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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 48,143 | $4.36M | 0.00% | +853+1.8% | Added |
| State of Alaska, Department of Revenue | 47,409 | $4.29M | 0.05% | +142+0.3% | Added |
| Squarepoint Ops LLC | 46,374 | $4.20M | 0.02% | +37,923+448.7% | Added |
| Royal London Asset Management Ltd | 43,925 | $3.98M | 0.01% | +545+1.3% | Added |
| Teacher Retirement System of Texas | 43,236 | $3.92M | 0.03% | −219−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 42,800 | $3.88M | 0.04% | −12,600−22.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 42,116 | $3.82M | 0.02% | −814−1.9% | Reduced |
| Xcel Wealth Management, LLC | 41,012 | $3.72M | 1.47% | −1,075−2.6% | Reduced |
| Bank of Montreal | 36,836 | $3.66M | 0.00% | +2,210+6.4% | Added |
| Centersquare Investment Management LLC | 40,069 | $3.63M | 0.05% | +526+1.3% | Added |
| Janus Henderson Group PLC | 39,557 | $3.59M | 0.00% | +10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,402 | $3.57M | 0.02% | −1,813−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 37,280 | $3.38M | 0.00% | +841+2.3% | Added |
| Treasurer of the State of North Carolina | 36,527 | $3.31M | 0.02% | +130+0.4% | Added |
| Employees Retirement System of Texas | 36,000 | $3.26M | 0.05% | −12,000−25.0% | Reduced |
| Standard Life Aberdeen plc | 35,415 | $3.21M | 0.01% | −2,867−7.5% | Reduced |
| Kinloch Capital, LLC | 31,753 | $2.88M | 1.80% | +770+2.5% | Added |
| HighTower Advisors, LLC | 31,362 | $2.85M | 0.01% | −2,155−6.4% | Reduced |
| FIL Ltd | 31,411 | $2.85M | 0.00% | +4,300+15.9% | Added |
| Mizuho Markets Americas LLC | 31,091 | $2.82M | 0.11% | +31,091 | New |
| Vert Asset Management LLC | 30,264 | $2.74M | 1.39% | +991+3.4% | Added |
| Pictet Asset Management Holding SA | 30,069 | $2.73M | 0.00% | +30,069 | New |
| Daiwa Securities Group Inc. | 27,366 | $2.48M | 0.02% | +2,269+9.0% | Added |
| Kempen Capital Management N.V. | 27,200 | $2.47M | 0.05% | +27,200 | New |
| Van Eck Associates Corp | 27,035 | $2.45M | 0.01% | +490+1.8% | Added |
| Voya Investment Management LLC | 26,816 | $2.43M | 0.00% | −666−2.4% | Reduced |
| Jane Street Group, LLC | 26,415 | $2.39M | 0.00% | +17,268+188.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $2.27M | 0.01% | +25,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 24,072 | $2.18M | 0.00% | −745−3.0% | Reduced |
| Amalgamated Bank | 24,024 | $2.18M | 0.02% | +661+2.8% | Added |
| Comerica Bank | 23,722 | $2.15M | 0.01% | +23,722 | New |
| Intact Investment Management Inc. | 23,400 | $2.12M | 0.09% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 23,000 | $2.08M | 0.03% | +100+0.4% | Added |
| Peapack Gladstone Financial Corp | 22,564 | $2.04M | 0.04% | +479+2.2% | Added |
| Vident Advisory, LLC | 22,347 | $2.03M | 0.06% | +22,347 | New |
| Blackhawk Capital Partners LLC. | 22,190 | $2.01M | 1.47% | −183−0.8% | Reduced |
| Toronto Dominion Bank | 21,761 | $1.97M | 0.00% | −5,609−20.5% | Reduced |
| American Century Companies Inc | 21,509 | $1.95M | 0.00% | +2,075+10.7% | Added |
| Colony Group LLC | 21,234 | $1.92M | 0.03% | −94−0.4% | Reduced |
| Arizona State Retirement System | 20,889 | $1.89M | 0.02% | +284+1.4% | Added |
| Ensign Peak Advisors, Inc | 20,190 | $1.83M | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,062 | $1.82M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,601 | $1.78M | 0.06% | +12,384+171.6% | Added |
| American International Group, Inc. | 19,477 | $1.77M | 0.01% | −456−2.3% | Reduced |
| Mackenzie Financial Corp | 20,115 | $1.74M | 0.00% | +16,077+398.1% | Added |
| Holocene Advisors, LP | 19,165 | $1.74M | 0.01% | −11,702−37.9% | Reduced |
| New York Life Investment Management LLC | 18,885 | $1.71M | 0.02% | +4,667+32.8% | Added |
| MetLife Investment Management | 18,292 | $1.66M | 0.01% | −474−2.5% | Reduced |
| Trillium Asset Management, LLC | 18,152 | $1.65M | 0.05% | +2,749+17.8% | Added |
