Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 154,035 | $15.9M | 0.01% | −5,448−3.4% | Reduced |
| State of Tennessee, Treasury Department | 155,514 | $16.0M | 0.06% | −4,037−2.5% | Reduced |
| Rhumbline Advisers | 160,985 | $16.6M | 0.02% | −2,184−1.3% | Reduced |
| Point72 Asset Management, L.P. | 165,107 | $17.0M | 0.05% | +164,748+45,890.8% | Added |
| Bank of America Corp | 171,894 | $17.7M | 0.00% | +28,660+20.0% | Added |
| Cbre Clarion Securities LLC | 176,040 | $18.1M | 0.33% | +113,783+182.8% | Added |
| Masterton Capital Management, LP | 179,753 | $18.5M | 16.01% | +26,107+17.0% | Added |
| Qube Research & Technologies Ltd | 182,768 | $18.8M | 0.04% | +110,517+153.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,256 | $18.9M | 0.01% | +3,360+1.9% | Added |
| RWC Asset Management LLP | 184,744 | $19.0M | 1.15% | −10,534−5.4% | Reduced |
| UBS Group AG | 185,462 | $19.1M | 0.01% | +29,639+19.0% | Added |
| Heitman Real Estate Securities LLC | 207,700 | $21.4M | 1.15% | +195,137+1,553.3% | Added |
| Royal Bank of Canada | 224,840 | $23.2M | 0.01% | +109,858+95.5% | Added |
| Schroder Investment Management Group | 257,219 | $26.5M | 0.03% | −5,748−2.2% | Reduced |
| Victory Capital Management Inc | 280,472 | $28.9M | 0.03% | +15,173+5.7% | Added |
| Marshall Wace, LLP | 283,868 | $29.3M | 0.06% | +283,868 | New |
| Price T Rowe Associates Inc | 289,650 | $29.9M | 0.00% | −1360.0% | Reduced |
| CBOE Vest Financial, LLC | 305,924 | $31.5M | 1.18% | +84,748+38.3% | Added |
| SEI Investments Co | 314,038 | $32.4M | 0.05% | −3,308−1.0% | Reduced |
| Millennium Management LLC | 328,878 | $33.9M | 0.03% | +123,129+59.8% | Added |
| Nomura Asset Management Co Ltd | 369,521 | $38.1M | 0.16% | +34,352+10.2% | Added |
| Macquarie Group Ltd | 371,643 | $38.3M | 0.04% | +7,629+2.1% | Added |
| FMR LLC | 387,517 | $39.9M | 0.00% | +251,699+185.3% | Added |
| HSBC Holdings PLC | 387,339 | $39.9M | 0.04% | −81,399−17.4% | Reduced |
| Alyeska Investment Group, L.P. | 404,877 | $41.7M | 0.28% | −523,262−56.4% | Reduced |
| Goldman Sachs Group Inc | 407,585 | $42.0M | 0.01% | +93,048+29.6% | Added |
| Nuveen Asset Management, LLC | 418,568 | $43.2M | 0.01% | +102,377+32.4% | Added |
| APG Asset Management US Inc. | 470,232 | $48.5M | 0.30% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 511,400 | $52.7M | 0.11% | +173,500+51.3% | Added |
| PGGM Investments | 600,368 | $61.9M | 0.94% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 719,742 | $74.2M | 0.02% | +11,859+1.7% | Added |
| UBS Asset Management Americas Inc | 727,970 | $75.0M | 0.03% | +62,700+9.4% | Added |
| Northwood Liquid Management LP | 738,527 | $76.1M | 6.91% | +39,400+5.6% | Added |
| Northern Trust Corp | 753,480 | $77.6M | 0.01% | −270,978−26.5% | Reduced |
| Clark Capital Management Group, Inc. | 836,045 | $86.2M | 0.71% | +156,070+23.0% | Added |
| Wells Fargo & Company | 871,364 | $89.8M | 0.03% | −36,706−4.0% | Reduced |
| Morgan Stanley | 950,550 | $98.0M | 0.01% | −27,459−2.8% | Reduced |
| Legal & General Group Plc | 954,616 | $98.4M | 0.03% | +52,797+5.9% | Added |
| Dimensional Fund Advisors LP | 1,100,434 | $113.4M | 0.03% | −19,878−1.8% | Reduced |
| Citadel Advisors LLC | 1,150,287 | $118.5M | 0.12% | +1,135,204+7,526.4% | Added |
| Charles Schwab Investment Management Inc | 1,155,825 | $119.1M | 0.03% | +40,984+3.7% | Added |
| Massachusetts Financial Services Co | 1,355,907 | $139.7M | 0.05% | +469,425+53.0% | Added |
| ProShare Advisors LLC | 1,812,047 | $186.7M | 0.57% | +46,442+2.6% | Added |
| Geode Capital Management, LLC | 1,824,356 | $187.8M | 0.02% | +33,015+1.8% | Added |
| Invesco Ltd. | 2,022,366 | $208.4M | 0.05% | +109,430+5.7% | Added |
| Capital Research Global Investors | 2,411,353 | $248.5M | 0.06% | −3,548,951−59.5% | Reduced |
| Resolution Capital Ltd | 3,070,281 | $316.4M | 5.74% | +156,958+5.4% | Added |
| JPMorgan Chase & Co | 4,124,381 | $425.0M | 0.04% | −593,022−12.6% | Reduced |
| State Street Corp | 6,867,903 | $715.1M | 0.03% | +108,110+1.6% | Added |
| Norges Bank | 7,213,760 | $743.4M | 0.13% | +1,1340.0% | Added |
| BlackRock Inc. | 8,169,558 | $841.9M | 0.02% | +226,201+2.8% | Added |
| Vanguard Group Inc | 12,537,369 | $1.29B | 0.03% | −88,328−0.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −175,450−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −171,251−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −117,432−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −103,988−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −63,679−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,165−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −13,140−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,958−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,595−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,326−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,993−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Creegan & Nassoura Financial Group, LLC | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |