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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 6,626 | $600.5K | 0.01% | −4,134−38.4% | Reduced |
| Cetera Investment Advisers | 6,656 | $603.2K | 0.01% | −502−7.0% | Reduced |
| JB Capital LLC | 6,830 | $619.0K | 0.05% | +1,593+30.4% | Added |
| Brown Advisory Inc | 7,225 | $654.8K | 0.00% | +209+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $664.8K | 0.54% | 00.0% | Unchanged |
| First National Trust Co | 7,424 | $672.8K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,684 | $696.4K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,716 | $699.3K | 0.13% | −26−0.3% | Reduced |
| Oak Thistle LLC | 7,745 | $701.9K | 0.21% | +7,745 | New |
| Public Sector Pension Investment Board | 7,837 | $710.3K | 0.01% | +856+12.3% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $714.6K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,071 | $731.5K | 0.03% | −4,400−35.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,155 | $739.0K | 0.09% | −134−1.6% | Reduced |
| Rafferty Asset Management, LLC | 8,200 | $743.2K | 0.00% | +375+4.8% | Added |
| Truist Financial Corp | 8,271 | $749.6K | 0.00% | −2,032−19.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,466 | $767.0K | 0.00% | −946−10.1% | Reduced |
| Nissay Asset Management Corp | 8,774 | $795.2K | 0.01% | +166+1.9% | Added |
| Cetera Advisor Networks LLC | 8,872 | $804.1K | 0.01% | +300+3.5% | Added |
| NewEdge Wealth, LLC | 8,909 | $807.4K | 0.03% | +10.0% | Added |
| First Trust Advisors LP | 9,031 | $818.5K | 0.00% | +106+1.2% | Added |
| ING Groep NV | 9,211 | $834.8K | 0.01% | +9,211 | New |
| FourThought Financial Partners, LLC | 9,616 | $871.5K | 0.12% | −39−0.4% | Reduced |
| Quantinno Capital Management LP | 9,788 | $887.0K | 0.04% | +9,788 | New |
| Graham Capital Management, L.P. | 9,958 | $902.5K | 0.03% | +9,958 | New |
| Mutual of America Capital Management LLC | 10,265 | $930.3K | 0.01% | −283−2.7% | Reduced |
| Pearl River Capital, LLC | 10,298 | $933.3K | 0.15% | −1,734−14.4% | Reduced |
| Independent Advisor Alliance | 10,546 | $955.8K | 0.04% | −1,199−10.2% | Reduced |
| CIBC Asset Management Inc | 10,616 | $962.1K | 0.00% | −33−0.3% | Reduced |
| Sigma Planning Corp | 10,827 | $981.3K | 0.04% | −163−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,878 | $985.9K | 0.00% | −279−2.5% | Reduced |
| M&T Bank Corp | 11,121 | $1.01M | 0.00% | +277+2.6% | Added |
| Rockefeller Capital Management L.P. | 11,249 | $1.02M | 0.00% | −1,575−12.3% | Reduced |
| Xponance, Inc. | 11,323 | $1.03M | 0.01% | +260+2.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,469 | $1.04M | 0.00% | −433−3.6% | Reduced |
| Ossiam | 11,768 | $1.07M | 0.02% | +8,087+219.7% | Added |
| Pictet & Cie (Europe) SA | 11,773 | $1.07M | 0.04% | −205−1.7% | Reduced |
| Verition Fund Management LLC | 12,249 | $1.11M | 0.01% | +12,249 | New |
| SG Americas Securities, LLC | 12,408 | $1.13M | 0.02% | −1,978−13.7% | Reduced |
| Heitman Real Estate Securities LLC | 12,563 | $1.14M | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 12,600 | $1.14M | 0.26% | −200−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,692 | $1.15M | 0.14% | +4,223+49.9% | Added |
| Czech National Bank | 12,823 | $1.16M | 0.02% | +4,139+47.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,826 | $1.16M | 0.02% | +940+7.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,087 | $1.19M | 0.00% | +819+6.7% | Added |
| TD Asset Management Inc | 13,097 | $1.19M | 0.00% | −200−1.5% | Reduced |
| CWM Advisors, LLC | 13,140 | $1.19M | 0.15% | +1,380+11.7% | Added |
| 1832 Asset Management L.P. | 13,400 | $1.21M | 0.00% | +13,400 | New |
| Loudon Investment Management, LLC | 13,559 | $1.23M | 0.85% | +100+0.7% | Added |
| Utah Retirement Systems | 13,870 | $1.26M | 0.02% | +100+0.7% | Added |
| Tiedemann Advisors, LLC | 13,841 | $1.27M | 0.05% | +45+0.3% | Added |
