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, Q4 2023
Institutional positions in Federal Realty Investment Trust as of Dec 31, 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
- 452
- +44 vs. Q3 2023
- Shares held
- 77.8M
- −797.3K (−1.0%) vs. Q3 2023
- Total value
- $8.03B
- +$896.8M (+12.6%) vs. Q3 2023
- New holders
- 78
- 151 more added
- Sold out
- 34
- 158 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,537,369 | $1.29B | 0.03% | −88,328−0.7% | Reduced |
| BlackRock Inc. | 8,169,558 | $841.9M | 0.02% | +226,201+2.8% | Added |
| Norges Bank | 7,213,760 | $743.4M | 0.13% | +1,1340.0% | Added |
| State Street Corp | 6,867,903 | $715.1M | 0.03% | +108,110+1.6% | Added |
| JPMorgan Chase & Co | 4,124,381 | $425.0M | 0.04% | −593,022−12.6% | Reduced |
| Resolution Capital Ltd | 3,070,281 | $316.4M | 5.74% | +156,958+5.4% | Added |
| Capital Research Global Investors | 2,411,353 | $248.5M | 0.06% | −3,548,951−59.5% | Reduced |
| Invesco Ltd. | 2,022,366 | $208.4M | 0.05% | +109,430+5.7% | Added |
| Geode Capital Management, LLC | 1,824,356 | $187.8M | 0.02% | +33,015+1.8% | Added |
| ProShare Advisors LLC | 1,812,047 | $186.7M | 0.57% | +46,442+2.6% | Added |
| Massachusetts Financial Services Co | 1,355,907 | $139.7M | 0.05% | +469,425+53.0% | Added |
| Charles Schwab Investment Management Inc | 1,155,825 | $119.1M | 0.03% | +40,984+3.7% | Added |
| Citadel Advisors LLC | 1,150,287 | $118.5M | 0.12% | +1,135,204+7,526.4% | Added |
| Dimensional Fund Advisors LP | 1,100,434 | $113.4M | 0.03% | −19,878−1.8% | Reduced |
| Legal & General Group Plc | 954,616 | $98.4M | 0.03% | +52,797+5.9% | Added |
| Morgan Stanley | 950,550 | $98.0M | 0.01% | −27,459−2.8% | Reduced |
| Wells Fargo & Company | 871,364 | $89.8M | 0.03% | −36,706−4.0% | Reduced |
| Clark Capital Management Group, Inc. | 836,045 | $86.2M | 0.71% | +156,070+23.0% | Added |
| Northern Trust Corp | 753,480 | $77.6M | 0.01% | −270,978−26.5% | Reduced |
| Northwood Liquid Management LP | 738,527 | $76.1M | 6.91% | +39,400+5.6% | Added |
| UBS Asset Management Americas Inc | 727,970 | $75.0M | 0.03% | +62,700+9.4% | Added |
| Bank of New York Mellon Corp | 719,742 | $74.2M | 0.02% | +11,859+1.7% | Added |
| PGGM Investments | 600,368 | $61.9M | 0.94% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 511,400 | $52.7M | 0.11% | +173,500+51.3% | Added |
| APG Asset Management US Inc. | 470,232 | $48.5M | 0.30% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 418,568 | $43.2M | 0.01% | +102,377+32.4% | Added |
| Goldman Sachs Group Inc | 407,585 | $42.0M | 0.01% | +93,048+29.6% | Added |
| Alyeska Investment Group, L.P. | 404,877 | $41.7M | 0.28% | −523,262−56.4% | Reduced |
| HSBC Holdings PLC | 387,339 | $39.9M | 0.04% | −81,399−17.4% | Reduced |
| FMR LLC | 387,517 | $39.9M | 0.00% | +251,699+185.3% | Added |
| Macquarie Group Ltd | 371,643 | $38.3M | 0.04% | +7,629+2.1% | Added |
| Nomura Asset Management Co Ltd | 369,521 | $38.1M | 0.16% | +34,352+10.2% | Added |
| Millennium Management LLC | 328,878 | $33.9M | 0.03% | +123,129+59.8% | Added |
| SEI Investments Co | 314,038 | $32.4M | 0.05% | −3,308−1.0% | Reduced |
| CBOE Vest Financial, LLC | 305,924 | $31.5M | 1.18% | +84,748+38.3% | Added |
| Price T Rowe Associates Inc | 289,650 | $29.9M | 0.00% | −1360.0% | Reduced |
| Marshall Wace, LLP | 283,868 | $29.3M | 0.06% | +283,868 | New |
| Victory Capital Management Inc | 280,472 | $28.9M | 0.03% | +15,173+5.7% | Added |
| Schroder Investment Management Group | 257,219 | $26.5M | 0.03% | −5,748−2.2% | Reduced |
| Royal Bank of Canada | 224,840 | $23.2M | 0.01% | +109,858+95.5% | Added |
| Heitman Real Estate Securities LLC | 207,700 | $21.4M | 1.15% | +195,137+1,553.3% | Added |
| UBS Group AG | 185,462 | $19.1M | 0.01% | +29,639+19.0% | Added |
| RWC Asset Management LLP | 184,744 | $19.0M | 1.15% | −10,534−5.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,256 | $18.9M | 0.01% | +3,360+1.9% | Added |
| Qube Research & Technologies Ltd | 182,768 | $18.8M | 0.04% | +110,517+153.0% | Added |
| Masterton Capital Management, LP | 179,753 | $18.5M | 16.01% | +26,107+17.0% | Added |
| Cbre Clarion Securities LLC | 176,040 | $18.1M | 0.33% | +113,783+182.8% | Added |
| Bank of America Corp | 171,894 | $17.7M | 0.00% | +28,660+20.0% | Added |
