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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 8,271 | $749.6K | 0.00% | −2,032−19.7% | Reduced |
| Rafferty Asset Management, LLC | 8,200 | $743.2K | 0.00% | +375+4.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,155 | $739.0K | 0.09% | −134−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,071 | $731.5K | 0.03% | −4,400−35.3% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $714.6K | 0.05% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 7,837 | $710.3K | 0.01% | +856+12.3% | Added |
| Oak Thistle LLC | 7,745 | $701.9K | 0.21% | +7,745 | New |
| PFG Investments, LLC | 7,716 | $699.3K | 0.13% | −26−0.3% | Reduced |
| Fort Point Capital Partners LLC | 7,684 | $696.4K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 7,424 | $672.8K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $664.8K | 0.54% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,225 | $654.8K | 0.00% | +209+3.0% | Added |
| JB Capital LLC | 6,830 | $619.0K | 0.05% | +1,593+30.4% | Added |
| Cetera Investment Advisers | 6,656 | $603.2K | 0.01% | −502−7.0% | Reduced |
| Norinchukin Bank, The | 6,626 | $600.5K | 0.01% | −4,134−38.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,595 | $597.7K | 0.06% | +6,595 | New |
| Lockheed Martin Investment Management Co | 6,065 | $594.7K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,397 | $579.7K | 0.01% | −417−6.1% | Reduced |
| Ofi Invest Asset Management | 6,729 | $576.0K | 0.02% | −446−6.2% | Reduced |
| XTX Topco Ltd | 6,326 | $573.3K | 0.10% | +3,131+98.0% | Added |
| Teachers Retirement System of the State of Kentucky | 6,293 | $570.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 6,264 | $567.7K | 0.00% | +134+2.2% | Added |
| Maryland State Retirement & Pension System | 6,223 | $564.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,091 | $551.9K | 0.02% | +1,401+29.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,045 | $547.9K | 0.07% | +6,045 | New |
| Commonwealth Equity Services, LLC | 5,976 | $542.0K | 0.00% | −353−5.6% | Reduced |
| Rodgers Brothers Inc. | 5,925 | $537.0K | 0.09% | +600+11.3% | Added |
| Metis Global Partners, LLC | 5,812 | $526.7K | 0.03% | +499+9.4% | Added |
| Kentucky Retirement Systems | 5,785 | $524.3K | 0.02% | −114−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,644 | $511.5K | 0.01% | −100−1.7% | Reduced |
| Wealthspire Advisors, LLC | 5,475 | $497.0K | 0.01% | +619+12.7% | Added |
| US Bancorp | 5,361 | $485.9K | 0.00% | −346−6.1% | Reduced |
| Metropolitan Life Insurance Co | 5,288 | $479.3K | 0.02% | −149−2.7% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $478.5K | 0.16% | 00.0% | Unchanged |
| Creative Planning | 5,256 | $476.4K | 0.00% | −123−2.3% | Reduced |
| NovaPoint Capital, LLC | 5,216 | $472.7K | 0.19% | +824+18.8% | Added |
| Securian Asset Management, Inc | 5,195 | $470.8K | 0.01% | −669−11.4% | Reduced |
| Ethic Inc. | 5,058 | $458.4K | 0.02% | −3,625−41.7% | Reduced |
| Bank of Nova Scotia | 5,030 | $455.9K | 0.00% | +571+12.8% | Added |
| Atom Investors LP | 4,993 | $452.5K | 0.10% | +4,993 | New |
| Hartford Investment Management Co | 4,992 | $452.4K | 0.02% | −142−2.8% | Reduced |
| Bailard, Inc. | 4,894 | $443.5K | 0.01% | +4,894 | New |
| Cambridge Investment Research Advisors, Inc. | 4,853 | $440.0K | 0.00% | −125−2.5% | Reduced |
| Hazelview Securities Inc. | 4,800 | $424.9K | 0.08% | −900−15.8% | Reduced |
| Csenge Advisory Group | 4,639 | $420.4K | 0.03% | −71−1.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,596 | $416.5K | 0.12% | −478−9.4% | Reduced |
| Pacer Advisors, Inc. | 4,585 | $415.5K | 0.00% | +116+2.6% | Added |
| JustInvest LLC | 4,541 | $411.6K | 0.01% | −574−11.2% | Reduced |
