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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 4,783 | $492.9K | 0.13% | +4,783 | New |
| Pacer Advisors, Inc. | 4,844 | $499.2K | 0.00% | +259+5.6% | Added |
| Lockheed Martin Investment Management Co | 4,765 | $499.6K | 0.04% | −1,300−21.4% | Reduced |
| Park Avenue Securities LLC | 4,928 | $508.0K | 0.01% | +1,782+56.6% | Added |
| Hartford Investment Management Co | 4,941 | $509.2K | 0.02% | −51−1.0% | Reduced |
| Ofi Invest Asset Management | 5,510 | $514.0K | 0.02% | −1,219−18.1% | Reduced |
| Prospera Financial Services Inc | 5,019 | $517.2K | 0.02% | −1,072−17.6% | Reduced |
| DoubleLine ETF Adviser LP | 5,075 | $523.0K | 0.15% | +5,075 | New |
| Pearl River Capital, LLC | 5,173 | $533.1K | 0.09% | −5,125−49.8% | Reduced |
| Mariner, LLC | 5,175 | $533.2K | 0.00% | −1,089−17.4% | Reduced |
| Metropolitan Life Insurance Co | 5,239 | $539.9K | 0.03% | −49−0.9% | Reduced |
| Montgomery Investment Management Inc | 5,280 | $544.1K | 0.17% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,286 | $544.7K | 0.03% | +647+13.9% | Added |
| Commonwealth Equity Services, LLC | 5,354 | $552.0K | 0.00% | −622−10.4% | Reduced |
| Oregon Public Employees Retirement Fund | 5,744 | $591.9K | 0.01% | +100+1.8% | Added |
| Cetera Investment Advisers | 5,797 | $597.4K | 0.00% | −859−12.9% | Reduced |
| Bank of Nova Scotia | 5,823 | $599.9K | 0.00% | +793+15.8% | Added |
| PEAK6 Investments LLC | 5,839 | $601.7K | 0.03% | +3,573+157.7% | Added |
| Rodgers Brothers Inc. | 5,875 | $605.4K | 0.10% | −50−0.8% | Reduced |
| Kentucky Retirement Systems | 5,878 | $605.7K | 0.02% | +93+1.6% | Added |
| Bailard, Inc. | 5,913 | $609.3K | 0.02% | +1,019+20.8% | Added |
| Ethic Inc. | 6,088 | $627.4K | 0.02% | +1,030+20.4% | Added |
| Norinchukin Bank, The | 6,134 | $632.1K | 0.01% | −492−7.4% | Reduced |
| Metis Global Partners, LLC | 6,218 | $640.8K | 0.03% | +406+7.0% | Added |
| Maryland State Retirement & Pension System | 6,223 | $641.3K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,253 | $644.4K | 0.49% | +6,253 | New |
| Teachers Retirement System of the State of Kentucky | 6,293 | $649.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,308 | $650.0K | 0.12% | −1,408−18.2% | Reduced |
| NewEdge Wealth, LLC | 6,407 | $660.2K | 0.02% | −2,502−28.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,574 | $677.0K | 0.00% | +1,721+35.5% | Added |
| Creative Planning | 6,768 | $697.4K | 0.00% | +1,512+28.8% | Added |
| Pathstone Holdings, LLC | 6,830 | $706.5K | 0.00% | +6,830 | New |
| Jeppson Wealth Management, LLC | 7,048 | $726.3K | 0.30% | +4,617+189.9% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $755.9K | 0.54% | 00.0% | Unchanged |
| First National Trust Co | 7,424 | $765.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 7,644 | $787.7K | 0.00% | −627−7.6% | Reduced |
| Fort Point Capital Partners LLC | 7,684 | $791.8K | 0.12% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,743 | $797.9K | 0.01% | +1,346+21.0% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $812.5K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,916 | $815.7K | 0.03% | −155−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 7,953 | $820.0K | 0.00% | −513−6.1% | Reduced |
| Independent Advisor Alliance | 7,974 | $821.7K | 0.03% | −2,572−24.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,982 | $823.0K | 0.09% | −173−2.1% | Reduced |
| Ossiam | 8,169 | $841.8K | 0.01% | −3,599−30.6% | Reduced |
| JB Capital LLC | 8,427 | $868.4K | 0.06% | +1,597+23.4% | Added |
| Allspring Global Investments Holdings, LLC | 8,607 | $887.0K | 0.00% | −2,271−20.9% | Reduced |
| Point72 Middle East FZE | 8,624 | $888.7K | 0.06% | −7,762−47.4% | Reduced |
| Nissay Asset Management Corp | 8,901 | $917.2K | 0.01% | +127+1.4% | Added |
| Lecap Asset Management Ltd | 9,302 | $958.6K | 0.35% | +9,302 | New |
