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, Q3 2023
Institutional positions in Federal Realty Investment Trust as of Sep 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
- 415
- +3 vs. Q2 2023
- Shares held
- 78.7M
- −66.8K (−0.1%) vs. Q2 2023
- Total value
- $7.14B
- −$492.9M (−6.5%) vs. Q2 2023
- New holders
- 46
- 157 more added
- Sold out
- 43
- 137 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,625,697 | $1.14B | 0.03% | −133,163−1.0% | Reduced |
| BlackRock Inc. | 7,943,357 | $719.9M | 0.02% | −148,221−1.8% | Reduced |
| Norges Bank | 7,212,626 | $653.7M | 0.13% | 00.0% | Unchanged |
| State Street Corp | 6,759,793 | $619.8M | 0.03% | −2,881,151−29.9% | Reduced |
| Capital Research Global Investors | 5,960,304 | $540.2M | 0.15% | +2,0250.0% | Added |
| JPMorgan Chase & Co | 4,717,403 | $427.5M | 0.05% | +509,909+12.1% | Added |
| Resolution Capital Ltd | 2,913,323 | $264.0M | 5.23% | −497,594−14.6% | Reduced |
| Invesco Ltd. | 1,912,936 | $173.4M | 0.05% | +16,714+0.9% | Added |
| Geode Capital Management, LLC | 1,791,341 | $162.2M | 0.02% | +30,983+1.8% | Added |
| ProShare Advisors LLC | 1,765,605 | $160.0M | 0.50% | −12,108−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,120,312 | $101.5M | 0.03% | +2,602+0.2% | Added |
| Charles Schwab Investment Management Inc | 1,114,841 | $101.0M | 0.03% | +19,749+1.8% | Added |
| Northern Trust Corp | 1,024,458 | $92.8M | 0.02% | +19,516+1.9% | Added |
| Morgan Stanley | 978,009 | $88.6M | 0.01% | +71,126+7.8% | Added |
| Alyeska Investment Group, L.P. | 928,139 | $84.1M | 0.58% | +293,792+46.3% | Added |
| Wells Fargo & Company | 908,070 | $82.3M | 0.03% | +21,982+2.5% | Added |
| Legal & General Group Plc | 901,819 | $81.7M | 0.03% | −42,253−4.5% | Reduced |
| Massachusetts Financial Services Co | 886,482 | $80.3M | 0.03% | +886,482 | New |
| Bank of New York Mellon Corp | 707,883 | $64.2M | 0.01% | −464−0.1% | Reduced |
| Northwood Liquid Management LP | 699,127 | $63.4M | 5.69% | −115,275−14.2% | Reduced |
| Clark Capital Management Group, Inc. | 679,975 | $61.6M | 0.62% | +9,057+1.3% | Added |
| UBS Asset Management Americas Inc | 665,270 | $60.3M | 0.03% | +97,962+17.3% | Added |
| PGGM Investments | 600,368 | $54.4M | 0.94% | +341,590+132.0% | Added |
| APG Asset Management US Inc. | 470,232 | $42.6M | 0.38% | −16,128−3.3% | Reduced |
| HSBC Holdings PLC | 468,738 | $42.5M | 0.05% | −27,803−5.6% | Reduced |
| Macquarie Group Ltd | 364,014 | $33.0M | 0.04% | −15,075−4.0% | Reduced |
| Barclays PLC | 354,022 | $32.1M | 0.02% | +178,285+101.4% | Added |
| Adage Capital Partners GP, L.L.C. | 337,900 | $30.6M | 0.07% | +104,800+45.0% | Added |
| Nomura Asset Management Co Ltd | 335,169 | $30.4M | 0.14% | +42,235+14.4% | Added |
| SEI Investments Co | 317,346 | $28.8M | 0.05% | −5,415−1.7% | Reduced |
| Nuveen Asset Management, LLC | 316,191 | $28.7M | 0.01% | −39,207−11.0% | Reduced |
| Goldman Sachs Group Inc | 314,537 | $28.5M | 0.01% | +108,379+52.6% | Added |
| Price T Rowe Associates Inc | 289,786 | $26.3M | 0.00% | +41,850+16.9% | Added |
| Victory Capital Management Inc | 265,299 | $24.0M | 0.03% | +5,160+2.0% | Added |
| Schroder Investment Management Group | 262,967 | $23.8M | 0.04% | +1,291+0.5% | Added |
| CBOE Vest Financial, LLC | 221,176 | $20.0M | 1.10% | +98,678+80.6% | Added |
| Millennium Management LLC | 205,749 | $18.6M | 0.02% | +205,749 | New |
| RWC Asset Management LLP | 195,278 | $17.7M | 1.15% | +6,558+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,896 | $16.3M | 0.01% | −10.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 175,450 | $16.0M | 1.23% | +2,804+1.6% | Added |
| GEM Realty Capital | 171,251 | $15.5M | 2.75% | +171,251 | New |
| Rhumbline Advisers | 163,169 | $14.8M | 0.02% | −1,907−1.2% | Reduced |
| Swiss National Bank | 161,300 | $14.6M | 0.01% | +1,600+1.0% | Added |
| Deutsche Bank AG | 160,937 | $14.6M | 0.01% | −19,556−10.8% | Reduced |
| State of Tennessee, Treasury Department | 159,551 | $14.5M | 0.06% | +59,463+59.4% | Added |
| California Public Employees Retirement System | 159,483 | $14.5M | 0.01% | +8,425+5.6% | Added |
| UBS Group AG | 155,823 | $14.1M | 0.01% | +6,552+4.4% | Added |
