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, 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 |
|---|---|---|---|---|---|
| First National Trust Co | 7,424 | $718.4K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $709.8K | 0.48% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,217 | $698.4K | 0.02% | −1,415−16.4% | Reduced |
| Ofi Invest Asset Management | 7,175 | $694.3K | 0.03% | −709,441−99.0% | Reduced |
| Cetera Investment Advisers | 7,158 | $692.7K | 0.01% | +2,059+40.4% | Added |
| Brown Advisory Inc | 7,016 | $678.9K | 0.00% | −63−0.9% | Reduced |
| Public Sector Pension Investment Board | 6,981 | $675.6K | 0.00% | −1,053−13.1% | Reduced |
| Great Lakes Advisors, LLC | 6,814 | $659.4K | 0.01% | +3,193+88.2% | Added |
| Commonwealth Equity Services, LLC | 6,329 | $613.0K | 0.00% | −217−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,293 | $609.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,223 | $602.2K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 6,151 | $595.2K | 0.30% | +6,151 | New |
| Mariner, LLC | 6,130 | $593.2K | 0.00% | −1,489−19.5% | Reduced |
| Lockheed Martin Investment Management Co | 6,065 | $586.9K | 0.03% | +600+11.0% | Added |
| Kentucky Retirement Systems | 5,899 | $571.0K | 0.02% | +110+1.9% | Added |
| Securian Asset Management, Inc | 5,864 | $567.5K | 0.01% | −100−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,744 | $555.8K | 0.01% | +100+1.8% | Added |
| Hazelview Securities Inc. | 5,700 | $552.8K | 0.09% | +5,700 | New |
| US Bancorp | 5,707 | $552.3K | 0.00% | +301+5.6% | Added |
| IFP Advisors, Inc | 3,971 | $542.9K | 0.03% | +3,098+354.9% | Added |
| Westwood Holdings Group Inc. | 5,500 | $532.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,437 | $526.1K | 0.03% | −95−1.7% | Reduced |
| Creative Planning | 5,379 | $520.5K | 0.00% | +1,922+55.6% | Added |
| Parallax Volatility Advisers, L.P. | 5,376 | $520.2K | 0.02% | +2,251+72.0% | Added |
| Rodgers Brothers Inc. | 5,325 | $515.3K | 0.09% | 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 |
| Montgomery Investment Management Inc | 5,280 | $510.9K | 0.17% | 00.0% | Unchanged |
| JB Capital LLC | 5,237 | $506.7K | 0.04% | +724+16.0% | Added |
| Hartford Investment Management Co | 5,134 | $496.8K | 0.02% | −1,012−16.5% | Reduced |
| JustInvest LLC | 5,115 | $494.9K | 0.02% | +798+18.5% | Added |
| Wealth Alliance Advisory Group, LLC | 5,074 | $491.0K | 0.17% | +568+12.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,978 | $482.0K | 0.00% | −329−6.2% | Reduced |
| Wealthspire Advisors, LLC | 4,856 | $470.6K | 0.01% | −20.0% | Reduced |
| Csenge Advisory Group | 4,710 | $455.8K | 0.03% | +1,179+33.4% | Added |
| Prospera Financial Services Inc | 4,690 | $453.8K | 0.02% | +322+7.4% | Added |
| HRT Financial LP | 4,664 | $451.0K | 0.00% | −16,086−77.5% | Reduced |
| Northwest & Ethical Investments L.P. | 4,658 | $450.8K | 0.01% | +279+6.4% | Added |
| Wolverine Trading, LLC | 4,565 | $439.8K | 0.01% | +850+22.9% | Added |
| Crossmark Global Holdings, Inc. | 4,341 | $438.0K | 0.01% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 4,500 | $435.5K | 0.01% | −300−6.3% | Reduced |
| Pacer Advisors, Inc. | 4,469 | $432.5K | 0.00% | +32+0.7% | Added |
| Bank of Nova Scotia | 4,459 | $431.6K | 0.00% | +911+25.7% | Added |
| BLB&B Advisors, LLC | 4,452 | $430.8K | 0.03% | −33−0.7% | Reduced |
| NovaPoint Capital, LLC | 4,392 | $425.0K | 0.16% | +35+0.8% | Added |
| Mackenzie Financial Corp | 4,038 | $392.9K | 0.00% | −10,089−71.4% | Reduced |
| Everence Capital Management Inc | 4,450 | $392.0K | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,892 | $376.6K | 0.00% | +125+3.3% | Added |
