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 |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | +5+83.3% | Added |
| Tradewinds Capital Management, LLC | 3 | $272 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $453 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $544 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $726 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $816 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Baker Avenue Asset Management, LP | 12 | $1.09K | 0.00% | +7+140.0% | Added |
| Kozak & Associates, Inc. | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.46K | 0.00% | −12−42.9% | Reduced |
| First Horizon Advisors, Inc. | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 19 | $1.72K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $2.00K | 0.00% | +17+283.3% | Added |
| Lindbrook Capital, LLC | 28 | $2.54K | 0.00% | +5+21.7% | Added |
| Zions Bancorporation, N.A. | 33 | $2.99K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 34 | $3.08K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 34 | $3.08K | 0.00% | +34 | New |
| Private Trust Co NA | 45 | $4.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.44K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 58 | $5.26K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 61 | $5.53K | 0.00% | +1+1.7% | Added |
| Manchester Capital Management LLC | 65 | $5.89K | 0.00% | +1+1.6% | Added |
| Bell Investment Advisors, Inc | 66 | $5.98K | 0.00% | −6−8.3% | Reduced |
| Assetmark, Inc | 67 | $6.07K | 0.00% | +67 | New |
| Spire Wealth Management | 69 | $6.25K | 0.00% | +6+9.5% | Added |
| Venturi Wealth Management, LLC | 72 | $6.53K | 0.00% | +69+2,300.0% | Added |
| GW&K Investment Management, LLC | 79 | $7.00K | 0.00% | +52+192.6% | Added |
| Massmutual Trust Co FSB | 88 | $7.97K | 0.00% | −12−12.0% | Reduced |
| MV Capital Management, Inc. | 93 | $8.43K | 0.00% | +4+4.5% | Added |
| Tfo-TDC, LLC | 88 | $8.52K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $9.00K | 0.00% | +15+16.3% | Added |
| Brown Brothers Harriman & Co | 100 | $9.06K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $9.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 105 | $10.0K | 0.00% | +5+5.0% | Added |
| SJS Investment Consulting Inc. | 114 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 127 | $11.5K | 0.00% | −23−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 127 | $11.5K | 0.00% | −19−13.0% | Reduced |
| Quent Capital, LLC | 132 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 164 | $14.0K | 0.00% | +164 | New |
| AdvisorNet Financial, Inc | 165 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 172 | $15.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $18.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 206 | $18.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 218 | $19.8K | 0.00% | −28−11.4% | Reduced |
| Montag A & Associates Inc | 240 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 245 | $22.2K | 0.00% | +3+1.2% | Added |
| Highlander Capital Management, LLC | 250 | $23.0K | 0.01% | +250 | New |
| Anchor Investment Management, LLC | 270 | $24.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $24.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 270 | $24.5K | 0.01% | +99+57.9% | Added |
| National Bank of Canada | 288 | $25.5K | 0.00% | −2−0.7% | Reduced |
| Simplex Trading, LLC | 317 | $28.0K | 0.00% | +317 | New |
| Toth Financial Advisory Corp | 320 | $29.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 342 | $31.0K | 0.00% | +17+5.2% | Added |
| Huntington National Bank | 349 | $31.7K | 0.00% | −24−6.4% | Reduced |
| Point72 Asset Management, L.P. | 359 | $32.5K | 0.00% | −29,041−98.8% | Reduced |
| Farther Finance Advisors, LLC | 364 | $33.0K | 0.01% | −20−5.2% | Reduced |
| Penserra Capital Management LLC | 405 | $36.0K | 0.00% | −67−14.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 409 | $37.0K | 0.00% | −710−63.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 414 | $37.5K | 0.01% | +5+1.2% | Added |
| Parkside Financial Bank & Trust | 421 | $38.2K | 0.01% | +154+57.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 425 | $38.5K | 0.00% | −10−2.3% | Reduced |
| Larson Financial Group LLC | 427 | $38.7K | 0.00% | −2,802−86.8% | Reduced |
| Sentry Investment Management LLC | 425 | $39.0K | 0.02% | −57−11.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 477 | $43.0K | 0.00% | −207−30.3% | Reduced |
| Northwest Investment Counselors, LLC | 500 | $45.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $45.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $45.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 525 | $47.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 650 | $59.6K | 0.00% | −150−18.8% | Reduced |
| Bartlett & Co. LLC | 650 | $60.0K | 0.00% | −150−18.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 665 | $60.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 671 | $60.8K | 0.00% | +52+8.4% | Added |
| Bessemer Group Inc | 666 | $61.0K | 0.00% | +1+0.2% | Added |
| Credit Agricole S A | 690 | $62.5K | 0.00% | +690 | New |
| Quadrant Capital Group LLC | 708 | $64.2K | 0.01% | −7−1.0% | Reduced |
| Global Retirement Partners, LLC | 734 | $64.4K | 0.00% | −25−3.3% | Reduced |
| Ci Investments Inc. | 780 | $71.0K | 0.00% | +5+0.6% | Added |
| Elequin Capital LP | 807 | $73.1K | 0.01% | −5,344−86.9% | Reduced |
| Creative Financial Designs Inc | 953 | $86.4K | 0.01% | +953 | New |
| Whittier Trust Co | 1,000 | $90.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,006 | $91.0K | 0.00% | +127+14.4% | Added |
| CWM, LLC | 1,053 | $95.0K | 0.00% | +137+15.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,061 | $96.2K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,150 | $104.2K | 0.08% | −8−0.7% | Reduced |
| KBC Group NV | 1,169 | $106.0K | 0.00% | +1,169 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $108.1K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,211 | $109.8K | 0.00% | +8+0.7% | Added |
| Horizon Investments, LLC | 1,298 | $117.6K | 0.00% | +14+1.1% | Added |
| Trust Co of Vermont | 1,300 | $117.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,615 | $146.4K | 0.02% | +12+0.7% | Added |
| Federated Hermes, Inc. | 1,654 | $149.9K | 0.00% | +751+83.2% | Added |