| Masterton Capital Management, LP | 153,646 | $13.9M | 14.10% | −11,000−6.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 148,844 | $13.5M | 0.03% | −7,790−5.0% | Reduced |
| Credit Suisse AG | 147,331 | $13.4M | 0.01% | −11,598−7.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 146,596 | $13.3M | 0.62% | −5,461−3.6% | Reduced |
| Bank of America Corp | 143,234 | $13.0M | 0.00% | +27,556+23.8% | Added |
| Ameriprise Financial Inc | 175,957 | $12.8M | 0.00% | −18,007−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 139,018 | $12.6M | 0.06% | +3,087+2.3% | Added |
| FMR LLC | 135,818 | $12.3M | 0.00% | +89,898+195.8% | Added |
| Susquehanna International Group, LLP | 134,634 | $12.2M | 0.02% | +51,142+61.3% | Added |
| Raymond James & Associates | 132,153 | $12.0M | 0.01% | +6,909+5.5% | Added |
| AXA S.A. | 129,195 | $11.7M | 0.04% | −2,098−1.6% | Reduced |
| Alliancebernstein L.P. | 123,006 | $11.1M | 0.00% | −3,365−2.7% | Reduced |
| Russell Investments Group, Ltd. | 122,845 | $11.1M | 0.02% | +651+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 117,432 | $10.6M | 0.05% | −1,500−1.3% | Reduced |
| Janney Montgomery Scott LLC | 116,200 | $10.5M | 0.04% | +2,639+2.3% | Added |
| Asset Management One Co.,Ltd. | 115,134 | $10.4M | 0.05% | −6,013−5.0% | Reduced |
| Royal Bank of Canada | 114,982 | $10.4M | 0.00% | +92,391+409.0% | Added |
| Principal Financial Group Inc | 112,975 | $10.2M | 0.01% | −302−0.3% | Reduced |
| Prudential Financial Inc | 109,252 | $9.90M | 0.02% | −4,094−3.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 105,000 | $9.52M | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 103,988 | $9.42M | 0.04% | −3,060−2.9% | Reduced |
| STRS Ohio | 103,081 | $9.34M | 0.04% | +26,500+34.6% | Added |
| State Board of Administration of Florida Retirement System | 101,817 | $9.23M | 0.02% | +160+0.2% | Added |
| Advisor Group Holdings, Inc. | 100,176 | $9.09M | 0.01% | +49,787+98.8% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $9.06M | 0.86% | 00.0% | Unchanged |
| Amundi | 100,074 | $8.84M | 0.00% | −12,525−11.1% | Reduced |
| State of New Jersey Common Pension Fund D | 92,280 | $8.36M | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 87,365 | $7.92M | 0.01% | −11,792−11.9% | Reduced |
| Guggenheim Capital LLC | 86,132 | $7.81M | 0.07% | +2,743+3.3% | Added |
| Citigroup Inc | 85,703 | $7.77M | 0.01% | −7,504−8.1% | Reduced |
| California State Teachers Retirement System | 83,798 | $7.59M | 0.01% | −8,250−9.0% | Reduced |
| New York State Teachers Retirement System | 81,338 | $7.37M | 0.02% | −597−0.7% | Reduced |
| RMB Capital Management, LLC | 79,136 | $7.17M | 0.25% | −12,030−13.2% | Reduced |
| Yousif Capital Management, LLC | 77,601 | $7.03M | 0.09% | +976+1.3% | Added |
| Fisher Asset Management, LLC | 72,574 | $6.58M | 0.00% | −11,331−13.5% | Reduced |
| Qube Research & Technologies Ltd | 72,251 | $6.55M | 0.02% | +72,251 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 69,159 | $6.27M | 0.02% | +32,047+86.4% | Added |
| Janney Capital Management LLC | 68,555 | $6.21M | 0.48% | −130−0.2% | Reduced |
| Lincluden Management Ltd | 64,861 | $5.88M | 0.71% | −6,875−9.6% | Reduced |
| Stifel Financial Corp | 63,738 | $5.78M | 0.01% | +1,553+2.5% | Added |
| D. E. Shaw & Co., Inc. | 63,679 | $5.77M | 0.01% | +63,679 | New |
| Mattern Capital Management, LLC | 62,448 | $5.66M | 0.92% | +3,625+6.2% | Added |
| Cbre Clarion Securities LLC | 62,257 | $5.64M | 0.11% | +7,328+13.3% | Added |
| Retirement Systems of Alabama | 61,082 | $5.54M | 0.03% | −213−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 56,477 | $5.12M | 0.06% | +56,477 | New |
| Westwood Holdings Group Inc. | 55,500 | $5.03M | 0.05% | +50,000+909.1% | Added |
| AQR Capital Management LLC | 54,208 | $4.91M | 0.01% | +3,161+6.2% | Added |
| Davis Selected Advisers | 54,200 | $4.91M | 0.03% | +1,700+3.2% | Added |
| Envestnet Asset Management Inc | 53,574 | $4.86M | 0.00% | +3,753+7.5% | Added |
| HRT Financial LP | 53,320 | $4.83M | 0.05% | +48,656+1,043.2% | Added |
| State of Wisconsin Investment Board | 52,166 | $4.73M | 0.01% | −9,826−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 48,860 | $4.43M | 0.03% | +1,387+2.9% | Added |
| Manufacturers Life Insurance Company, The | 48,475 | $4.39M | 0.00% | −3,704−7.1% | Reduced |