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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1,834 | $166.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,179 | $197.5K | 0.09% | +1,976+973.4% | Added |
| Powell Investment Advisors, LLC | 2,183 | $200.2K | 0.12% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,249 | $203.8K | 0.00% | +2+0.1% | Added |
| PEAK6 Investments LLC | 2,266 | $205.4K | 0.01% | +2,164+2,121.6% | Added |
| Leonteq Securities AG | 2,269 | $205.6K | 0.02% | +2,269 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,317 | $210.0K | 0.01% | +3+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,340 | $212.1K | 0.17% | +2,340 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,375 | $215.2K | 0.11% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,384 | $216.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,387 | $216.3K | 0.01% | +2,387 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,395 | $217.6K | 0.00% | +33+1.4% | Added |
| Jeppson Wealth Management, LLC | 2,431 | $220.3K | 0.10% | +2,431 | New |
| Advisor Partners II, LLC | 2,460 | $223.0K | 0.01% | +202+8.9% | Added |
| Vestmark Advisory Solutions, Inc. | 2,514 | $227.9K | 0.02% | −10,972−81.4% | Reduced |
| Keybank National Association | 2,527 | $229.0K | 0.00% | +3+0.1% | Added |
| Panagora Asset Management Inc | 2,532 | $229.5K | 0.00% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,566 | $232.6K | 0.14% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,580 | $233.8K | 0.20% | +25+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,583 | $234.1K | 0.02% | −51−1.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,584 | $234.2K | 0.00% | −166−6.0% | Reduced |
| Captrust Financial Advisors | 2,640 | $239.3K | 0.00% | +2,640 | New |
| Modera Wealth Management, LLC | 2,643 | $239.5K | 0.00% | +77+3.0% | Added |
| Cetera Advisors LLC | 2,702 | $244.9K | 0.00% | +145+5.7% | Added |
| RB Capital Management, LLC | 2,781 | $252.0K | 0.08% | +15+0.5% | Added |
| Coppell Advisory Solutions LLC | 2,515 | $254.1K | 0.09% | −4−0.2% | Reduced |
| AE Wealth Management LLC | 2,820 | $255.6K | 0.00% | −870−23.6% | Reduced |
| Intrua Financial, LLC | 2,918 | $264.5K | 0.05% | −349−10.7% | Reduced |
| Harvest Portfolios Group Inc. | 2,944 | $266.8K | 0.01% | −144−4.7% | Reduced |
| Inceptionr LLC | 2,960 | $268.3K | 0.15% | +2,960 | New |
| KCM Investment Advisors LLC | 2,965 | $268.7K | 0.01% | −270−8.3% | Reduced |
| Strategy Asset Managers LLC | 2,977 | $269.8K | 0.07% | +37+1.3% | Added |
| CI Private Wealth, LLC | 3,040 | $275.5K | 0.00% | +884+41.0% | Added |
| First Republic Investment Management, Inc. | 3,056 | $277.0K | 0.00% | −135−4.2% | Reduced |
| Fiduciary Group LLC | 3,075 | $278.7K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,102 | $281.1K | 0.04% | +3,102 | New |
| Revisor Wealth Management LLC | 3,113 | $282.1K | 0.24% | +492+18.8% | Added |
| Aviva PLC | 3,123 | $283.0K | 0.00% | −13−0.4% | Reduced |
| Park Avenue Securities LLC | 3,146 | $285.0K | 0.00% | +3,146 | New |
| Thrivent Financial for Lutherans | 3,218 | $292.0K | 0.00% | −39−1.2% | Reduced |
| Morningstar Investment Management LLC | 3,265 | $296.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,281 | $297.4K | 0.00% | −184−5.3% | Reduced |
| Baird Financial Group, Inc. | 3,318 | $300.7K | 0.00% | +553+20.0% | Added |
| Sandy Spring Bank | 3,421 | $310.0K | 0.02% | +9+0.3% | Added |
| Belpointe Asset Management LLC | 3,450 | $312.7K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,450 | $312.7K | 0.20% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,461 | $313.7K | 0.00% | +3,461 | New |
| Mirabella Financial Services LLP | 3,461 | $313.7K | 0.04% | +3,461 | New |
| Apollon Wealth Management, LLC | 3,484 | $315.8K | 0.02% | +820+30.8% | Added |
