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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1,000 | $96.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,061 | $102.7K | 0.05% | −120−10.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,119 | $108.0K | 0.00% | −373−25.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,158 | $112.1K | 0.08% | −36−3.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $115.4K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,203 | $116.4K | 0.00% | −16−1.3% | Reduced |
| Horizon Investments, LLC | 1,284 | $124.3K | 0.00% | +82+6.8% | Added |
| Trust Co of Vermont | 1,300 | $125.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,603 | $155.2K | 0.02% | +412+34.6% | Added |
| Old Point Trust & Financial Services N A | 1,616 | $156.4K | 0.07% | +1,616 | New |
| Meeder Asset Management Inc | 1,834 | $177.5K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,070 | $200.3K | 0.01% | −801−27.9% | Reduced |
| Walleye Trading LLC | 2,071 | $200.4K | 0.01% | −2,219−51.7% | Reduced |
| Financial Network Wealth Management LLC | 2,000 | $201.0K | 0.09% | +2,000 | New |
| Sequoia Financial Advisors, LLC | 2,078 | $201.1K | 0.00% | +2,078 | New |
| Lafayette Investments, Inc. | 2,150 | $208.1K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,156 | $208.6K | 0.00% | −1,067−33.1% | Reduced |
| Gsa Capital Partners LLP | 2,168 | $210.0K | 0.02% | −1,296−37.4% | Reduced |
| Powell Investment Advisors, LLC | 2,183 | $213.6K | 0.12% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,247 | $217.4K | 0.00% | +53+2.4% | Added |
| Advisor Partners II, LLC | 2,258 | $218.5K | 0.01% | +77+3.5% | Added |
| Lumature Wealth Partners, LLC | 2,297 | $222.3K | 0.13% | +2+0.1% | Added |
| Truadvice, LLC | 2,168 | $222.8K | 0.08% | −216−9.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,314 | $223.9K | 0.01% | +12+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,362 | $228.7K | 0.00% | +127+5.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,375 | $229.8K | 0.11% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,384 | $231.0K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,388 | $231.0K | 0.10% | +151+6.8% | Added |
| Coppell Advisory Solutions LLC | 2,519 | $242.9K | 0.07% | −700−21.7% | Reduced |
| Keybank National Association | 2,524 | $244.3K | 0.00% | −17−0.7% | Reduced |
| Panagora Asset Management Inc | 2,532 | $245.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,557 | $247.4K | 0.00% | +331+14.9% | Added |
| Smith Shellnut Wilson LLC | 2,566 | $248.3K | 0.14% | −20−0.8% | Reduced |
| Modera Wealth Management, LLC | 2,566 | $248.3K | 0.00% | +2,566 | New |
| Revisor Wealth Management LLC | 2,621 | $253.6K | 0.23% | −6−0.2% | Reduced |
| Kaizen Financial Strategies | 2,555 | $254.7K | 0.22% | +25+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,634 | $255.0K | 0.02% | +29+1.1% | Added |
| Apollon Wealth Management, LLC | 2,664 | $257.8K | 0.01% | +2,664 | New |
| Landscape Capital Management, L.L.C. | 2,743 | $265.4K | 0.03% | +2,743 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,750 | $266.1K | 0.00% | −1,392−33.6% | Reduced |
| Vanderbilt University | 2,756 | $266.7K | 0.07% | +721+35.4% | Added |
| Baird Financial Group, Inc. | 2,765 | $267.6K | 0.00% | +2,765 | New |
| RB Capital Management, LLC | 2,766 | $267.6K | 0.08% | +56+2.1% | Added |
| Strategy Asset Managers LLC | 2,940 | $284.6K | 0.06% | +308+11.7% | Added |
| Principal Street Partners, LLC | 3,049 | $295.1K | 0.07% | +3,049 | New |
| Nomura Holdings Inc | 3,061 | $296.2K | 0.00% | −7,510−71.0% | Reduced |
| Fiduciary Group LLC | 3,075 | $297.6K | 0.04% | −14−0.5% | Reduced |
| Harvest Portfolios Group Inc. | 3,088 | $298.8K | 0.01% | +204+7.1% | Added |
| Aviva PLC | 3,136 | $303.5K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,191 | $308.8K | 0.00% | −498−13.5% | Reduced |