| Storebrand Asset Management AS | 14,209 | $1.29M | 0.01% | −4,252−23.0% | Reduced |
| Chartwell Investment Partners, LLC | 14,305 | $1.30M | 0.05% | −410−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,752 | $1.34M | 0.01% | +1,957+15.3% | Added |
| Lido Advisors, LLC | 15,017 | $1.36M | 0.02% | −1,927−11.4% | Reduced |
| Texas Permanent School Fund | 15,078 | $1.37M | 0.01% | −232−1.5% | Reduced |
| Citadel Advisors LLC | 15,083 | $1.37M | 0.00% | +9,770+183.9% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.40M | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,600 | $1.41M | 0.01% | +100+0.6% | Added |
| MML Investors Services, LLC | 15,673 | $1.42M | 0.01% | −243−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,718 | $1.42M | 0.02% | −440−2.7% | Reduced |
| Algert Global LLC | 16,248 | $1.47M | 0.07% | 00.0% | Unchanged |
| Point72 Middle East FZE | 16,386 | $1.49M | 0.09% | +16,386 | New |
| Franklin Resources Inc | 16,547 | $1.50M | 0.00% | +4,293+35.0% | Added |
| Liberty Mutual Group Asset Management Inc. | 17,419 | $1.58M | 0.44% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 17,565 | $1.59M | 0.40% | −363−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 17,939 | $1.63M | 0.02% | +1,082+6.4% | Added |
| Trillium Asset Management, LLC | 18,152 | $1.65M | 0.05% | +2,749+17.8% | Added |
| MetLife Investment Management | 18,292 | $1.66M | 0.01% | −474−2.5% | Reduced |
| New York Life Investment Management LLC | 18,885 | $1.71M | 0.02% | +4,667+32.8% | Added |
| Holocene Advisors, LP | 19,165 | $1.74M | 0.01% | −11,702−37.9% | Reduced |
| Mackenzie Financial Corp | 20,115 | $1.74M | 0.00% | +16,077+398.1% | Added |
| American International Group, Inc. | 19,477 | $1.77M | 0.01% | −456−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,601 | $1.78M | 0.06% | +12,384+171.6% | Added |
| State of Michigan Retirement System | 20,062 | $1.82M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,190 | $1.83M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,889 | $1.89M | 0.02% | +284+1.4% | Added |
| Colony Group LLC | 21,234 | $1.92M | 0.03% | −94−0.4% | Reduced |
| American Century Companies Inc | 21,509 | $1.95M | 0.00% | +2,075+10.7% | Added |
| Toronto Dominion Bank | 21,761 | $1.97M | 0.00% | −5,609−20.5% | Reduced |
| Blackhawk Capital Partners LLC. | 22,190 | $2.01M | 1.47% | −183−0.8% | Reduced |
| Vident Advisory, LLC | 22,347 | $2.03M | 0.06% | +22,347 | New |
| Peapack Gladstone Financial Corp | 22,564 | $2.04M | 0.04% | +479+2.2% | Added |
| UniSuper Management Pty Ltd | 23,000 | $2.08M | 0.03% | +100+0.4% | Added |
| Intact Investment Management Inc. | 23,400 | $2.12M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 23,722 | $2.15M | 0.01% | +23,722 | New |
| Amalgamated Bank | 24,024 | $2.18M | 0.02% | +661+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,072 | $2.18M | 0.00% | −745−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $2.27M | 0.01% | +25,000 | New |
| Jane Street Group, LLC | 26,415 | $2.39M | 0.00% | +17,268+188.8% | Added |
| Voya Investment Management LLC | 26,816 | $2.43M | 0.00% | −666−2.4% | Reduced |
| Van Eck Associates Corp | 27,035 | $2.45M | 0.01% | +490+1.8% | Added |
| Kempen Capital Management N.V. | 27,200 | $2.47M | 0.05% | +27,200 | New |
| Daiwa Securities Group Inc. | 27,366 | $2.48M | 0.02% | +2,269+9.0% | Added |
| Pictet Asset Management Holding SA | 30,069 | $2.73M | 0.00% | +30,069 | New |
| Vert Asset Management LLC | 30,264 | $2.74M | 1.39% | +991+3.4% | Added |
| Mizuho Markets Americas LLC | 31,091 | $2.82M | 0.11% | +31,091 | New |
| FIL Ltd | 31,411 | $2.85M | 0.00% | +4,300+15.9% | Added |
| HighTower Advisors, LLC | 31,362 | $2.85M | 0.01% | −2,155−6.4% | Reduced |
| Kinloch Capital, LLC | 31,753 | $2.88M | 1.80% | +770+2.5% | Added |
| Standard Life Aberdeen plc | 35,415 | $3.21M | 0.01% | −2,867−7.5% | Reduced |