| Equitable Holdings, Inc. | 3,486 | $315.9K | 0.00% | −149−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,623 | $328.4K | 0.00% | +45+1.3% | Added |
| Pathstone Family Office, LLC | 3,624 | $330.2K | 0.00% | +3,624 | New |
| Engineers Gate Manager LP | 3,654 | $331.2K | 0.01% | +1,584+76.5% | Added |
| Cerity Partners LLC | 3,668 | $332.6K | 0.00% | +3,668 | New |
| Monetary Management Group Inc | 3,750 | $339.9K | 0.11% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,850 | $349.0K | 0.01% | +300+8.5% | Added |
| CIBC World Markets Corp | 4,050 | $367.1K | 0.00% | −4,553−52.9% | Reduced |
| Jump Financial, LLC | 4,073 | $369.1K | 0.01% | +4,073 | New |
| Neuberger Berman Group LLC | 4,078 | $369.6K | 0.00% | +186+4.8% | Added |
| IFP Advisors, Inc | 4,117 | $373.1K | 0.02% | +146+3.7% | Added |
| Donoghue Forlines LLC | 4,124 | $373.8K | 0.13% | +4,124 | New |
| Everence Capital Management Inc | 4,450 | $403.0K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,452 | $403.5K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,537 | $405.0K | 0.01% | +196+4.5% | Added |
| MQS Management LLC | 4,474 | $405.5K | 0.25% | +1,076+31.7% | Added |
| Louisiana State Employees Retirement System | 4,500 | $407.8K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,529 | $410.5K | 0.01% | −129−2.8% | Reduced |
| JustInvest LLC | 4,541 | $411.6K | 0.01% | −574−11.2% | Reduced |
| Pacer Advisors, Inc. | 4,585 | $415.5K | 0.00% | +116+2.6% | Added |
| Wealth Alliance Advisory Group, LLC | 4,596 | $416.5K | 0.12% | −478−9.4% | Reduced |
| Csenge Advisory Group | 4,639 | $420.4K | 0.03% | −71−1.5% | Reduced |
| Hazelview Securities Inc. | 4,800 | $424.9K | 0.08% | −900−15.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,853 | $440.0K | 0.00% | −125−2.5% | Reduced |
| Bailard, Inc. | 4,894 | $443.5K | 0.01% | +4,894 | New |
| Hartford Investment Management Co | 4,992 | $452.4K | 0.02% | −142−2.8% | Reduced |
| Atom Investors LP | 4,993 | $452.5K | 0.10% | +4,993 | New |
| Bank of Nova Scotia | 5,030 | $455.9K | 0.00% | +571+12.8% | Added |
| Ethic Inc. | 5,058 | $458.4K | 0.02% | −3,625−41.7% | Reduced |
| Securian Asset Management, Inc | 5,195 | $470.8K | 0.01% | −669−11.4% | Reduced |
| NovaPoint Capital, LLC | 5,216 | $472.7K | 0.19% | +824+18.8% | Added |
| Creative Planning | 5,256 | $476.4K | 0.00% | −123−2.3% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $478.5K | 0.16% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,288 | $479.3K | 0.02% | −149−2.7% | Reduced |
| US Bancorp | 5,361 | $485.9K | 0.00% | −346−6.1% | Reduced |
| Wealthspire Advisors, LLC | 5,475 | $497.0K | 0.01% | +619+12.7% | Added |
| Oregon Public Employees Retirement Fund | 5,644 | $511.5K | 0.01% | −100−1.7% | Reduced |
| Kentucky Retirement Systems | 5,785 | $524.3K | 0.02% | −114−1.9% | Reduced |
| Metis Global Partners, LLC | 5,812 | $526.7K | 0.03% | +499+9.4% | Added |
| Rodgers Brothers Inc. | 5,925 | $537.0K | 0.09% | +600+11.3% | Added |
| Commonwealth Equity Services, LLC | 5,976 | $542.0K | 0.00% | −353−5.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,045 | $547.9K | 0.07% | +6,045 | New |
| Prospera Financial Services Inc | 6,091 | $551.9K | 0.02% | +1,401+29.9% | Added |
| Maryland State Retirement & Pension System | 6,223 | $564.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 6,264 | $567.7K | 0.00% | +134+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 6,293 | $570.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,326 | $573.3K | 0.10% | +3,131+98.0% | Added |
| Ofi Invest Asset Management | 6,729 | $576.0K | 0.02% | −446−6.2% | Reduced |
| Great Lakes Advisors, LLC | 6,397 | $579.7K | 0.01% | −417−6.1% | Reduced |
| Lockheed Martin Investment Management Co | 6,065 | $594.7K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,595 | $597.7K | 0.06% | +6,595 | New |