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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 1,064 | $109.6K | 0.00% | +1,064 | New |
| CWM, LLC | 1,095 | $113.0K | 0.00% | +42+4.0% | Added |
| Global Retirement Partners, LLC | 1,150 | $117.2K | 0.00% | +416+56.7% | Added |
| C M Bidwell & Associates Ltd | 1,158 | $119.3K | 0.09% | +8+0.7% | Added |
| Assetmark, Inc | 1,184 | $122.0K | 0.00% | +1,117+1,667.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $122.9K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,213 | $125.0K | 0.00% | +2+0.2% | Added |
| KBC Group NV | 1,322 | $136.0K | 0.00% | +153+13.1% | Added |
| Horizon Investments, LLC | 1,348 | $138.9K | 0.00% | +50+3.9% | Added |
| Capstone Investment Advisors, LLC | 1,437 | $148.1K | 0.00% | +1,437 | New |
| Garde Capital, Inc. | 1,608 | $166.0K | 0.01% | +1,608 | New |
| Old Point Trust & Financial Services N A | 1,616 | $166.5K | 0.07% | +1,616 | New |
| Sunbelt Securities, Inc. | 1,629 | $167.9K | 0.02% | +14+0.9% | Added |
| Federated Hermes, Inc. | 1,633 | $168.3K | 0.00% | −21−1.3% | Reduced |
| GAMMA Investing LLC | 1,707 | $173.7K | 0.05% | +1,707 | New |
| Coppell Advisory Solutions LLC | 1,697 | $174.9K | 0.04% | −818−32.5% | Reduced |
| Meeder Asset Management Inc | 1,834 | $189.0K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,859 | $192.0K | 0.00% | +1,859 | New |
| Brevan Howard Capital Management LP | 1,953 | $201.3K | 0.02% | +1,953 | New |
| Loudon Investment Management, LLC | 1,965 | $202.5K | 0.13% | −11,594−85.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,968 | $202.8K | 0.03% | +1,968 | New |
| Cipher Capital LP | 1,993 | $205.4K | 0.07% | +1,993 | New |
| Financial Network Wealth Management LLC | 2,000 | $206.0K | 0.09% | +2,000 | New |
| BancorpSouth Bank | 2,000 | $206.1K | 0.02% | +2,000 | New |
| Creative Financial Designs Inc | 2,038 | $210.0K | 0.02% | +1,085+113.9% | Added |
| RB Capital Management, LLC | 2,058 | $212.1K | 0.06% | −723−26.0% | Reduced |
| Credit Agricole S A | 2,078 | $214.1K | 0.00% | +1,388+201.2% | Added |
| Kaizen Financial Strategies | 2,084 | $214.7K | 0.16% | −496−19.2% | Reduced |
| Wealthspire Advisors, LLC | 2,081 | $215.3K | 0.00% | −3,394−62.0% | Reduced |
| Kapitalo Investimentos Ltda | 2,100 | $216.4K | 0.04% | −1,002−32.3% | Reduced |
| Inceptionr LLC | 2,100 | $216.4K | 0.15% | −860−29.1% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $221.6K | 0.06% | +2,150 | New |
| V-Square Quantitative Management LLC | 2,179 | $224.5K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $227.3K | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 2,209 | $227.6K | 0.00% | +2,209 | New |
| Stratos Wealth Partners, LTD. | 2,211 | $227.8K | 0.00% | +2,211 | New |
| Smith Shellnut Wilson LLC | 2,271 | $234.0K | 0.13% | −295−11.5% | Reduced |
| Fifth Third Bancorp | 2,276 | $234.5K | 0.00% | −1,005−30.6% | Reduced |
| Harvest Portfolios Group Inc. | 2,315 | $238.6K | 0.01% | −629−21.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,326 | $239.7K | 0.01% | +9+0.4% | Added |
| Revisor Wealth Management LLC | 2,379 | $245.1K | 0.28% | −734−23.6% | Reduced |
| Heritage Investors Management Corp | 2,384 | $246.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,449 | $252.4K | 0.00% | −869−26.2% | Reduced |
| Keybank National Association | 2,467 | $254.2K | 0.00% | −60−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,463 | $254.4K | 0.00% | +68+2.8% | Added |
| CI Private Wealth, LLC | 2,473 | $254.8K | 0.00% | −567−18.7% | Reduced |
| Cambria Investment Management, L.P. | 2,478 | $255.4K | 0.02% | +2,478 | New |
| Panagora Asset Management Inc | 2,532 | $260.9K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,546 | $262.4K | 0.02% | +2,546 | New |
| Handelsinvest Investeringsforvaltning | 2,552 | $263.0K | 0.11% | +2,552 | New |
