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 |
|---|---|---|---|---|---|
| Bank of Montreal | 53,841 | $5.67M | 0.00% | +17,005+46.2% | Added |
| LPL Financial LLC | 53,862 | $5.55M | 0.00% | +5,719+11.9% | Added |
| Mizuho Markets Americas LLC | 51,610 | $5.32M | 0.16% | +20,519+66.0% | Added |
| Manufacturers Life Insurance Company, The | 50,114 | $5.16M | 0.00% | +1,639+3.4% | Added |
| Standard Life Aberdeen plc | 48,015 | $4.95M | 0.01% | +12,600+35.6% | Added |
| State of Alaska, Department of Revenue | 46,253 | $4.76M | 0.06% | −1,156−2.4% | Reduced |
| Renaissance Technologies LLC | 45,600 | $4.70M | 0.01% | +45,600 | New |
| Royal London Asset Management Ltd | 43,925 | $4.53M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 42,733 | $4.40M | 0.03% | −6,127−12.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 41,998 | $4.33M | 0.02% | −118−0.3% | Reduced |
| Xcel Wealth Management, LLC | 40,765 | $4.20M | 1.47% | −247−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,309 | $4.15M | 0.02% | +907+2.3% | Added |
| Janus Henderson Group PLC | 39,460 | $4.07M | 0.00% | −97−0.2% | Reduced |
| First Trust Advisors LP | 38,374 | $3.95M | 0.00% | +29,343+324.9% | Added |
| Toronto Dominion Bank | 38,059 | $3.92M | 0.01% | +16,298+74.9% | Added |
| HighTower Advisors, LLC | 37,194 | $3.83M | 0.01% | +5,832+18.6% | Added |
| Treasurer of the State of North Carolina | 35,864 | $3.70M | 0.02% | −663−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 32,354 | $3.33M | 0.04% | −24,123−42.7% | Reduced |
| CIBC World Markets Corp | 31,946 | $3.29M | 0.02% | +27,896+688.8% | Added |
| State of Wisconsin Investment Board | 31,374 | $3.23M | 0.01% | −20,792−39.9% | Reduced |
| Van Eck Associates Corp | 30,927 | $3.19M | 0.01% | +3,892+14.4% | Added |
| The PNC Financial Services Group, Inc. | 30,865 | $3.18M | 0.00% | −6,415−17.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,780 | $3.17M | 0.02% | +16,028+108.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 30,677 | $3.16M | 0.06% | +30,677 | New |
| Pictet Asset Management Holding SA | 29,916 | $3.08M | 0.00% | −153−0.5% | Reduced |
| FIL Ltd | 29,411 | $3.03M | 0.00% | −2,000−6.4% | Reduced |
| Vert Asset Management LLC | 28,736 | $2.96M | 1.28% | −1,528−5.0% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 28,551 | $2.94M | 0.85% | +11,132+63.9% | Added |
| Teacher Retirement System of Texas | 28,496 | $2.94M | 0.02% | −14,740−34.1% | Reduced |
| Kinloch Capital, LLC | 27,437 | $2.83M | 1.80% | −4,316−13.6% | Reduced |
| Daiwa Securities Group Inc. | 26,610 | $2.74M | 0.02% | −756−2.8% | Reduced |
| HRT Financial LP | 26,206 | $2.70M | 0.02% | −27,114−50.9% | Reduced |
| Voya Investment Management LLC | 25,132 | $2.59M | 0.00% | −1,684−6.3% | Reduced |
| Jump Financial, LLC | 23,935 | $2.47M | 0.08% | +19,862+487.7% | Added |
| UniSuper Management Pty Ltd | 23,870 | $2.46M | 0.03% | +870+3.8% | Added |
| Comerica Bank | 23,490 | $2.42M | 0.01% | −232−1.0% | Reduced |
| Susquehanna International Group, LLP | 23,416 | $2.41M | 0.00% | −111,218−82.6% | Reduced |
| Intact Investment Management Inc. | 23,400 | $2.41M | 0.10% | 00.0% | Unchanged |
| American Century Companies Inc | 22,916 | $2.36M | 0.00% | +1,407+6.5% | Added |
| Ensign Peak Advisors, Inc | 22,890 | $2.36M | 0.00% | +2,700+13.4% | Added |
| AlTi Global, Inc. | 22,519 | $2.35M | 0.07% | +22,519 | New |
| Amalgamated Bank | 22,709 | $2.34M | 0.02% | −1,315−5.5% | Reduced |
| Vident Advisory, LLC | 22,367 | $2.30M | 0.06% | +20+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,021 | $2.27M | 0.00% | −2,051−8.5% | Reduced |
| Peapack Gladstone Financial Corp | 21,924 | $2.26M | 0.04% | −640−2.8% | Reduced |
| Blackhawk Capital Partners LLC. | 21,149 | $2.18M | 1.48% | −1,041−4.7% | Reduced |
| Colony Group, LLC | 20,763 | $2.14M | 0.03% | +20,763 | New |
| Arizona State Retirement System | 20,511 | $2.11M | 0.02% | −378−1.8% | Reduced |
| Quadrature Capital Ltd | 20,357 | $2.10M | 0.04% | +20,357 | New |