| Northwest & Ethical Investments L.P. | 4,529 | $410.5K | 0.01% | −129−2.8% | Reduced |
| Louisiana State Employees Retirement System | 4,500 | $407.8K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 4,474 | $405.5K | 0.25% | +1,076+31.7% | Added |
| Crossmark Global Holdings, Inc. | 4,537 | $405.0K | 0.01% | +196+4.5% | Added |
| BLB&B Advisors, LLC | 4,452 | $403.5K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,450 | $403.0K | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 4,124 | $373.8K | 0.13% | +4,124 | New |
| IFP Advisors, Inc | 4,117 | $373.1K | 0.02% | +146+3.7% | Added |
| Neuberger Berman Group LLC | 4,078 | $369.6K | 0.00% | +186+4.8% | Added |
| Jump Financial, LLC | 4,073 | $369.1K | 0.01% | +4,073 | New |
| CIBC World Markets Corp | 4,050 | $367.1K | 0.00% | −4,553−52.9% | Reduced |
| New Mexico Educational Retirement Board | 3,850 | $349.0K | 0.01% | +300+8.5% | Added |
| Monetary Management Group Inc | 3,750 | $339.9K | 0.11% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,668 | $332.6K | 0.00% | +3,668 | New |
| Engineers Gate Manager LP | 3,654 | $331.2K | 0.01% | +1,584+76.5% | Added |
| Pathstone Family Office, LLC | 3,624 | $330.2K | 0.00% | +3,624 | New |
| Northwestern Mutual Wealth Management Co | 3,623 | $328.4K | 0.00% | +45+1.3% | Added |
| Equitable Holdings, Inc. | 3,486 | $315.9K | 0.00% | −149−4.1% | Reduced |
| Apollon Wealth Management, LLC | 3,484 | $315.8K | 0.02% | +820+30.8% | Added |
| 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 |
| 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 |
| Sandy Spring Bank | 3,421 | $310.0K | 0.02% | +9+0.3% | Added |
| Baird Financial Group, Inc. | 3,318 | $300.7K | 0.00% | +553+20.0% | Added |
| Fifth Third Bancorp | 3,281 | $297.4K | 0.00% | −184−5.3% | Reduced |
| Morningstar Investment Management LLC | 3,265 | $296.0K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,218 | $292.0K | 0.00% | −39−1.2% | Reduced |
| Park Avenue Securities LLC | 3,146 | $285.0K | 0.00% | +3,146 | New |
| Aviva PLC | 3,123 | $283.0K | 0.00% | −13−0.4% | Reduced |
| Revisor Wealth Management LLC | 3,113 | $282.1K | 0.24% | +492+18.8% | Added |
| Kapitalo Investimentos Ltda | 3,102 | $281.1K | 0.04% | +3,102 | New |
| Fiduciary Group LLC | 3,075 | $278.7K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,056 | $277.0K | 0.00% | −135−4.2% | Reduced |
| CI Private Wealth, LLC | 3,040 | $275.5K | 0.00% | +884+41.0% | Added |
| Strategy Asset Managers LLC | 2,977 | $269.8K | 0.07% | +37+1.3% | Added |
| KCM Investment Advisors LLC | 2,965 | $268.7K | 0.01% | −270−8.3% | Reduced |
| Inceptionr LLC | 2,960 | $268.3K | 0.15% | +2,960 | New |
| Harvest Portfolios Group Inc. | 2,944 | $266.8K | 0.01% | −144−4.7% | Reduced |
| Intrua Financial, LLC | 2,918 | $264.5K | 0.05% | −349−10.7% | Reduced |
| AE Wealth Management LLC | 2,820 | $255.6K | 0.00% | −870−23.6% | Reduced |
| Coppell Advisory Solutions LLC | 2,515 | $254.1K | 0.09% | −4−0.2% | Reduced |
| RB Capital Management, LLC | 2,781 | $252.0K | 0.08% | +15+0.5% | Added |
| Cetera Advisors LLC | 2,702 | $244.9K | 0.00% | +145+5.7% | Added |
| Modera Wealth Management, LLC | 2,643 | $239.5K | 0.00% | +77+3.0% | Added |
| Captrust Financial Advisors | 2,640 | $239.3K | 0.00% | +2,640 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,584 | $234.2K | 0.00% | −166−6.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,583 | $234.1K | 0.02% | −51−1.9% | Reduced |
| Kaizen Financial Strategies | 2,580 | $233.8K | 0.20% | +25+1.0% | Added |
| Smith Shellnut Wilson LLC | 2,566 | $232.6K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,532 | $229.5K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,527 | $229.0K | 0.00% | +3+0.1% | Added |