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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 19,997 | $2.06M | 0.06% | +1,845+10.2% | Added |
| State of Michigan Retirement System | 20,162 | $2.08M | 0.01% | +100+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 20,237 | $2.09M | 0.19% | +7,545+59.4% | Added |
| Quadrature Capital Ltd | 20,357 | $2.10M | 0.04% | +20,357 | New |
| Arizona State Retirement System | 20,511 | $2.11M | 0.02% | −378−1.8% | Reduced |
| Colony Group, LLC | 20,763 | $2.14M | 0.03% | +20,763 | New |
| Blackhawk Capital Partners LLC. | 21,149 | $2.18M | 1.48% | −1,041−4.7% | Reduced |
| Peapack Gladstone Financial Corp | 21,924 | $2.26M | 0.04% | −640−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,021 | $2.27M | 0.00% | −2,051−8.5% | Reduced |
| Vident Advisory, LLC | 22,367 | $2.30M | 0.06% | +20+0.1% | Added |
| Amalgamated Bank | 22,709 | $2.34M | 0.02% | −1,315−5.5% | Reduced |
| AlTi Global, Inc. | 22,519 | $2.35M | 0.07% | +22,519 | New |
| Ensign Peak Advisors, Inc | 22,890 | $2.36M | 0.00% | +2,700+13.4% | Added |
| American Century Companies Inc | 22,916 | $2.36M | 0.00% | +1,407+6.5% | Added |
| Intact Investment Management Inc. | 23,400 | $2.41M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,416 | $2.41M | 0.00% | −111,218−82.6% | Reduced |
| Comerica Bank | 23,490 | $2.42M | 0.01% | −232−1.0% | Reduced |
| UniSuper Management Pty Ltd | 23,870 | $2.46M | 0.03% | +870+3.8% | Added |
| Jump Financial, LLC | 23,935 | $2.47M | 0.08% | +19,862+487.7% | Added |
| Voya Investment Management LLC | 25,132 | $2.59M | 0.00% | −1,684−6.3% | Reduced |
| HRT Financial LP | 26,206 | $2.70M | 0.02% | −27,114−50.9% | Reduced |
| Daiwa Securities Group Inc. | 26,610 | $2.74M | 0.02% | −756−2.8% | Reduced |
| Kinloch Capital, LLC | 27,437 | $2.83M | 1.80% | −4,316−13.6% | Reduced |
| Teacher Retirement System of Texas | 28,496 | $2.94M | 0.02% | −14,740−34.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 28,551 | $2.94M | 0.85% | +11,132+63.9% | Added |
| Vert Asset Management LLC | 28,736 | $2.96M | 1.28% | −1,528−5.0% | Reduced |
| FIL Ltd | 29,411 | $3.03M | 0.00% | −2,000−6.4% | Reduced |
| Pictet Asset Management Holding SA | 29,916 | $3.08M | 0.00% | −153−0.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 30,677 | $3.16M | 0.06% | +30,677 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,780 | $3.17M | 0.02% | +16,028+108.6% | Added |
| The PNC Financial Services Group, Inc. | 30,865 | $3.18M | 0.00% | −6,415−17.2% | Reduced |
| Van Eck Associates Corp | 30,927 | $3.19M | 0.01% | +3,892+14.4% | Added |
| State of Wisconsin Investment Board | 31,374 | $3.23M | 0.01% | −20,792−39.9% | Reduced |
| CIBC World Markets Corp | 31,946 | $3.29M | 0.02% | +27,896+688.8% | Added |
| Cubist Systematic Strategies, LLC | 32,354 | $3.33M | 0.04% | −24,123−42.7% | Reduced |
| Treasurer of the State of North Carolina | 35,864 | $3.70M | 0.02% | −663−1.8% | Reduced |
| HighTower Advisors, LLC | 37,194 | $3.83M | 0.01% | +5,832+18.6% | Added |
| Toronto Dominion Bank | 38,059 | $3.92M | 0.01% | +16,298+74.9% | Added |
| First Trust Advisors LP | 38,374 | $3.95M | 0.00% | +29,343+324.9% | Added |
| Janus Henderson Group PLC | 39,460 | $4.07M | 0.00% | −97−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,309 | $4.15M | 0.02% | +907+2.3% | Added |
| Xcel Wealth Management, LLC | 40,765 | $4.20M | 1.47% | −247−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 41,998 | $4.33M | 0.02% | −118−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 42,733 | $4.40M | 0.03% | −6,127−12.5% | Reduced |
| Royal London Asset Management Ltd | 43,925 | $4.53M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 45,600 | $4.70M | 0.01% | +45,600 | New |
| State of Alaska, Department of Revenue | 46,253 | $4.76M | 0.06% | −1,156−2.4% | Reduced |
| Standard Life Aberdeen plc | 48,015 | $4.95M | 0.01% | +12,600+35.6% | Added |
| Manufacturers Life Insurance Company, The | 50,114 | $5.16M | 0.00% | +1,639+3.4% | Added |
| Mizuho Markets Americas LLC | 51,610 | $5.32M | 0.16% | +20,519+66.0% | Added |
