Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 928,139 | $84.1M | 0.58% | +293,792+46.3% | Added |
| Morgan Stanley | 978,009 | $88.6M | 0.01% | +71,126+7.8% | Added |
| Northern Trust Corp | 1,024,458 | $92.8M | 0.02% | +19,516+1.9% | Added |
| Charles Schwab Investment Management Inc | 1,114,841 | $101.0M | 0.03% | +19,749+1.8% | Added |
| Dimensional Fund Advisors LP | 1,120,312 | $101.5M | 0.03% | +2,602+0.2% | Added |
| ProShare Advisors LLC | 1,765,605 | $160.0M | 0.50% | −12,108−0.7% | Reduced |
| Geode Capital Management, LLC | 1,791,341 | $162.2M | 0.02% | +30,983+1.8% | Added |
| Invesco Ltd. | 1,912,936 | $173.4M | 0.05% | +16,714+0.9% | Added |
| Resolution Capital Ltd | 2,913,323 | $264.0M | 5.23% | −497,594−14.6% | Reduced |
| JPMorgan Chase & Co | 4,717,403 | $427.5M | 0.05% | +509,909+12.1% | Added |
| Capital Research Global Investors | 5,960,304 | $540.2M | 0.15% | +2,0250.0% | Added |
| State Street Corp | 6,759,793 | $619.8M | 0.03% | −2,881,151−29.9% | Reduced |
| Norges Bank | 7,212,626 | $653.7M | 0.13% | 00.0% | Unchanged |
| BlackRock Inc. | 7,943,357 | $719.9M | 0.02% | −148,221−1.8% | Reduced |
| Vanguard Group Inc | 12,625,697 | $1.14B | 0.03% | −133,163−1.0% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −110,723−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −33,512−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −20,747−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −19,791−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,967−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −17,560−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,666−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −9,221−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,376−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,565−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −2,168−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,168−100.0% | Sold out |
| Lafayette Investments, Inc. | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |