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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 36,000 | $3.26M | 0.05% | −12,000−25.0% | Reduced |
| Treasurer of the State of North Carolina | 36,527 | $3.31M | 0.02% | +130+0.4% | Added |
| The PNC Financial Services Group, Inc. | 37,280 | $3.38M | 0.00% | +841+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,402 | $3.57M | 0.02% | −1,813−4.4% | Reduced |
| Janus Henderson Group PLC | 39,557 | $3.59M | 0.00% | +10.0% | Added |
| Centersquare Investment Management LLC | 40,069 | $3.63M | 0.05% | +526+1.3% | Added |
| Bank of Montreal | 36,836 | $3.66M | 0.00% | +2,210+6.4% | Added |
| Xcel Wealth Management, LLC | 41,012 | $3.72M | 1.47% | −1,075−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 42,116 | $3.82M | 0.02% | −814−1.9% | Reduced |
| Virginia Retirement Systems Et Al | 42,800 | $3.88M | 0.04% | −12,600−22.7% | Reduced |
| Teacher Retirement System of Texas | 43,236 | $3.92M | 0.03% | −219−0.5% | Reduced |
| Royal London Asset Management Ltd | 43,925 | $3.98M | 0.01% | +545+1.3% | Added |
| Squarepoint Ops LLC | 46,374 | $4.20M | 0.02% | +37,923+448.7% | Added |
| State of Alaska, Department of Revenue | 47,409 | $4.29M | 0.05% | +142+0.3% | Added |
| LPL Financial LLC | 48,143 | $4.36M | 0.00% | +853+1.8% | Added |
| Manufacturers Life Insurance Company, The | 48,475 | $4.39M | 0.00% | −3,704−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 48,860 | $4.43M | 0.03% | +1,387+2.9% | Added |
| State of Wisconsin Investment Board | 52,166 | $4.73M | 0.01% | −9,826−15.9% | Reduced |
| HRT Financial LP | 53,320 | $4.83M | 0.05% | +48,656+1,043.2% | Added |
| Envestnet Asset Management Inc | 53,574 | $4.86M | 0.00% | +3,753+7.5% | Added |
| Davis Selected Advisers | 54,200 | $4.91M | 0.03% | +1,700+3.2% | Added |
| AQR Capital Management LLC | 54,208 | $4.91M | 0.01% | +3,161+6.2% | Added |
| Westwood Holdings Group Inc. | 55,500 | $5.03M | 0.05% | +50,000+909.1% | Added |
| Cubist Systematic Strategies, LLC | 56,477 | $5.12M | 0.06% | +56,477 | New |
| Retirement Systems of Alabama | 61,082 | $5.54M | 0.03% | −213−0.3% | Reduced |
| Cbre Clarion Securities LLC | 62,257 | $5.64M | 0.11% | +7,328+13.3% | Added |
| Mattern Capital Management, LLC | 62,448 | $5.66M | 0.92% | +3,625+6.2% | Added |
| D. E. Shaw & Co., Inc. | 63,679 | $5.77M | 0.01% | +63,679 | New |
| Stifel Financial Corp | 63,738 | $5.78M | 0.01% | +1,553+2.5% | Added |
| Lincluden Management Ltd | 64,861 | $5.88M | 0.71% | −6,875−9.6% | Reduced |
| Janney Capital Management LLC | 68,555 | $6.21M | 0.48% | −130−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 69,159 | $6.27M | 0.02% | +32,047+86.4% | Added |
| Qube Research & Technologies Ltd | 72,251 | $6.55M | 0.02% | +72,251 | New |
| Fisher Asset Management, LLC | 72,574 | $6.58M | 0.00% | −11,331−13.5% | Reduced |
| Yousif Capital Management, LLC | 77,601 | $7.03M | 0.09% | +976+1.3% | Added |
| RMB Capital Management, LLC | 79,136 | $7.17M | 0.25% | −12,030−13.2% | Reduced |
| New York State Teachers Retirement System | 81,338 | $7.37M | 0.02% | −597−0.7% | Reduced |
| California State Teachers Retirement System | 83,798 | $7.59M | 0.01% | −8,250−9.0% | Reduced |
| Citigroup Inc | 85,703 | $7.77M | 0.01% | −7,504−8.1% | Reduced |
| Guggenheim Capital LLC | 86,132 | $7.81M | 0.07% | +2,743+3.3% | Added |
| New York State Common Retirement Fund | 87,365 | $7.92M | 0.01% | −11,792−11.9% | Reduced |
| State of New Jersey Common Pension Fund D | 92,280 | $8.36M | 0.03% | 00.0% | Unchanged |
| Amundi | 100,074 | $8.84M | 0.00% | −12,525−11.1% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $9.06M | 0.86% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100,176 | $9.09M | 0.01% | +49,787+98.8% | Added |
| State Board of Administration of Florida Retirement System | 101,817 | $9.23M | 0.02% | +160+0.2% | Added |
| STRS Ohio | 103,081 | $9.34M | 0.04% | +26,500+34.6% | Added |
| Los Angeles Capital Management LLC | 103,988 | $9.42M | 0.04% | −3,060−2.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 105,000 | $9.52M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 109,252 | $9.90M | 0.02% | −4,094−3.6% | Reduced |
| Principal Financial Group Inc | 112,975 | $10.2M | 0.01% | −302−0.3% | Reduced |
| Royal Bank of Canada | 114,982 | $10.4M | 0.00% | +92,391+409.0% | Added |
| Asset Management One Co.,Ltd. | 115,134 | $10.4M | 0.05% | −6,013−5.0% | Reduced |
| Janney Montgomery Scott LLC | 116,200 | $10.5M | 0.04% | +2,639+2.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 117,432 | $10.6M | 0.05% | −1,500−1.3% | Reduced |
| Russell Investments Group, Ltd. | 122,845 | $11.1M | 0.02% | +651+0.5% | Added |
| Alliancebernstein L.P. | 123,006 | $11.1M | 0.00% | −3,365−2.7% | Reduced |
| AXA S.A. | 129,195 | $11.7M | 0.04% | −2,098−1.6% | Reduced |
| Raymond James & Associates | 132,153 | $12.0M | 0.01% | +6,909+5.5% | Added |
| Susquehanna International Group, LLP | 134,634 | $12.2M | 0.02% | +51,142+61.3% | Added |
| FMR LLC | 135,818 | $12.3M | 0.00% | +89,898+195.8% | Added |
| Public Employees Retirement System of Ohio | 139,018 | $12.6M | 0.06% | +3,087+2.3% | Added |
| Ameriprise Financial Inc | 175,957 | $12.8M | 0.00% | −18,007−9.3% | Reduced |
| Bank of America Corp | 143,234 | $13.0M | 0.00% | +27,556+23.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 146,596 | $13.3M | 0.62% | −5,461−3.6% | Reduced |
| Credit Suisse AG | 147,331 | $13.4M | 0.01% | −11,598−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 148,844 | $13.5M | 0.03% | −7,790−5.0% | Reduced |
| Masterton Capital Management, LP | 153,646 | $13.9M | 14.10% | −11,000−6.7% | Reduced |
| UBS Group AG | 155,823 | $14.1M | 0.01% | +6,552+4.4% | Added |
| California Public Employees Retirement System | 159,483 | $14.5M | 0.01% | +8,425+5.6% | Added |
| State of Tennessee, Treasury Department | 159,551 | $14.5M | 0.06% | +59,463+59.4% | Added |
| Deutsche Bank AG | 160,937 | $14.6M | 0.01% | −19,556−10.8% | Reduced |
| Swiss National Bank | 161,300 | $14.6M | 0.01% | +1,600+1.0% | Added |
| Rhumbline Advisers | 163,169 | $14.8M | 0.02% | −1,907−1.2% | Reduced |
| GEM Realty Capital | 171,251 | $15.5M | 2.75% | +171,251 | New |
| Uniplan Investment Counsel, Inc. | 175,450 | $16.0M | 1.23% | +2,804+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,896 | $16.3M | 0.01% | −10.0% | Reduced |
| RWC Asset Management LLP | 195,278 | $17.7M | 1.15% | +6,558+3.5% | Added |
| Millennium Management LLC | 205,749 | $18.6M | 0.02% | +205,749 | New |
| CBOE Vest Financial, LLC | 221,176 | $20.0M | 1.10% | +98,678+80.6% | Added |
| Schroder Investment Management Group | 262,967 | $23.8M | 0.04% | +1,291+0.5% | Added |
| Victory Capital Management Inc | 265,299 | $24.0M | 0.03% | +5,160+2.0% | Added |
| Price T Rowe Associates Inc | 289,786 | $26.3M | 0.00% | +41,850+16.9% | Added |
| Goldman Sachs Group Inc | 314,537 | $28.5M | 0.01% | +108,379+52.6% | Added |
| Nuveen Asset Management, LLC | 316,191 | $28.7M | 0.01% | −39,207−11.0% | Reduced |
| SEI Investments Co | 317,346 | $28.8M | 0.05% | −5,415−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 335,169 | $30.4M | 0.14% | +42,235+14.4% | Added |
| Adage Capital Partners GP, L.L.C. | 337,900 | $30.6M | 0.07% | +104,800+45.0% | Added |
| Barclays PLC | 354,022 | $32.1M | 0.02% | +178,285+101.4% | Added |
| Macquarie Group Ltd | 364,014 | $33.0M | 0.04% | −15,075−4.0% | Reduced |
| HSBC Holdings PLC | 468,738 | $42.5M | 0.05% | −27,803−5.6% | Reduced |
| APG Asset Management US Inc. | 470,232 | $42.6M | 0.38% | −16,128−3.3% | Reduced |
| PGGM Investments | 600,368 | $54.4M | 0.94% | +341,590+132.0% | Added |
| UBS Asset Management Americas Inc | 665,270 | $60.3M | 0.03% | +97,962+17.3% | Added |
| Clark Capital Management Group, Inc. | 679,975 | $61.6M | 0.62% | +9,057+1.3% | Added |
| Northwood Liquid Management LP | 699,127 | $63.4M | 5.69% | −115,275−14.2% | Reduced |
| Bank of New York Mellon Corp | 707,883 | $64.2M | 0.01% | −464−0.1% | Reduced |
| Massachusetts Financial Services Co | 886,482 | $80.3M | 0.03% | +886,482 | New |
| Legal & General Group Plc | 901,819 | $81.7M | 0.03% | −42,253−4.5% | Reduced |
| Wells Fargo & Company | 908,070 | $82.3M | 0.03% | +21,982+2.5% | Added |