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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 2,514 | $227.9K | 0.02% | −10,972−81.4% | Reduced |
| Advisor Partners II, LLC | 2,460 | $223.0K | 0.01% | +202+8.9% | Added |
| Jeppson Wealth Management, LLC | 2,431 | $220.3K | 0.10% | +2,431 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,395 | $217.6K | 0.00% | +33+1.4% | Added |
| Two Sigma Securities, LLC | 2,387 | $216.3K | 0.01% | +2,387 | New |
| Heritage Investors Management Corp | 2,384 | $216.0K | 0.01% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,375 | $215.2K | 0.11% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 2,340 | $212.1K | 0.17% | +2,340 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,317 | $210.0K | 0.01% | +3+0.1% | Added |
| Leonteq Securities AG | 2,269 | $205.6K | 0.02% | +2,269 | New |
| PEAK6 Investments LLC | 2,266 | $205.4K | 0.01% | +2,164+2,121.6% | Added |
| GWM Advisors LLC | 2,249 | $203.8K | 0.00% | +2+0.1% | Added |
| Powell Investment Advisors, LLC | 2,183 | $200.2K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,179 | $197.5K | 0.09% | +1,976+973.4% | Added |
| Meeder Asset Management Inc | 1,834 | $166.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,654 | $149.9K | 0.00% | +751+83.2% | Added |
| Sunbelt Securities, Inc. | 1,615 | $146.4K | 0.02% | +12+0.7% | Added |
| Trust Co of Vermont | 1,300 | $117.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,298 | $117.6K | 0.00% | +14+1.1% | Added |
| Allworth Financial LP | 1,211 | $109.8K | 0.00% | +8+0.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $108.1K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 1,169 | $106.0K | 0.00% | +1,169 | New |
| C M Bidwell & Associates Ltd | 1,150 | $104.2K | 0.08% | −8−0.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,061 | $96.2K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,053 | $95.0K | 0.00% | +137+15.0% | Added |
| Lazard Asset Management LLC | 1,006 | $91.0K | 0.00% | +127+14.4% | Added |
| Whittier Trust Co | 1,000 | $90.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 953 | $86.4K | 0.01% | +953 | New |
| Elequin Capital LP | 807 | $73.1K | 0.01% | −5,344−86.9% | Reduced |
| Ci Investments Inc. | 780 | $71.0K | 0.00% | +5+0.6% | Added |
| Global Retirement Partners, LLC | 734 | $64.4K | 0.00% | −25−3.3% | Reduced |
| Quadrant Capital Group LLC | 708 | $64.2K | 0.01% | −7−1.0% | Reduced |
| Credit Agricole S A | 690 | $62.5K | 0.00% | +690 | New |
| Bessemer Group Inc | 666 | $61.0K | 0.00% | +1+0.2% | Added |
| Signaturefd, LLC | 671 | $60.8K | 0.00% | +52+8.4% | Added |
| Cary Street Partner Investment Advisory LLC | 665 | $60.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 650 | $60.0K | 0.00% | −150−18.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 650 | $59.6K | 0.00% | −150−18.8% | Reduced |
| Delta Asset Management LLC | 525 | $47.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $45.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $45.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $45.3K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 477 | $43.0K | 0.00% | −207−30.3% | Reduced |
| Sentry Investment Management LLC | 425 | $39.0K | 0.02% | −57−11.8% | Reduced |
| Larson Financial Group LLC | 427 | $38.7K | 0.00% | −2,802−86.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 425 | $38.5K | 0.00% | −10−2.3% | Reduced |
| Parkside Financial Bank & Trust | 421 | $38.2K | 0.01% | +154+57.7% | Added |
| Sugarloaf Wealth Management, LLC | 414 | $37.5K | 0.01% | +5+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 409 | $37.0K | 0.00% | −710−63.4% | Reduced |
| Penserra Capital Management LLC | 405 | $36.0K | 0.00% | −67−14.2% | Reduced |
| Farther Finance Advisors, LLC | 364 | $33.0K | 0.01% | −20−5.2% | Reduced |
| Point72 Asset Management, L.P. | 359 | $32.5K | 0.00% | −29,041−98.8% | Reduced |
| Huntington National Bank | 349 | $31.7K | 0.00% | −24−6.4% | Reduced |
| Capital Analysts, LLC | 342 | $31.0K | 0.00% | +17+5.2% | Added |
| Toth Financial Advisory Corp | 320 | $29.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 317 | $28.0K | 0.00% | +317 | New |
| National Bank of Canada | 288 | $25.5K | 0.00% | −2−0.7% | Reduced |
| Anchor Investment Management, LLC | 270 | $24.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $24.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 270 | $24.5K | 0.01% | +99+57.9% | Added |
| Highlander Capital Management, LLC | 250 | $23.0K | 0.01% | +250 | New |
| Harbour Investments, Inc. | 245 | $22.2K | 0.00% | +3+1.2% | Added |
| Montag A & Associates Inc | 240 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 218 | $19.8K | 0.00% | −28−11.4% | Reduced |
| PSI Advisors, LLC | 206 | $18.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $18.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 172 | $15.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 165 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 164 | $14.0K | 0.00% | +164 | New |
| Quent Capital, LLC | 132 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 127 | $11.5K | 0.00% | −19−13.0% | Reduced |
| TD Private Client Wealth LLC | 127 | $11.5K | 0.00% | −23−15.3% | Reduced |
| SJS Investment Consulting Inc. | 114 | $10.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 105 | $10.0K | 0.00% | +5+5.0% | Added |
| Brown Brothers Harriman & Co | 100 | $9.06K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $9.06K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $9.00K | 0.00% | +15+16.3% | Added |
| Tfo-TDC, LLC | 88 | $8.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 93 | $8.43K | 0.00% | +4+4.5% | Added |
| Massmutual Trust Co FSB | 88 | $7.97K | 0.00% | −12−12.0% | Reduced |
| GW&K Investment Management, LLC | 79 | $7.00K | 0.00% | +52+192.6% | Added |
| Venturi Wealth Management, LLC | 72 | $6.53K | 0.00% | +69+2,300.0% | Added |
| Spire Wealth Management | 69 | $6.25K | 0.00% | +6+9.5% | Added |
| Assetmark, Inc | 67 | $6.07K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 66 | $5.98K | 0.00% | −6−8.3% | Reduced |
| Manchester Capital Management LLC | 65 | $5.89K | 0.00% | +1+1.6% | Added |
| Financial Freedom, LLC | 61 | $5.53K | 0.00% | +1+1.7% | Added |
| Sutton Wealth Advisors Inc. | 58 | $5.26K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.44K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $4.08K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 34 | $3.08K | 0.00% | +34 | New |
| Earnest Partners LLC | 34 | $3.08K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $2.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $2.54K | 0.00% | +5+21.7% | Added |
| Ronald Blue Trust, Inc. | 23 | $2.00K | 0.00% | +17+283.3% | Added |
| Sound Income Strategies, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |