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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 6 | $0 | 0.00% | −202−97.1% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Crewe Advisors LLC | 2 | $194 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3 | $291 | 0.00% | +3 | New |
| First Capital Advisors Group, LLC. | 4 | $387 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $484 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $484 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $581 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $678 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $774 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $775 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9 | $834 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $871 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $1.00K | 0.00% | −113−89.0% | Reduced |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | +6+85.7% | Added |
| Kozak & Associates, Inc. | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.55K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18 | $1.74K | 0.00% | −17−48.6% | Reduced |
| Iron Horse Wealth Management, LLC | 19 | $1.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.84K | 0.00% | +5+35.7% | Added |
| Y.D. More Investments Ltd | 20 | $1.94K | 0.00% | −6−23.1% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.94K | 0.00% | +20 | New |
| Clearview Wealth Advisors LLC | 20 | $1.94K | 0.00% | +1+5.3% | Added |
| Lindbrook Capital, LLC | 23 | $2.23K | 0.00% | −7−23.3% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $2.74K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| City State Bank | 29 | $3.00K | 0.00% | +29 | New |
| Zions Bancorporation, N.A. | 33 | $3.19K | 0.00% | +9+37.5% | Added |
| Earnest Partners LLC | 34 | $3.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $4.36K | 0.00% | −3−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $4.74K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.84K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 58 | $5.61K | 0.00% | +6+11.5% | Added |
| Financial Freedom, LLC | 60 | $5.84K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $6.10K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 64 | $6.19K | 0.00% | +64 | New |
| Manchester Capital Management LLC | 64 | $6.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $6.97K | 0.00% | +18+33.3% | Added |
| West Paces Advisors Inc. | 77 | $7.45K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 88 | $8.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $8.61K | 0.00% | +18+25.4% | Added |
| Clear Street Markets LLC | 96 | $9.00K | 0.00% | −49−33.8% | Reduced |
| Massmutual Trust Co FSB | 100 | $9.68K | 0.00% | −66−39.8% | Reduced |
| Brown Brothers Harriman & Co | 100 | $9.68K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $9.68K | 0.00% | +100 | New |
| PEAK6 Investments LLC | 102 | $9.87K | 0.00% | −2,833−96.5% | Reduced |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 110 | $10.6K | 0.00% | +1+0.9% | Added |
| Register Financial Advisors LLC | 110 | $10.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 132 | $12.8K | 0.00% | +132 | New |
| Tortoise Investment Management, LLC | 139 | $13.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $14.1K | 0.00% | +104+247.6% | Added |
| Desjardins Global Asset Management Inc. | 146 | $14.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 150 | $14.5K | 0.00% | +33+28.2% | Added |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 171 | $16.5K | 0.00% | +43+33.6% | Added |
| Glassman Wealth Services | 172 | $16.6K | 0.00% | +3+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 200 | $19.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 203 | $19.6K | 0.01% | +203 | New |
| PSI Advisors, LLC | 206 | $19.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 242 | $23.5K | 0.00% | +2+0.8% | Added |
| Montag A & Associates Inc | 240 | $23.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 246 | $23.8K | 0.00% | −11−4.3% | Reduced |
| Parkside Financial Bank & Trust | 267 | $25.8K | 0.01% | −31−10.4% | Reduced |
| M&R Capital Management Inc | 270 | $26.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $26.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 290 | $28.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 320 | $31.0K | 0.00% | −10−3.0% | Reduced |
| Capital Analysts, LLC | 325 | $31.0K | 0.00% | +3+0.9% | Added |
| ORG Partners LLC | 337 | $32.8K | 0.01% | +337 | New |
| Huntington National Bank | 373 | $36.1K | 0.00% | +24+6.9% | Added |
| Farther Finance Advisors, LLC | 384 | $37.2K | 0.01% | −6−1.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 409 | $39.6K | 0.01% | +5+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 435 | $42.1K | 0.00% | +13+3.1% | Added |
| Penserra Capital Management LLC | 472 | $45.0K | 0.00% | +472 | New |
| Sentry Investment Management LLC | 482 | $47.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $48.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $48.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $48.8K | 0.01% | +114+29.2% | Added |
| DuPont Capital Management Corp | 518 | $50.1K | 0.00% | −2,418−82.4% | Reduced |
| Delta Asset Management LLC | 525 | $50.8K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 548 | $53.0K | 0.00% | +50+10.0% | Added |
| Signaturefd, LLC | 619 | $59.9K | 0.00% | −201−24.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 665 | $64.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 665 | $65.0K | 0.00% | +49+8.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 684 | $66.0K | 0.00% | −572−45.5% | Reduced |
| Quadrant Capital Group LLC | 715 | $69.2K | 0.01% | −114−13.8% | Reduced |
| Global Retirement Partners, LLC | 759 | $73.4K | 0.00% | +44+6.2% | Added |
| Ci Investments Inc. | 775 | $75.0K | 0.00% | +73+10.4% | Added |
| Bartlett & Co. LLC | 800 | $78.0K | 0.00% | +500+166.7% | Added |
| Bartlett & Co. Wealth Management LLC | 800 | $78.3K | 0.00% | +500+166.7% | Added |
| Lazard Asset Management LLC | 879 | $85.0K | 0.00% | −4−0.5% | Reduced |
| Federated Hermes, Inc. | 903 | $87.4K | 0.00% | +661+273.1% | Added |
| CWM, LLC | 916 | $89.0K | 0.00% | −449−32.9% | Reduced |