| Private Advisor Group, LLC | 2,576 | $265.5K | 0.00% | +2,576 | New |
| Gotham Asset Management, LLC | 2,598 | $267.7K | 0.00% | +2,598 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,617 | $269.7K | 0.02% | +34+1.3% | Added |
| Modera Wealth Management, LLC | 2,713 | $279.6K | 0.00% | +70+2.6% | Added |
| Strategy Asset Managers LLC | 2,837 | $292.3K | 0.07% | −140−4.7% | Reduced |
| KCM Investment Advisors LLC | 2,896 | $298.4K | 0.01% | −69−2.3% | Reduced |
| Machina Capital S.A.S. | 2,902 | $299.1K | 0.19% | +2,902 | New |
| Cetera Advisors LLC | 2,968 | $305.9K | 0.00% | +266+9.8% | Added |
| Captrust Financial Advisors | 2,987 | $307.8K | 0.00% | +347+13.1% | Added |
| Trust Co of Vermont | 3,017 | $310.9K | 0.02% | +1,717+132.1% | Added |
| Verition Fund Management LLC | 3,027 | $311.9K | 0.00% | −9,222−75.3% | Reduced |
| Fiduciary Group LLC | 3,075 | $316.9K | 0.04% | 00.0% | Unchanged |
| Aviva PLC | 3,113 | $320.8K | 0.00% | −10−0.3% | Reduced |
| Gsa Capital Partners LLP | 3,145 | $324.0K | 0.03% | +3,145 | New |
| Intrua Financial, LLC | 3,147 | $324.3K | 0.05% | +229+7.8% | Added |
| Thrivent Financial for Lutherans | 3,188 | $329.0K | 0.00% | −30−0.9% | Reduced |
| Morningstar Investment Management LLC | 3,265 | $336.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,280 | $338.0K | 0.01% | −204−5.9% | Reduced |
| Bayesian Capital Management, LP | 3,407 | $351.1K | 0.04% | +3,407 | New |
| AE Wealth Management LLC | 3,400 | $352.3K | 0.00% | +580+20.6% | Added |
| Belpointe Asset Management LLC | 3,450 | $355.5K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,450 | $355.5K | 0.20% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,589 | $369.8K | 0.00% | −16,526−82.2% | Reduced |
| IFP Advisors, Inc | 3,619 | $373.0K | 0.02% | −498−12.1% | Reduced |
| Glenmede Trust Co NA | 3,673 | $378.5K | 0.00% | +212+6.1% | Added |
| US Bancorp | 3,686 | $379.8K | 0.00% | −1,675−31.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,722 | $383.6K | 0.00% | +99+2.7% | Added |
| Monetary Management Group Inc | 3,750 | $386.4K | 0.12% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 3,826 | $394.3K | 0.22% | +3,826 | New |
| New Mexico Educational Retirement Board | 3,850 | $397.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,870 | $398.8K | 0.02% | +449+13.1% | Added |
| Neuberger Berman Group LLC | 3,911 | $403.0K | 0.00% | −167−4.1% | Reduced |
| BLB&B Advisors, LLC | 3,937 | $405.7K | 0.03% | −515−11.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,981 | $410.0K | 0.04% | +3,981 | New |
| Equitable Holdings, Inc. | 4,033 | $415.6K | 0.01% | +547+15.7% | Added |
| Lido Advisors, LLC | 4,021 | $418.7K | 0.00% | −10,996−73.2% | Reduced |
| Sigma Planning Corp | 4,064 | $418.8K | 0.03% | −6,763−62.5% | Reduced |
| GWM Advisors LLC | 4,272 | $437.0K | 0.00% | +2,023+90.0% | Added |
| Principal Securities, Inc. | 4,251 | $438.1K | 0.02% | +4,251 | New |
| Northwest & Ethical Investments L.P. | 4,277 | $440.7K | 0.01% | −252−5.6% | Reduced |
| MQS Management LLC | 4,327 | $445.9K | 0.25% | −147−3.3% | Reduced |
| Boothbay Fund Management, LLC | 4,369 | $450.2K | 0.02% | +4,369 | New |
| Louisiana State Employees Retirement System | 4,400 | $453.4K | 0.01% | −100−2.2% | Reduced |
| Everence Capital Management Inc | 4,450 | $459.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,473 | $461.0K | 0.01% | −64−1.4% | Reduced |
| JustInvest LLC | 4,525 | $466.3K | 0.01% | −16−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,581 | $472.1K | 0.12% | −15−0.3% | Reduced |
| Securian Asset Management, Inc | 4,636 | $477.7K | 0.01% | −559−10.8% | Reduced |
| NovaPoint Capital, LLC | 4,731 | $487.5K | 0.18% | −485−9.3% | Reduced |
| Nebula Research & Development LLC | 4,742 | $488.7K | 0.15% | +4,742 | New |