| LPL Financial LLC | 53,862 | $5.55M | 0.00% | +5,719+11.9% | Added |
| Bank of Montreal | 53,841 | $5.67M | 0.00% | +17,005+46.2% | Added |
| Fisher Asset Management, LLC | 56,250 | $5.80M | 0.00% | −16,324−22.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 60,270 | $6.21M | 0.02% | +35,270+141.1% | Added |
| Retirement Systems of Alabama | 60,683 | $6.25M | 0.03% | −399−0.7% | Reduced |
| Stifel Financial Corp | 60,724 | $6.26M | 0.01% | −3,014−4.7% | Reduced |
| Davis Selected Advisers | 62,280 | $6.42M | 0.04% | +8,080+14.9% | Added |
| Squarepoint Ops LLC | 62,315 | $6.42M | 0.03% | +15,941+34.4% | Added |
| Lincluden Management Ltd | 64,386 | $6.63M | 0.81% | −475−0.7% | Reduced |
| Envestnet Asset Management Inc | 65,983 | $6.80M | 0.00% | +12,409+23.2% | Added |
| Mattern Capital Management, LLC | 66,583 | $6.86M | 1.00% | +4,135+6.6% | Added |
| Janney Capital Management LLC | 68,569 | $7.07M | 0.47% | +140.0% | Added |
| Employees Retirement System of Texas | 69,000 | $7.11M | 0.08% | +33,000+91.7% | Added |
| Ameriprise Financial Inc | 79,245 | $7.42M | 0.00% | −96,712−55.0% | Reduced |
| Amundi | 75,270 | $7.71M | 0.00% | −24,804−24.8% | Reduced |
| Yousif Capital Management, LLC | 75,357 | $7.77M | 0.09% | −2,244−2.9% | Reduced |
| AQR Capital Management LLC | 78,533 | $8.09M | 0.02% | +24,325+44.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,134 | $8.15M | 0.02% | +9,975+14.4% | Added |
| New York State Common Retirement Fund | 79,200 | $8.16M | 0.01% | −8,165−9.3% | Reduced |
| California State Teachers Retirement System | 79,702 | $8.21M | 0.01% | −4,096−4.9% | Reduced |
| Westwood Holdings Group Inc. | 80,346 | $8.28M | 0.07% | +24,846+44.8% | Added |
| New York State Teachers Retirement System | 81,339 | $8.38M | 0.02% | +10.0% | Added |
| RMB Capital Management, LLC | 84,172 | $8.67M | 0.26% | +5,036+6.4% | Added |
| Principal Financial Group Inc | 84,865 | $8.75M | 0.01% | −28,110−24.9% | Reduced |
| Guggenheim Capital LLC | 89,930 | $9.27M | 0.07% | +3,798+4.4% | Added |
| State of New Jersey Common Pension Fund D | 92,280 | $9.51M | 0.03% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 92,400 | $9.52M | 0.13% | +65,200+239.7% | Added |
| Advisor Group Holdings, Inc. | 93,121 | $9.61M | 0.02% | −7,055−7.0% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $10.3M | 0.88% | 00.0% | Unchanged |
| Prudential Financial Inc | 102,440 | $10.5M | 0.02% | −6,812−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 102,229 | $10.5M | 0.02% | +412+0.4% | Added |
| Janney Montgomery Scott LLC | 114,951 | $11.8M | 0.04% | −1,249−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 114,106 | $12.0M | 0.05% | −1,028−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 117,048 | $12.1M | 0.03% | +12,048+11.5% | Added |
| Citigroup Inc | 119,086 | $12.3M | 0.02% | +33,383+39.0% | Added |
| Centersquare Investment Management LLC | 119,227 | $12.3M | 0.14% | +79,158+197.6% | Added |
| AXA S.A. | 119,295 | $12.3M | 0.04% | −9,900−7.7% | Reduced |
| Alliancebernstein L.P. | 122,815 | $12.7M | 0.00% | −191−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 124,391 | $12.8M | 0.58% | −22,205−15.1% | Reduced |
| Russell Investments Group, Ltd. | 127,408 | $13.1M | 0.02% | +4,563+3.7% | Added |
| Raymond James & Associates | 129,142 | $13.3M | 0.01% | −3,011−2.3% | Reduced |
| STRS Ohio | 136,781 | $14.1M | 0.06% | +33,700+32.7% | Added |
| Barclays PLC | 137,904 | $14.2M | 0.01% | −216,118−61.0% | Reduced |
| Public Employees Retirement System of Ohio | 140,184 | $14.4M | 0.06% | +1,166+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 141,104 | $14.5M | 0.12% | +141,104 | New |
| Swiss National Bank | 144,600 | $14.9M | 0.01% | −16,700−10.4% | Reduced |
| Balyasny Asset Management LLC | 144,675 | $14.9M | 0.04% | +144,675 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 147,808 | $15.0M | 0.03% | −1,036−0.7% | Reduced |
| Credit Suisse AG | 149,826 | $15.4M | 0.02% | +2,495+1.7% | Added |
| Deutsche Bank AG | 151,335 | $15.6M | 0.01% | −9,602−6.0% | Reduced |