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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $104 | 0.00% | −64−98.5% | Reduced |
| Colonial Trust Advisors | 2 | $206 | 0.00% | +2 | New |
| EntryPoint Capital, LLC | 2 | $206 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 3 | $310 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $516 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $523 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 7 | $722 | 0.00% | +7 | New |
| Umb Bank N A | 8 | $824 | 0.00% | +8 | New |
| TFC Financial Management | 8 | $825 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $927 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | −5−45.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 12 | $1.24K | 0.00% | +12 | New |
| Kozak & Associates, Inc. | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $1.58K | 0.00% | +15 | New |
| MCF Advisors LLC | 16 | $1.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.96K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $1.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $2.00K | 0.00% | +2+15.4% | Added |
| Sound Income Strategies, LLC | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 25 | $2.58K | 0.00% | +25 | New |
| National Bank of Canada | 25 | $2.61K | 0.00% | −263−91.3% | Reduced |
| City State Bank | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $3.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.61K | 0.00% | −137−79.7% | Reduced |
| Private Trust Co NA | 39 | $4.02K | 0.00% | −6−13.3% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $5.05K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 56 | $5.80K | 0.00% | −293−84.0% | Reduced |
| Bell Investment Advisors, Inc | 58 | $5.98K | 0.00% | −8−12.1% | Reduced |
| Lindbrook Capital, LLC | 60 | $6.18K | 0.00% | +32+114.3% | Added |
| Financial Freedom, LLC | 62 | $6.36K | 0.00% | +1+1.6% | Added |
| SRS Capital Advisors, Inc. | 65 | $6.69K | 0.00% | −62−48.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 66 | $6.80K | 0.00% | +66 | New |
| Spire Wealth Management | 68 | $6.84K | 0.00% | −1−1.4% | Reduced |
| Smartleaf Asset Management LLC | 65 | $6.85K | 0.00% | +65 | New |
| DAGCO, Inc. | 78 | $8.04K | 0.01% | +78 | New |
| Dynamic Wealth Strategies, LLC | 78 | $8.04K | 0.01% | +78 | New |
| Massmutual Trust Co FSB | 84 | $8.66K | 0.00% | −4−4.5% | Reduced |
| Venturi Wealth Management, LLC | 84 | $8.66K | 0.00% | +12+16.7% | Added |
| GW&K Investment Management, LLC | 83 | $9.00K | 0.00% | +4+5.1% | Added |
| Ronald Blue Trust, Inc. | 94 | $9.00K | 0.00% | +71+308.7% | Added |
| Tfo-TDC, LLC | 88 | $9.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $9.17K | 0.00% | −4−4.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $10.3K | 0.01% | −100−50.0% | Reduced |
| TD Private Client Wealth LLC | 100 | $10.3K | 0.00% | −27−21.3% | Reduced |
| Brown Brothers Harriman & Co | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 115 | $11.0K | 0.00% | +10+9.5% | Added |
| SJS Investment Consulting Inc. | 114 | $11.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 124 | $12.8K | 0.01% | +124 | New |
| Rakuten Investment Management, Inc. | 129 | $13.6K | 0.00% | +129 | New |
| Quent Capital, LLC | 132 | $13.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $15.5K | 0.01% | +150 | New |
| NBC Securities, Inc. | 164 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 167 | $17.2K | 0.00% | +2+1.2% | Added |
| Logan Capital Management Inc | 200 | $20.6K | 0.00% | +200 | New |
| PSI Advisors, LLC | 206 | $21.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 218 | $22.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 221 | $22.8K | 0.00% | −206−48.2% | Reduced |
| Montag A & Associates Inc | 240 | $24.7K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $25.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 251 | $25.9K | 0.00% | −170−40.4% | Reduced |
| Harbour Investments, Inc. | 268 | $27.6K | 0.00% | +23+9.4% | Added |
| Leonteq Securities AG | 270 | $27.8K | 0.00% | −1,999−88.1% | Reduced |
| M&R Capital Management Inc | 270 | $27.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 290 | $29.9K | 0.00% | −214−42.5% | Reduced |
| State of Wyoming | 301 | $31.0K | 0.01% | +31+11.5% | Added |
| Toth Financial Advisory Corp | 320 | $33.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 334 | $34.0K | 0.00% | −71−17.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 350 | $36.0K | 0.00% | −59−14.4% | Reduced |
| Tidemark, LLC | 384 | $39.6K | 0.02% | +384 | New |
| Sentry Investment Management LLC | 384 | $40.0K | 0.02% | −41−9.6% | Reduced |
| Clarity Asset Management, Inc. | 397 | $40.9K | 0.03% | +397 | New |
| Farther Finance Advisors, LLC | 399 | $41.1K | 0.00% | +35+9.6% | Added |
| Sugarloaf Wealth Management, LLC | 419 | $43.1K | 0.01% | +5+1.2% | Added |
| Rothschild Investment LLC | 419 | $43.2K | 0.00% | +419 | New |
| Quarry LP | 485 | $50.0K | 0.03% | +485 | New |
| Richardson Financial Services Inc. | 492 | $50.7K | 0.04% | +492 | New |
| Avalon Trust Co | 500 | $51.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 525 | $54.1K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 574 | $60.0K | 0.00% | +97+20.3% | Added |
| ZRC Wealth Management, LLC | 700 | $63.4K | 0.04% | +700 | New |
| Bessemer Group Inc | 631 | $65.0K | 0.00% | −35−5.3% | Reduced |
| Bartlett & Co. LLC | 650 | $68.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 650 | $68.5K | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 665 | $68.5K | 0.00% | +665 | New |
| Quadrant Capital Group LLC | 687 | $70.8K | 0.01% | −21−3.0% | Reduced |
| Point72 Hong Kong Ltd | 698 | $71.9K | 0.00% | +698 | New |
| Acadian Asset Management LLC | 762 | $78.0K | 0.00% | +762 | New |
| Signaturefd, LLC | 840 | $86.5K | 0.00% | +169+25.2% | Added |
| Ci Investments Inc. | 842 | $87.0K | 0.00% | +62+7.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 883 | $91.0K | 0.00% | −1,701−65.8% | Reduced |
| Whittier Trust Co | 1,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,013 | $104.0K | 0.00% | +7+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 1,061 | $109.3K | 0.05% | 00.0% | Unchanged |