| Cetera Advisor Networks LLC | 9,339 | $962.4K | 0.01% | +467+5.3% | Added |
| FourThought Financial Partners, LLC | 9,373 | $965.9K | 0.12% | −243−2.5% | Reduced |
| Engineers Gate Manager LP | 9,430 | $971.8K | 0.03% | +5,776+158.1% | Added |
| Xponance, Inc. | 9,442 | $973.0K | 0.01% | −1,881−16.6% | Reduced |
| Stableford Capital II LLC | 9,821 | $1.00M | 0.43% | +9,821 | New |
| Meridian Wealth Management, LLC | 9,797 | $1.01M | 0.06% | +9,797 | New |
| Mutual of America Capital Management LLC | 9,826 | $1.01M | 0.01% | −439−4.3% | Reduced |
| Rafferty Asset Management, LLC | 9,854 | $1.02M | 0.00% | +1,654+20.2% | Added |
| ING Groep NV | 10,057 | $1.04M | 0.01% | +846+9.2% | Added |
| CIBC Asset Management Inc | 10,376 | $1.07M | 0.00% | −240−2.3% | Reduced |
| M&T Bank Corp | 10,708 | $1.10M | 0.00% | −413−3.7% | Reduced |
| Public Sector Pension Investment Board | 11,017 | $1.14M | 0.01% | +3,180+40.6% | Added |
| Quest Partners LLC | 11,194 | $1.15M | 0.25% | +11,194 | New |
| Pictet & Cie (Europe) SA | 11,620 | $1.20M | 0.04% | −153−1.3% | Reduced |
| Brown Advisory Inc | 11,806 | $1.22M | 0.00% | +4,581+63.4% | Added |
| Spirit of America Management Corp | 12,400 | $1.28M | 0.28% | −200−1.6% | Reduced |
| Voloridge Investment Management, LLC | 12,432 | $1.28M | 0.01% | +12,432 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,826 | $1.32M | 0.02% | 00.0% | Unchanged |
| Czech National Bank | 12,866 | $1.33M | 0.02% | +43+0.3% | Added |
| Chartwell Investment Partners, LLC | 12,864 | $1.33M | 0.05% | −1,441−10.1% | Reduced |
| TD Asset Management Inc | 13,004 | $1.34M | 0.00% | −93−0.7% | Reduced |
| Nomura Holdings Inc | 13,053 | $1.35M | 0.01% | +13,053 | New |
| Storebrand Asset Management AS | 13,709 | $1.41M | 0.01% | −500−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,808 | $1.42M | 0.00% | +721+5.5% | Added |
| Utah Retirement Systems | 13,970 | $1.44M | 0.02% | +100+0.7% | Added |
| Twinbeech Capital LP | 14,161 | $1.46M | 0.02% | +14,161 | New |
| Two Sigma Investments, LP | 14,211 | $1.46M | 0.00% | +14,211 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14,354 | $1.48M | 0.00% | +2,885+25.2% | Added |
| Tower Research Capital LLC (TRC) | 14,390 | $1.48M | 0.02% | −5,211−26.6% | Reduced |
| Texas Permanent School Fund | 14,555 | $1.50M | 0.01% | −523−3.5% | Reduced |
| Lasalle Investment Management Securities LLC | 15,464 | $1.59M | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,600 | $1.61M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,791 | $1.63M | 0.02% | +73+0.5% | Added |
| Tudor Investment Corp Et Al | 16,023 | $1.65M | 0.02% | +16,023 | New |
| Oak Thistle LLC | 16,069 | $1.66M | 0.48% | +8,324+107.5% | Added |
| MML Investors Services, LLC | 16,097 | $1.66M | 0.01% | +424+2.7% | Added |
| Natixis | 16,112 | $1.66M | 0.01% | +16,112 | New |
| Algert Global LLC | 16,248 | $1.67M | 0.07% | 00.0% | Unchanged |
| Marex Group plc | 17,002 | $1.75M | 0.07% | +17,002 | New |
| Franklin Resources Inc | 17,304 | $1.78M | 0.00% | +757+4.6% | Added |
| Cinctive Capital Management LP | 17,545 | $1.81M | 0.13% | +17,545 | New |
| Kesler, Norman & Wride, LLC | 17,734 | $1.83M | 0.42% | +169+1.0% | Added |
| Point72 Europe (London) LLP | 17,872 | $1.84M | 0.23% | +17,872 | New |
| MetLife Investment Management | 17,973 | $1.85M | 0.01% | −319−1.7% | Reduced |
| New York Life Investment Management LLC | 18,582 | $1.91M | 0.02% | −303−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 18,616 | $1.92M | 0.02% | +677+3.8% | Added |
| Jane Street Group, LLC | 18,804 | $1.94M | 0.00% | −7,611−28.8% | Reduced |
| Quantinno Capital Management LP | 18,959 | $1.95M | 0.07% | +9,171+93.7% | Added |
| SG Americas Securities, LLC | 19,305 | $1.99M | 0.02% | +6,897+55.6% | Added |
| American International Group, Inc. | 19,325 | $1.99M | 0.01% | −152−0.8% | Reduced |
| 1832 Asset Management L.P. | 19,700 | $2.03M | 0.00% | +6,300+47.0% | Added |