| XTX Topco Ltd | 3,195 | $309.2K | 0.06% | +3,195 | New |
| Larson Financial Group LLC | 3,229 | $312.5K | 0.03% | +52+1.6% | Added |
| KCM Investment Advisors LLC | 3,235 | $313.1K | 0.01% | +97+3.1% | Added |
| Thrivent Financial for Lutherans | 3,257 | $315.0K | 0.00% | −42,435−92.9% | Reduced |
| Morningstar Investment Management LLC | 3,265 | $316.0K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,267 | $316.1K | 0.06% | +706+27.6% | Added |
| MQS Management LLC | 3,398 | $328.8K | 0.22% | −5,895−63.4% | Reduced |
| Sandy Spring Bank | 3,412 | $330.2K | 0.02% | +8+0.2% | Added |
| Belpointe Asset Management LLC | 3,450 | $333.9K | 0.04% | −1,146−24.9% | Reduced |
| Fortis Capital Advisors, LLC | 3,450 | $333.9K | 0.20% | −300−8.0% | Reduced |
| Fifth Third Bancorp | 3,465 | $335.3K | 0.00% | −1,235−26.3% | Reduced |
| Quantamental Technologies LLC | 3,482 | $337.0K | 0.14% | +648+22.9% | Added |
| New Mexico Educational Retirement Board | 3,550 | $344.0K | 0.02% | +200+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,578 | $346.2K | 0.00% | +396+12.4% | Added |
| Equitable Holdings, Inc. | 3,635 | $351.8K | 0.01% | +39+1.1% | Added |
| Ossiam | 3,681 | $356.2K | 0.01% | −5,164−58.4% | Reduced |
| AE Wealth Management LLC | 3,690 | $357.1K | 0.00% | +920+33.2% | Added |
| Monetary Management Group Inc | 3,750 | $362.9K | 0.11% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,892 | $376.6K | 0.00% | +125+3.3% | Added |
| Everence Capital Management Inc | 4,450 | $392.0K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,038 | $392.9K | 0.00% | −10,089−71.4% | Reduced |
| NovaPoint Capital, LLC | 4,392 | $425.0K | 0.16% | +35+0.8% | Added |
| BLB&B Advisors, LLC | 4,452 | $430.8K | 0.03% | −33−0.7% | Reduced |
| Bank of Nova Scotia | 4,459 | $431.6K | 0.00% | +911+25.7% | Added |
| Pacer Advisors, Inc. | 4,469 | $432.5K | 0.00% | +32+0.7% | Added |
| Louisiana State Employees Retirement System | 4,500 | $435.5K | 0.01% | −300−6.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,341 | $438.0K | 0.01% | −10.0% | Reduced |
| Wolverine Trading, LLC | 4,565 | $439.8K | 0.01% | +850+22.9% | Added |
| Northwest & Ethical Investments L.P. | 4,658 | $450.8K | 0.01% | +279+6.4% | Added |
| HRT Financial LP | 4,664 | $451.0K | 0.00% | −16,086−77.5% | Reduced |
| Prospera Financial Services Inc | 4,690 | $453.8K | 0.02% | +322+7.4% | Added |
| Csenge Advisory Group | 4,710 | $455.8K | 0.03% | +1,179+33.4% | Added |
| Wealthspire Advisors, LLC | 4,856 | $470.6K | 0.01% | −20.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,978 | $482.0K | 0.00% | −329−6.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,074 | $491.0K | 0.17% | +568+12.6% | Added |
| JustInvest LLC | 5,115 | $494.9K | 0.02% | +798+18.5% | Added |
| Hartford Investment Management Co | 5,134 | $496.8K | 0.02% | −1,012−16.5% | Reduced |
| JB Capital LLC | 5,237 | $506.7K | 0.04% | +724+16.0% | Added |
| Montgomery Investment Management Inc | 5,280 | $510.9K | 0.17% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,313 | $514.1K | 0.00% | +66+1.3% | Added |
| Metis Global Partners, LLC | 5,313 | $514.1K | 0.03% | +5,313 | New |
| Rodgers Brothers Inc. | 5,325 | $515.3K | 0.09% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,376 | $520.2K | 0.02% | +2,251+72.0% | Added |
| Creative Planning | 5,379 | $520.5K | 0.00% | +1,922+55.6% | Added |
| Metropolitan Life Insurance Co | 5,437 | $526.1K | 0.03% | −95−1.7% | Reduced |
| Westwood Holdings Group Inc. | 5,500 | $532.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,971 | $542.9K | 0.03% | +3,098+354.9% | Added |
| US Bancorp | 5,707 | $552.3K | 0.00% | +301+5.6% | Added |
| Hazelview Securities Inc. | 5,700 | $552.8K | 0.09% | +5,700 | New |
| Oregon Public Employees Retirement Fund | 5,744 | $555.8K | 0.01% | +100+1.8% | Added |