| Point72 Asset Management, L.P. | 165,107 | $17.0M | 0.05% | +164,748+45,890.8% | Added |
| Rhumbline Advisers | 160,985 | $16.6M | 0.02% | −2,184−1.3% | Reduced |
| State of Tennessee, Treasury Department | 155,514 | $16.0M | 0.06% | −4,037−2.5% | Reduced |
| California Public Employees Retirement System | 154,035 | $15.9M | 0.01% | −5,448−3.4% | Reduced |
| Deutsche Bank AG | 151,335 | $15.6M | 0.01% | −9,602−6.0% | Reduced |
| Credit Suisse AG | 149,826 | $15.4M | 0.02% | +2,495+1.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 147,808 | $15.0M | 0.03% | −1,036−0.7% | Reduced |
| Balyasny Asset Management LLC | 144,675 | $14.9M | 0.04% | +144,675 | New |
| Swiss National Bank | 144,600 | $14.9M | 0.01% | −16,700−10.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 141,104 | $14.5M | 0.12% | +141,104 | New |
| Public Employees Retirement System of Ohio | 140,184 | $14.4M | 0.06% | +1,166+0.8% | Added |
| Barclays PLC | 137,904 | $14.2M | 0.01% | −216,118−61.0% | Reduced |
| STRS Ohio | 136,781 | $14.1M | 0.06% | +33,700+32.7% | Added |
| Raymond James & Associates | 129,142 | $13.3M | 0.01% | −3,011−2.3% | Reduced |
| Russell Investments Group, Ltd. | 127,408 | $13.1M | 0.02% | +4,563+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 124,391 | $12.8M | 0.58% | −22,205−15.1% | Reduced |
| Alliancebernstein L.P. | 122,815 | $12.7M | 0.00% | −191−0.2% | Reduced |
| AXA S.A. | 119,295 | $12.3M | 0.04% | −9,900−7.7% | Reduced |
| Centersquare Investment Management LLC | 119,227 | $12.3M | 0.14% | +79,158+197.6% | Added |
| Citigroup Inc | 119,086 | $12.3M | 0.02% | +33,383+39.0% | Added |
| Robeco Institutional Asset Management B.V. | 117,048 | $12.1M | 0.03% | +12,048+11.5% | Added |
| Asset Management One Co.,Ltd. | 114,106 | $12.0M | 0.05% | −1,028−0.9% | Reduced |
| Janney Montgomery Scott LLC | 114,951 | $11.8M | 0.04% | −1,249−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 102,229 | $10.5M | 0.02% | +412+0.4% | Added |
| Prudential Financial Inc | 102,440 | $10.5M | 0.02% | −6,812−6.2% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $10.3M | 0.88% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 93,121 | $9.61M | 0.02% | −7,055−7.0% | Reduced |
| Kempen Capital Management N.V. | 92,400 | $9.52M | 0.13% | +65,200+239.7% | Added |
| State of New Jersey Common Pension Fund D | 92,280 | $9.51M | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 89,930 | $9.27M | 0.07% | +3,798+4.4% | Added |
| Principal Financial Group Inc | 84,865 | $8.75M | 0.01% | −28,110−24.9% | Reduced |
| RMB Capital Management, LLC | 84,172 | $8.67M | 0.26% | +5,036+6.4% | Added |
| New York State Teachers Retirement System | 81,339 | $8.38M | 0.02% | +10.0% | Added |
| Westwood Holdings Group Inc. | 80,346 | $8.28M | 0.07% | +24,846+44.8% | Added |
| California State Teachers Retirement System | 79,702 | $8.21M | 0.01% | −4,096−4.9% | Reduced |
| New York State Common Retirement Fund | 79,200 | $8.16M | 0.01% | −8,165−9.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,134 | $8.15M | 0.02% | +9,975+14.4% | Added |
| AQR Capital Management LLC | 78,533 | $8.09M | 0.02% | +24,325+44.9% | Added |
| Yousif Capital Management, LLC | 75,357 | $7.77M | 0.09% | −2,244−2.9% | Reduced |
| Amundi | 75,270 | $7.71M | 0.00% | −24,804−24.8% | Reduced |
| Ameriprise Financial Inc | 79,245 | $7.42M | 0.00% | −96,712−55.0% | Reduced |
| Employees Retirement System of Texas | 69,000 | $7.11M | 0.08% | +33,000+91.7% | Added |
| Janney Capital Management LLC | 68,569 | $7.07M | 0.47% | +140.0% | Added |
| Mattern Capital Management, LLC | 66,583 | $6.86M | 1.00% | +4,135+6.6% | Added |
| Envestnet Asset Management Inc | 65,983 | $6.80M | 0.00% | +12,409+23.2% | Added |
| Lincluden Management Ltd | 64,386 | $6.63M | 0.81% | −475−0.7% | Reduced |
| Squarepoint Ops LLC | 62,315 | $6.42M | 0.03% | +15,941+34.4% | Added |
| Davis Selected Advisers | 62,280 | $6.42M | 0.04% | +8,080+14.9% | Added |
| Stifel Financial Corp | 60,724 | $6.26M | 0.01% | −3,014−4.7% | Reduced |
| Retirement Systems of Alabama | 60,683 | $6.25M | 0.03% | −399−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 60,270 | $6.21M | 0.02% | +35,270+141.1% | Added |
| Fisher Asset Management, LLC | 56,250 | $5.80M | 0.00% | −16,324−22.5% | Reduced |