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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 27,370 | $2.65M | 0.00% | +5,911+27.5% | Added |
| Voya Investment Management LLC | 27,482 | $2.66M | 0.00% | +623+2.3% | Added |
| Vert Asset Management LLC | 29,273 | $2.83M | 1.45% | +3,434+13.3% | Added |
| Point72 Asset Management, L.P. | 29,400 | $2.85M | 0.01% | −18,192−38.2% | Reduced |
| Holocene Advisors, LP | 30,867 | $2.99M | 0.01% | +21,500+229.5% | Added |
| Kinloch Capital, LLC | 30,983 | $3.00M | 1.79% | −643−2.0% | Reduced |
| GSI Capital Advisors LLC | 33,512 | $3.24M | 1.98% | −694−2.0% | Reduced |
| HighTower Advisors, LLC | 33,517 | $3.25M | 0.01% | +16,374+95.5% | Added |
| Bank of Montreal | 34,626 | $3.37M | 0.00% | −2,336−6.3% | Reduced |
| Treasurer of the State of North Carolina | 36,397 | $3.52M | 0.02% | +170+0.5% | Added |
| The PNC Financial Services Group, Inc. | 36,439 | $3.53M | 0.00% | −40.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,112 | $3.59M | 0.01% | −28,969−43.8% | Reduced |
| Standard Life Aberdeen plc | 38,282 | $3.70M | 0.01% | +3,998+11.7% | Added |
| Renaissance Technologies LLC | 39,300 | $3.80M | 0.01% | −70,300−64.1% | Reduced |
| Centersquare Investment Management LLC | 39,543 | $3.83M | 0.04% | −509−1.3% | Reduced |
| Janus Henderson Group PLC | 39,556 | $3.83M | 0.00% | −41−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,215 | $3.99M | 0.02% | +5,334+14.9% | Added |
| Xcel Wealth Management, LLC | 42,087 | $4.07M | 1.29% | +1,610+4.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 42,930 | $4.15M | 0.02% | −429−1.0% | Reduced |
| Royal London Asset Management Ltd | 43,380 | $4.20M | 0.01% | +7,523+21.0% | Added |
| Teacher Retirement System of Texas | 43,455 | $4.21M | 0.03% | −1,775−3.9% | Reduced |
| FMR LLC | 45,920 | $4.44M | 0.00% | +13,876+43.3% | Added |
| State of Alaska, Department of Revenue | 47,267 | $4.57M | 0.05% | −4,633−8.9% | Reduced |
| LPL Financial LLC | 47,290 | $4.58M | 0.00% | −996−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 47,473 | $4.59M | 0.03% | −4,032−7.8% | Reduced |
| Employees Retirement System of Texas | 48,000 | $4.64M | 0.06% | −12,000−20.0% | Reduced |
| Envestnet Asset Management Inc | 49,821 | $4.82M | 0.00% | +11,500+30.0% | Added |
| Advisor Group Holdings, Inc. | 50,389 | $4.89M | 0.01% | +10,578+26.6% | Added |
| AQR Capital Management LLC | 51,047 | $4.94M | 0.01% | +20,517+67.2% | Added |
| Manufacturers Life Insurance Company, The | 52,179 | $5.05M | 0.00% | −1,027−1.9% | Reduced |
| Davis Selected Advisers | 52,500 | $5.08M | 0.03% | +1,130+2.2% | Added |
| Cbre Clarion Securities LLC | 54,929 | $5.32M | 0.10% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 55,400 | $5.36M | 0.05% | −2,300−4.0% | Reduced |
| Mattern Capital Management, LLC | 58,823 | $5.69M | 0.92% | +2,613+4.6% | Added |
| Retirement Systems of Alabama | 61,295 | $5.93M | 0.03% | −4,833−7.3% | Reduced |
| State of Wisconsin Investment Board | 61,992 | $6.00M | 0.02% | −1,007−1.6% | Reduced |
| Stifel Financial Corp | 62,185 | $6.02M | 0.01% | +6,272+11.2% | Added |
| Janney Capital Management LLC | 68,685 | $6.65M | 0.46% | +111+0.2% | Added |
| Lincluden Management Ltd | 71,736 | $6.94M | 0.80% | +11,799+19.7% | Added |
| STRS Ohio | 76,581 | $7.41M | 0.03% | −224,314−74.5% | Reduced |
| Yousif Capital Management, LLC | 76,625 | $7.42M | 0.09% | +1,515+2.0% | Added |
| New York State Teachers Retirement System | 81,935 | $7.93M | 0.02% | −929−1.1% | Reduced |
| Guggenheim Capital LLC | 83,389 | $8.07M | 0.06% | −20,314−19.6% | Reduced |
| Susquehanna International Group, LLP | 83,492 | $8.08M | 0.01% | +44,239+112.7% | Added |
| Fisher Asset Management, LLC | 83,905 | $8.12M | 0.00% | −681−0.8% | Reduced |
| RMB Capital Management, LLC | 91,166 | $8.82M | 0.29% | +12,383+15.7% | Added |
| California State Teachers Retirement System | 92,048 | $8.91M | 0.01% | −2,211−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 92,280 | $8.93M | 0.03% | +10,000+12.2% | Added |
| Citigroup Inc | 93,207 | $9.02M | 0.01% | −16,930−15.4% | Reduced |
| New York State Common Retirement Fund | 99,157 | $9.60M | 0.01% | −3,248−3.2% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $9.68M | 0.88% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 100,088 | $9.69M | 0.04% | +19,353+24.0% | Added |
| State Board of Administration of Florida Retirement System | 101,657 | $9.84M | 0.02% | +15,135+17.5% | Added |
| Robeco Institutional Asset Management B.V. | 105,000 | $10.2M | 0.03% | +10,000+10.5% | Added |
| Los Angeles Capital Management LLC | 107,048 | $10.4M | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 110,723 | $10.7M | 0.03% | +97,388+730.3% | Added |
| Amundi | 112,599 | $11.0M | 0.01% | +36,652+48.3% | Added |
| Principal Financial Group Inc | 113,277 | $11.0M | 0.01% | −5,622−4.7% | Reduced |
| Janney Montgomery Scott LLC | 113,561 | $11.0M | 0.04% | +6,614+6.2% | Added |
| Prudential Financial Inc | 113,346 | $11.0M | 0.02% | −26,847−19.2% | Reduced |
| Bank of America Corp | 115,678 | $11.2M | 0.00% | −223,685−65.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 118,932 | $11.5M | 0.05% | +9,809+9.0% | Added |
| Asset Management One Co.,Ltd. | 121,147 | $11.7M | 0.05% | +5,909+5.1% | Added |
| CBOE Vest Financial, LLC | 122,498 | $11.7M | 1.09% | +30,677+33.4% | Added |
| Russell Investments Group, Ltd. | 122,194 | $11.8M | 0.02% | +210.0% | Added |
| Raymond James & Associates | 125,244 | $12.1M | 0.01% | +7,559+6.4% | Added |
| Alliancebernstein L.P. | 126,371 | $12.2M | 0.00% | −2,661−2.1% | Reduced |
| AXA S.A. | 131,293 | $12.7M | 0.04% | +6,192+4.9% | Added |
| Public Employees Retirement System of Ohio | 135,931 | $13.2M | 0.05% | −2,730−2.0% | Reduced |
| UBS Group AG | 149,271 | $14.4M | 0.01% | +72,450+94.3% | Added |
| California Public Employees Retirement System | 151,058 | $14.6M | 0.01% | −7,115−4.5% | Reduced |
| Ameriprise Financial Inc | 193,964 | $14.6M | 0.00% | −11,582−5.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 152,057 | $14.7M | 0.74% | +3,239+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156,634 | $15.2M | 0.03% | +19,165+13.9% | Added |
| Credit Suisse AG | 158,929 | $15.4M | 0.02% | +11,528+7.8% | Added |
| Swiss National Bank | 159,700 | $15.5M | 0.01% | +1,900+1.2% | Added |
| Masterton Capital Management, LP | 164,646 | $15.9M | 17.33% | +100,500+156.7% | Added |
| Rhumbline Advisers | 165,076 | $16.0M | 0.02% | −13,100−7.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 172,646 | $16.7M | 1.21% | −8,219−4.5% | Reduced |
| Barclays PLC | 175,737 | $17.0M | 0.01% | +125,850+252.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,897 | $17.4M | 0.01% | +28,169+18.6% | Added |
| Deutsche Bank AG | 180,493 | $17.5M | 0.01% | −26,081−12.6% | Reduced |
| RWC Asset Management LLP | 188,720 | $18.3M | 0.88% | +23,127+14.0% | Added |
| Goldman Sachs Group Inc | 206,158 | $19.9M | 0.01% | −149,014−42.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 233,100 | $22.6M | 0.05% | +174,800+299.8% | Added |
| Price T Rowe Associates Inc | 247,936 | $24.0M | 0.00% | +25,701+11.6% | Added |
| PGGM Investments | 258,778 | $25.0M | 0.41% | +245,318+1,822.6% | Added |
| Victory Capital Management Inc | 260,139 | $25.2M | 0.03% | +7,257+2.9% | Added |
| Schroder Investment Management Group | 261,676 | $25.3M | 0.04% | −348−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 292,934 | $28.3M | 0.13% | +58,287+24.8% | Added |
| SEI Investments Co | 322,761 | $31.2M | 0.05% | −49,935−13.4% | Reduced |
| Nuveen Asset Management, LLC | 355,398 | $34.4M | 0.01% | +72,150+25.5% | Added |
| Macquarie Group Ltd | 379,089 | $36.7M | 0.04% | +170,173+81.5% | Added |
| APG Asset Management US Inc. | 486,360 | $47.1M | 0.38% | +54,464+12.6% | Added |
| HSBC Holdings PLC | 496,541 | $48.0M | 0.05% | +38,924+8.5% | Added |
| UBS Asset Management Americas Inc | 567,308 | $56.1M | 0.03% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 634,347 | $61.4M | 0.47% | +634,347 | New |
| Clark Capital Management Group, Inc. | 670,918 | $64.9M | 0.58% | +273,272+68.7% | Added |
| Bank of New York Mellon Corp | 708,347 | $68.5M | 0.01% | −11,828−1.6% | Reduced |
| Northwood Liquid Management LP | 814,402 | $78.8M | 8.05% | −161,286−16.5% | Reduced |