| Campbell & CO Investment Adviser LLC | 20,237 | $2.09M | 0.19% | +7,545+59.4% | Added |
| State of Michigan Retirement System | 20,162 | $2.08M | 0.01% | +100+0.5% | Added |
| Trillium Asset Management, LLC | 19,997 | $2.06M | 0.06% | +1,845+10.2% | Added |
| 1832 Asset Management L.P. | 19,700 | $2.03M | 0.00% | +6,300+47.0% | Added |
| American International Group, Inc. | 19,325 | $1.99M | 0.01% | −152−0.8% | Reduced |
| SG Americas Securities, LLC | 19,305 | $1.99M | 0.02% | +6,897+55.6% | Added |
| Quantinno Capital Management LP | 18,959 | $1.95M | 0.07% | +9,171+93.7% | Added |
| Jane Street Group, LLC | 18,804 | $1.94M | 0.00% | −7,611−28.8% | Reduced |
| Avantax Advisory Services, Inc. | 18,616 | $1.92M | 0.02% | +677+3.8% | Added |
| New York Life Investment Management LLC | 18,582 | $1.91M | 0.02% | −303−1.6% | Reduced |
| MetLife Investment Management | 17,973 | $1.85M | 0.01% | −319−1.7% | Reduced |
| Point72 Europe (London) LLP | 17,872 | $1.84M | 0.23% | +17,872 | New |
| Kesler, Norman & Wride, LLC | 17,734 | $1.83M | 0.42% | +169+1.0% | Added |
| Cinctive Capital Management LP | 17,545 | $1.81M | 0.13% | +17,545 | New |
| Franklin Resources Inc | 17,304 | $1.78M | 0.00% | +757+4.6% | Added |
| Marex Group plc | 17,002 | $1.75M | 0.07% | +17,002 | New |
| Algert Global LLC | 16,248 | $1.67M | 0.07% | 00.0% | Unchanged |
| Natixis | 16,112 | $1.66M | 0.01% | +16,112 | New |
| MML Investors Services, LLC | 16,097 | $1.66M | 0.01% | +424+2.7% | Added |
| Oak Thistle LLC | 16,069 | $1.66M | 0.48% | +8,324+107.5% | Added |
| Tudor Investment Corp Et Al | 16,023 | $1.65M | 0.02% | +16,023 | New |
| Steward Partners Investment Advisory, LLC | 15,791 | $1.63M | 0.02% | +73+0.5% | Added |
| Handelsbanken Fonder AB | 15,600 | $1.61M | 0.01% | 00.0% | Unchanged |
| Lasalle Investment Management Securities LLC | 15,464 | $1.59M | 0.06% | 00.0% | Unchanged |
| Texas Permanent School Fund | 14,555 | $1.50M | 0.01% | −523−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 14,390 | $1.48M | 0.02% | −5,211−26.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,354 | $1.48M | 0.00% | +2,885+25.2% | Added |
| Two Sigma Investments, LP | 14,211 | $1.46M | 0.00% | +14,211 | New |
| Twinbeech Capital LP | 14,161 | $1.46M | 0.02% | +14,161 | New |
| Utah Retirement Systems | 13,970 | $1.44M | 0.02% | +100+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,808 | $1.42M | 0.00% | +721+5.5% | Added |
| Storebrand Asset Management AS | 13,709 | $1.41M | 0.01% | −500−3.5% | Reduced |
| Nomura Holdings Inc | 13,053 | $1.35M | 0.01% | +13,053 | New |
| TD Asset Management Inc | 13,004 | $1.34M | 0.00% | −93−0.7% | Reduced |
| Chartwell Investment Partners, LLC | 12,864 | $1.33M | 0.05% | −1,441−10.1% | Reduced |
| Czech National Bank | 12,866 | $1.33M | 0.02% | +43+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,826 | $1.32M | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 12,432 | $1.28M | 0.01% | +12,432 | New |
| Spirit of America Management Corp | 12,400 | $1.28M | 0.28% | −200−1.6% | Reduced |
| Brown Advisory Inc | 11,806 | $1.22M | 0.00% | +4,581+63.4% | Added |
| Pictet & Cie (Europe) SA | 11,620 | $1.20M | 0.04% | −153−1.3% | Reduced |
| Quest Partners LLC | 11,194 | $1.15M | 0.25% | +11,194 | New |
| Public Sector Pension Investment Board | 11,017 | $1.14M | 0.01% | +3,180+40.6% | Added |
| M&T Bank Corp | 10,708 | $1.10M | 0.00% | −413−3.7% | Reduced |
| CIBC Asset Management Inc | 10,376 | $1.07M | 0.00% | −240−2.3% | Reduced |
| ING Groep NV | 10,057 | $1.04M | 0.01% | +846+9.2% | Added |
| Rafferty Asset Management, LLC | 9,854 | $1.02M | 0.00% | +1,654+20.2% | Added |
| Mutual of America Capital Management LLC | 9,826 | $1.01M | 0.01% | −439−4.3% | Reduced |
| Meridian Wealth Management, LLC | 9,797 | $1.01M | 0.06% | +9,797 | New |
| Stableford Capital II LLC | 9,821 | $1.00M | 0.43% | +9,821 | New |
| Xponance, Inc. | 9,442 | $973.0K | 0.01% | −1,881−16.6% | Reduced |