| Monetary Management Group Inc | 3,750 | $362.9K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,690 | $357.1K | 0.00% | +920+33.2% | Added |
| Ossiam | 3,681 | $356.2K | 0.01% | −5,164−58.4% | Reduced |
| Equitable Holdings, Inc. | 3,635 | $351.8K | 0.01% | +39+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,578 | $346.2K | 0.00% | +396+12.4% | Added |
| New Mexico Educational Retirement Board | 3,550 | $344.0K | 0.02% | +200+6.0% | Added |
| Quantamental Technologies LLC | 3,482 | $337.0K | 0.14% | +648+22.9% | Added |
| Fifth Third Bancorp | 3,465 | $335.3K | 0.00% | −1,235−26.3% | Reduced |
| 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 |
| Sandy Spring Bank | 3,412 | $330.2K | 0.02% | +8+0.2% | Added |
| MQS Management LLC | 3,398 | $328.8K | 0.22% | −5,895−63.4% | Reduced |
| Intrua Financial, LLC | 3,267 | $316.1K | 0.06% | +706+27.6% | Added |
| Morningstar Investment Management LLC | 3,265 | $316.0K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,257 | $315.0K | 0.00% | −42,435−92.9% | Reduced |
| KCM Investment Advisors LLC | 3,235 | $313.1K | 0.01% | +97+3.1% | Added |
| Larson Financial Group LLC | 3,229 | $312.5K | 0.03% | +52+1.6% | Added |
| XTX Topco Ltd | 3,195 | $309.2K | 0.06% | +3,195 | New |
| First Republic Investment Management, Inc. | 3,191 | $308.8K | 0.00% | −498−13.5% | Reduced |
| Aviva PLC | 3,136 | $303.5K | 0.00% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,088 | $298.8K | 0.01% | +204+7.1% | Added |
| Fiduciary Group LLC | 3,075 | $297.6K | 0.04% | −14−0.5% | Reduced |
| Nomura Holdings Inc | 3,061 | $296.2K | 0.00% | −7,510−71.0% | Reduced |
| Principal Street Partners, LLC | 3,049 | $295.1K | 0.07% | +3,049 | New |
| Strategy Asset Managers LLC | 2,940 | $284.6K | 0.06% | +308+11.7% | Added |
| RB Capital Management, LLC | 2,766 | $267.6K | 0.08% | +56+2.1% | Added |
| Baird Financial Group, Inc. | 2,765 | $267.6K | 0.00% | +2,765 | New |
| Vanderbilt University | 2,756 | $266.7K | 0.07% | +721+35.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,750 | $266.1K | 0.00% | −1,392−33.6% | Reduced |
| Landscape Capital Management, L.L.C. | 2,743 | $265.4K | 0.03% | +2,743 | New |
| Apollon Wealth Management, LLC | 2,664 | $257.8K | 0.01% | +2,664 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,634 | $255.0K | 0.02% | +29+1.1% | Added |
| Kaizen Financial Strategies | 2,555 | $254.7K | 0.22% | +25+1.0% | Added |
| Revisor Wealth Management LLC | 2,621 | $253.6K | 0.23% | −6−0.2% | Reduced |
| 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 |
| Cetera Advisors LLC | 2,557 | $247.4K | 0.00% | +331+14.9% | Added |
| Panagora Asset Management Inc | 2,532 | $245.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,524 | $244.3K | 0.00% | −17−0.7% | Reduced |
| Coppell Advisory Solutions LLC | 2,519 | $242.9K | 0.07% | −700−21.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,388 | $231.0K | 0.10% | +151+6.8% | Added |
| Heritage Investors Management Corp | 2,384 | $231.0K | 0.01% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,375 | $229.8K | 0.11% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,362 | $228.7K | 0.00% | +127+5.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,314 | $223.9K | 0.01% | +12+0.5% | Added |
| Truadvice, LLC | 2,168 | $222.8K | 0.08% | −216−9.1% | Reduced |
| Lumature Wealth Partners, LLC | 2,297 | $222.3K | 0.13% | +2+0.1% | Added |
| Advisor Partners II, LLC | 2,258 | $218.5K | 0.01% | +77+3.5% | Added |
| GWM Advisors LLC | 2,247 | $217.4K | 0.00% | +53+2.4% | Added |
| Powell Investment Advisors, LLC | 2,183 | $213.6K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,168 | $210.0K | 0.02% | −1,296−37.4% | Reduced |
| CI Private Wealth, LLC | 2,156 | $208.6K | 0.00% | −1,067−33.1% | Reduced |