| Avantax Advisory Services, Inc. | 17,939 | $1.63M | 0.02% | +1,082+6.4% | Added |
| Kesler, Norman & Wride, LLC | 17,565 | $1.59M | 0.40% | −363−2.0% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 17,419 | $1.58M | 0.44% | 00.0% | Unchanged |
| Franklin Resources Inc | 16,547 | $1.50M | 0.00% | +4,293+35.0% | Added |
| Point72 Middle East FZE | 16,386 | $1.49M | 0.09% | +16,386 | New |
| Algert Global LLC | 16,248 | $1.47M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,718 | $1.42M | 0.02% | −440−2.7% | Reduced |
| MML Investors Services, LLC | 15,673 | $1.42M | 0.01% | −243−1.5% | Reduced |
| Handelsbanken Fonder AB | 15,600 | $1.41M | 0.01% | +100+0.6% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.40M | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,083 | $1.37M | 0.00% | +9,770+183.9% | Added |
| Texas Permanent School Fund | 15,078 | $1.37M | 0.01% | −232−1.5% | Reduced |
| Lido Advisors, LLC | 15,017 | $1.36M | 0.02% | −1,927−11.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,752 | $1.34M | 0.01% | +1,957+15.3% | Added |
| Chartwell Investment Partners, LLC | 14,305 | $1.30M | 0.05% | −410−2.8% | Reduced |
| Storebrand Asset Management AS | 14,209 | $1.29M | 0.01% | −4,252−23.0% | Reduced |
| Tiedemann Advisors, LLC | 13,841 | $1.27M | 0.05% | +45+0.3% | Added |
| Utah Retirement Systems | 13,870 | $1.26M | 0.02% | +100+0.7% | Added |
| Loudon Investment Management, LLC | 13,559 | $1.23M | 0.85% | +100+0.7% | Added |
| 1832 Asset Management L.P. | 13,400 | $1.21M | 0.00% | +13,400 | New |
| CWM Advisors, LLC | 13,140 | $1.19M | 0.15% | +1,380+11.7% | Added |
| TD Asset Management Inc | 13,097 | $1.19M | 0.00% | −200−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,087 | $1.19M | 0.00% | +819+6.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,826 | $1.16M | 0.02% | +940+7.9% | Added |
| Czech National Bank | 12,823 | $1.16M | 0.02% | +4,139+47.7% | Added |
| Campbell & CO Investment Adviser LLC | 12,692 | $1.15M | 0.14% | +4,223+49.9% | Added |
| Spirit of America Management Corp | 12,600 | $1.14M | 0.26% | −200−1.6% | Reduced |
| Heitman Real Estate Securities LLC | 12,563 | $1.14M | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,408 | $1.13M | 0.02% | −1,978−13.7% | Reduced |
| Verition Fund Management LLC | 12,249 | $1.11M | 0.01% | +12,249 | New |
| Pictet & Cie (Europe) SA | 11,773 | $1.07M | 0.04% | −205−1.7% | Reduced |
| Ossiam | 11,768 | $1.07M | 0.02% | +8,087+219.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,469 | $1.04M | 0.00% | −433−3.6% | Reduced |
| Xponance, Inc. | 11,323 | $1.03M | 0.01% | +260+2.4% | Added |
| Rockefeller Capital Management L.P. | 11,249 | $1.02M | 0.00% | −1,575−12.3% | Reduced |
| M&T Bank Corp | 11,121 | $1.01M | 0.00% | +277+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 10,878 | $985.9K | 0.00% | −279−2.5% | Reduced |
| Sigma Planning Corp | 10,827 | $981.3K | 0.04% | −163−1.5% | Reduced |
| CIBC Asset Management Inc | 10,616 | $962.1K | 0.00% | −33−0.3% | Reduced |
| Independent Advisor Alliance | 10,546 | $955.8K | 0.04% | −1,199−10.2% | Reduced |
| Pearl River Capital, LLC | 10,298 | $933.3K | 0.15% | −1,734−14.4% | Reduced |
| Mutual of America Capital Management LLC | 10,265 | $930.3K | 0.01% | −283−2.7% | Reduced |
| Graham Capital Management, L.P. | 9,958 | $902.5K | 0.03% | +9,958 | New |
| Quantinno Capital Management LP | 9,788 | $887.0K | 0.04% | +9,788 | New |
| FourThought Financial Partners, LLC | 9,616 | $871.5K | 0.12% | −39−0.4% | Reduced |
| ING Groep NV | 9,211 | $834.8K | 0.01% | +9,211 | New |
| First Trust Advisors LP | 9,031 | $818.5K | 0.00% | +106+1.2% | Added |
| NewEdge Wealth, LLC | 8,909 | $807.4K | 0.03% | +10.0% | Added |
| Cetera Advisor Networks LLC | 8,872 | $804.1K | 0.01% | +300+3.5% | Added |
| Nissay Asset Management Corp | 8,774 | $795.2K | 0.01% | +166+1.9% | Added |
| Public Employees Retirement Association of Colorado | 8,466 | $767.0K | 0.00% | −946−10.1% | Reduced |