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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 9,430 | $971.8K | 0.03% | +5,776+158.1% | Added |
| FourThought Financial Partners, LLC | 9,373 | $965.9K | 0.12% | −243−2.5% | Reduced |
| Cetera Advisor Networks LLC | 9,339 | $962.4K | 0.01% | +467+5.3% | Added |
| Lecap Asset Management Ltd | 9,302 | $958.6K | 0.35% | +9,302 | New |
| Nissay Asset Management Corp | 8,901 | $917.2K | 0.01% | +127+1.4% | Added |
| Point72 Middle East FZE | 8,624 | $888.7K | 0.06% | −7,762−47.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,607 | $887.0K | 0.00% | −2,271−20.9% | Reduced |
| JB Capital LLC | 8,427 | $868.4K | 0.06% | +1,597+23.4% | Added |
| Ossiam | 8,169 | $841.8K | 0.01% | −3,599−30.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,982 | $823.0K | 0.09% | −173−2.1% | Reduced |
| Independent Advisor Alliance | 7,974 | $821.7K | 0.03% | −2,572−24.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,953 | $820.0K | 0.00% | −513−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,916 | $815.7K | 0.03% | −155−1.9% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $812.5K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,743 | $797.9K | 0.01% | +1,346+21.0% | Added |
| Fort Point Capital Partners LLC | 7,684 | $791.8K | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 7,644 | $787.7K | 0.00% | −627−7.6% | Reduced |
| First National Trust Co | 7,424 | $765.0K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $755.9K | 0.54% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 7,048 | $726.3K | 0.30% | +4,617+189.9% | Added |
| Pathstone Holdings, LLC | 6,830 | $706.5K | 0.00% | +6,830 | New |
| Creative Planning | 6,768 | $697.4K | 0.00% | +1,512+28.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,574 | $677.0K | 0.00% | +1,721+35.5% | Added |
| NewEdge Wealth, LLC | 6,407 | $660.2K | 0.02% | −2,502−28.1% | Reduced |
| PFG Investments, LLC | 6,308 | $650.0K | 0.12% | −1,408−18.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,293 | $649.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,253 | $644.4K | 0.49% | +6,253 | New |
| Maryland State Retirement & Pension System | 6,223 | $641.3K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,218 | $640.8K | 0.03% | +406+7.0% | Added |
| Norinchukin Bank, The | 6,134 | $632.1K | 0.01% | −492−7.4% | Reduced |
| Ethic Inc. | 6,088 | $627.4K | 0.02% | +1,030+20.4% | Added |
| Bailard, Inc. | 5,913 | $609.3K | 0.02% | +1,019+20.8% | Added |
| Kentucky Retirement Systems | 5,878 | $605.7K | 0.02% | +93+1.6% | Added |
| Rodgers Brothers Inc. | 5,875 | $605.4K | 0.10% | −50−0.8% | Reduced |
| PEAK6 Investments LLC | 5,839 | $601.7K | 0.03% | +3,573+157.7% | Added |
| Bank of Nova Scotia | 5,823 | $599.9K | 0.00% | +793+15.8% | Added |
| Cetera Investment Advisers | 5,797 | $597.4K | 0.00% | −859−12.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,744 | $591.9K | 0.01% | +100+1.8% | Added |
| Commonwealth Equity Services, LLC | 5,354 | $552.0K | 0.00% | −622−10.4% | Reduced |
| Csenge Advisory Group | 5,286 | $544.7K | 0.03% | +647+13.9% | Added |
| Montgomery Investment Management Inc | 5,280 | $544.1K | 0.17% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,239 | $539.9K | 0.03% | −49−0.9% | Reduced |
| Mariner, LLC | 5,175 | $533.2K | 0.00% | −1,089−17.4% | Reduced |
| Pearl River Capital, LLC | 5,173 | $533.1K | 0.09% | −5,125−49.8% | Reduced |
| DoubleLine ETF Adviser LP | 5,075 | $523.0K | 0.15% | +5,075 | New |
| Prospera Financial Services Inc | 5,019 | $517.2K | 0.02% | −1,072−17.6% | Reduced |
| Ofi Invest Asset Management | 5,510 | $514.0K | 0.02% | −1,219−18.1% | Reduced |
| Hartford Investment Management Co | 4,941 | $509.2K | 0.02% | −51−1.0% | Reduced |
| Park Avenue Securities LLC | 4,928 | $508.0K | 0.01% | +1,782+56.6% | Added |
| Lockheed Martin Investment Management Co | 4,765 | $499.6K | 0.04% | −1,300−21.4% | Reduced |
| Pacer Advisors, Inc. | 4,844 | $499.2K | 0.00% | +259+5.6% | Added |
| Fox Run Management, L.L.C. | 4,783 | $492.9K | 0.13% | +4,783 | New |
| Nebula Research & Development LLC | 4,742 | $488.7K | 0.15% | +4,742 | New |
| NovaPoint Capital, LLC | 4,731 | $487.5K | 0.18% | −485−9.3% | Reduced |
| Securian Asset Management, Inc | 4,636 | $477.7K | 0.01% | −559−10.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,581 | $472.1K | 0.12% | −15−0.3% | Reduced |
| JustInvest LLC | 4,525 | $466.3K | 0.01% | −16−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,473 | $461.0K | 0.01% | −64−1.4% | Reduced |
| Everence Capital Management Inc | 4,450 | $459.0K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,400 | $453.4K | 0.01% | −100−2.2% | Reduced |
| Boothbay Fund Management, LLC | 4,369 | $450.2K | 0.02% | +4,369 | New |
| MQS Management LLC | 4,327 | $445.9K | 0.25% | −147−3.3% | Reduced |
| Northwest & Ethical Investments L.P. | 4,277 | $440.7K | 0.01% | −252−5.6% | Reduced |
| Principal Securities, Inc. | 4,251 | $438.1K | 0.02% | +4,251 | New |
| GWM Advisors LLC | 4,272 | $437.0K | 0.00% | +2,023+90.0% | Added |
| Sigma Planning Corp | 4,064 | $418.8K | 0.03% | −6,763−62.5% | Reduced |
| Lido Advisors, LLC | 4,021 | $418.7K | 0.00% | −10,996−73.2% | Reduced |
| Equitable Holdings, Inc. | 4,033 | $415.6K | 0.01% | +547+15.7% | Added |
| Dynamic Technology Lab Private Ltd | 3,981 | $410.0K | 0.04% | +3,981 | New |
| BLB&B Advisors, LLC | 3,937 | $405.7K | 0.03% | −515−11.6% | Reduced |
| Neuberger Berman Group LLC | 3,911 | $403.0K | 0.00% | −167−4.1% | Reduced |
| Sandy Spring Bank | 3,870 | $398.8K | 0.02% | +449+13.1% | Added |
| New Mexico Educational Retirement Board | 3,850 | $397.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 3,826 | $394.3K | 0.22% | +3,826 | New |
| Monetary Management Group Inc | 3,750 | $386.4K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,722 | $383.6K | 0.00% | +99+2.7% | Added |
| US Bancorp | 3,686 | $379.8K | 0.00% | −1,675−31.2% | Reduced |
| Glenmede Trust Co NA | 3,673 | $378.5K | 0.00% | +212+6.1% | Added |
| IFP Advisors, Inc | 3,619 | $373.0K | 0.02% | −498−12.1% | Reduced |
| Mackenzie Financial Corp | 3,589 | $369.8K | 0.00% | −16,526−82.2% | Reduced |
| 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 |
| AE Wealth Management LLC | 3,400 | $352.3K | 0.00% | +580+20.6% | Added |
| Bayesian Capital Management, LP | 3,407 | $351.1K | 0.04% | +3,407 | New |
| Apollon Wealth Management, LLC | 3,280 | $338.0K | 0.01% | −204−5.9% | Reduced |
| Morningstar Investment Management LLC | 3,265 | $336.0K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,188 | $329.0K | 0.00% | −30−0.9% | Reduced |
| Intrua Financial, LLC | 3,147 | $324.3K | 0.05% | +229+7.8% | Added |
| Gsa Capital Partners LLP | 3,145 | $324.0K | 0.03% | +3,145 | New |
| Aviva PLC | 3,113 | $320.8K | 0.00% | −10−0.3% | Reduced |
| Fiduciary Group LLC | 3,075 | $316.9K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,027 | $311.9K | 0.00% | −9,222−75.3% | Reduced |
| Trust Co of Vermont | 3,017 | $310.9K | 0.02% | +1,717+132.1% | Added |
| Captrust Financial Advisors | 2,987 | $307.8K | 0.00% | +347+13.1% | Added |
| Cetera Advisors LLC | 2,968 | $305.9K | 0.00% | +266+9.8% | Added |
| Machina Capital S.A.S. | 2,902 | $299.1K | 0.19% | +2,902 | New |
| KCM Investment Advisors LLC | 2,896 | $298.4K | 0.01% | −69−2.3% | Reduced |
| Strategy Asset Managers LLC | 2,837 | $292.3K | 0.07% | −140−4.7% | Reduced |
| Modera Wealth Management, LLC | 2,713 | $279.6K | 0.00% | +70+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,617 | $269.7K | 0.02% | +34+1.3% | Added |