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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 2,150 | $208.1K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,078 | $201.1K | 0.00% | +2,078 | New |
| Financial Network Wealth Management LLC | 2,000 | $201.0K | 0.09% | +2,000 | New |
| Walleye Trading LLC | 2,071 | $200.4K | 0.01% | −2,219−51.7% | Reduced |
| Engineers Gate Manager LP | 2,070 | $200.3K | 0.01% | −801−27.9% | Reduced |
| Meeder Asset Management Inc | 1,834 | $177.5K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,616 | $156.4K | 0.07% | +1,616 | New |
| Sunbelt Securities, Inc. | 1,603 | $155.2K | 0.02% | +412+34.6% | Added |
| Trust Co of Vermont | 1,300 | $125.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,284 | $124.3K | 0.00% | +82+6.8% | Added |
| Allworth Financial LP | 1,203 | $116.4K | 0.00% | −16−1.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $115.4K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,158 | $112.1K | 0.08% | −36−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,119 | $108.0K | 0.00% | −373−25.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,061 | $102.7K | 0.05% | −120−10.2% | Reduced |
| Whittier Trust Co | 1,000 | $96.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 916 | $89.0K | 0.00% | −449−32.9% | Reduced |
| Federated Hermes, Inc. | 903 | $87.4K | 0.00% | +661+273.1% | Added |
| Lazard Asset Management LLC | 879 | $85.0K | 0.00% | −4−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 800 | $78.3K | 0.00% | +500+166.7% | Added |
| Bartlett & Co. LLC | 800 | $78.0K | 0.00% | +500+166.7% | Added |
| Ci Investments Inc. | 775 | $75.0K | 0.00% | +73+10.4% | Added |
| Global Retirement Partners, LLC | 759 | $73.4K | 0.00% | +44+6.2% | Added |
| Quadrant Capital Group LLC | 715 | $69.2K | 0.01% | −114−13.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 684 | $66.0K | 0.00% | −572−45.5% | Reduced |
| Bessemer Group Inc | 665 | $65.0K | 0.00% | +49+8.0% | Added |
| Cary Street Partner Investment Advisory LLC | 665 | $64.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 619 | $59.9K | 0.00% | −201−24.5% | Reduced |
| Capstone Investment Advisors, LLC | 548 | $53.0K | 0.00% | +50+10.0% | Added |
| Delta Asset Management LLC | 525 | $50.8K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 518 | $50.1K | 0.00% | −2,418−82.4% | Reduced |
| EverSource Wealth Advisors, LLC | 504 | $48.8K | 0.01% | +114+29.2% | Added |
| Northwest Investment Counselors, LLC | 500 | $48.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $48.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 482 | $47.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 472 | $45.0K | 0.00% | +472 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 435 | $42.1K | 0.00% | +13+3.1% | Added |
| Sugarloaf Wealth Management, LLC | 409 | $39.6K | 0.01% | +5+1.2% | Added |
| Farther Finance Advisors, LLC | 384 | $37.2K | 0.01% | −6−1.5% | Reduced |
| Huntington National Bank | 373 | $36.1K | 0.00% | +24+6.9% | Added |
| ORG Partners LLC | 337 | $32.8K | 0.01% | +337 | New |
| Capital Analysts, LLC | 325 | $31.0K | 0.00% | +3+0.9% | Added |
| Toth Financial Advisory Corp | 320 | $31.0K | 0.00% | −10−3.0% | Reduced |
| National Bank of Canada | 290 | $28.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $26.1K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $26.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 267 | $25.8K | 0.01% | −31−10.4% | Reduced |
| Parallel Advisors, LLC | 246 | $23.8K | 0.00% | −11−4.3% | Reduced |
| Montag A & Associates Inc | 240 | $23.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 242 | $23.5K | 0.00% | +2+0.8% | Added |
| PSI Advisors, LLC | 206 | $19.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 203 | $19.6K | 0.01% | +203 | New |
| Newbridge Financial Services Group, Inc. | 200 | $19.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 172 | $16.6K | 0.00% | +3+1.8% | Added |
| State of Wyoming | 171 | $16.5K | 0.00% | +43+33.6% | Added |
| AdvisorNet Financial, Inc | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 150 | $14.5K | 0.00% | +33+28.2% | Added |
| Desjardins Global Asset Management Inc. | 146 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $14.1K | 0.00% | +104+247.6% | Added |
| Tortoise Investment Management, LLC | 139 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 132 | $12.8K | 0.00% | +132 | New |
| SJS Investment Consulting Inc. | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 110 | $10.6K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 110 | $10.6K | 0.00% | +1+0.9% | Added |
| Valley National Advisers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 102 | $9.87K | 0.00% | −2,833−96.5% | 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 |
| Clear Street Markets LLC | 96 | $9.00K | 0.00% | −49−33.8% | Reduced |
| MV Capital Management, Inc. | 89 | $8.61K | 0.00% | +18+25.4% | Added |
| Tfo-TDC, LLC | 88 | $8.52K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 77 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $6.97K | 0.00% | +18+33.3% | Added |
| Manchester Capital Management LLC | 64 | $6.19K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 64 | $6.19K | 0.00% | +64 | New |
| Spire Wealth Management | 63 | $6.10K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 60 | $5.84K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 58 | $5.61K | 0.00% | +6+11.5% | Added |
| Atticus Wealth Management, LLC | 50 | $4.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $4.36K | 0.00% | −3−6.3% | Reduced |
| Earnest Partners LLC | 34 | $3.29K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $3.19K | 0.00% | +9+37.5% | Added |
| GW&K Investment Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| City State Bank | 29 | $3.00K | 0.00% | +29 | New |
| Carolinas Wealth Consulting LLC | 28 | $2.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 23 | $2.23K | 0.00% | −7−23.3% | Reduced |
| Clearview Wealth Advisors LLC | 20 | $1.94K | 0.00% | +1+5.3% | 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 |
| 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 |
| First Horizon Advisors, Inc. | 18 | $1.74K | 0.00% | −17−48.6% | Reduced |
| MCF Advisors LLC | 16 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $1.46K | 0.00% | 00.0% | Unchanged |