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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $1.00K | 0.00% | −113−89.0% | Reduced |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | +6+85.7% | Added |
| Raffa Wealth Management, LLC | 9 | $871 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9 | $834 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $775 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $774 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $678 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $581 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $484 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $484 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 4 | $387 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3 | $291 | 0.00% | +3 | New |
| Crewe Advisors LLC | 2 | $194 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 6 | $0 | 0.00% | −202−97.1% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −387,846−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −197,678−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −94,203−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −87,342−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −49,405−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −49,047−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −38,268−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,552−100.0% | Sold out |
| Hamel Associates, Inc. | 0 | $0 | 0.00% | −22,895−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −22,280−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,091−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,334−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −16,934−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,448−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −12,442−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −11,655−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −9,329−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −6,086−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Grey Street Capital, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions Corp. | – | – | – | – | Not filed |
| Catalyst Wealth Management, LLC | – | – | – | – | Not filed |