas | 48,000 | $4.64M | 0.06% | −12,000−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 47,473 | $4.59M | 0.03% | −4,032−7.8% | Reduced |
| LPL Financial LLC | 47,290 | $4.58M | 0.00% | −996−2.1% | Reduced |
| State of Alaska, Department of Revenue | 47,267 | $4.57M | 0.05% | −4,633−8.9% | Reduced |
| FMR LLC | 45,920 | $4.44M | 0.00% | +13,876+43.3% | Added |
| Teacher Retirement System of Texas | 43,455 | $4.21M | 0.03% | −1,775−3.9% | Reduced |
| Royal London Asset Management Ltd | 43,380 | $4.20M | 0.01% | +7,523+21.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 42,930 | $4.15M | 0.02% | −429−1.0% | Reduced |
| Xcel Wealth Management, LLC | 42,087 | $4.07M | 1.29% | +1,610+4.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,215 | $3.99M | 0.02% | +5,334+14.9% | Added |