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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 2,598 | $267.7K | 0.00% | +2,598 | New |
| Private Advisor Group, LLC | 2,576 | $265.5K | 0.00% | +2,576 | New |
| Handelsinvest Investeringsforvaltning | 2,552 | $263.0K | 0.11% | +2,552 | New |
| CWA Asset Management Group, LLC | 2,546 | $262.4K | 0.02% | +2,546 | New |
| Panagora Asset Management Inc | 2,532 | $260.9K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,478 | $255.4K | 0.02% | +2,478 | New |
| CI Private Wealth, LLC | 2,473 | $254.8K | 0.00% | −567−18.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,463 | $254.4K | 0.00% | +68+2.8% | Added |
| Keybank National Association | 2,467 | $254.2K | 0.00% | −60−2.4% | Reduced |
| Baird Financial Group, Inc. | 2,449 | $252.4K | 0.00% | −869−26.2% | Reduced |
| Heritage Investors Management Corp | 2,384 | $246.0K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,379 | $245.1K | 0.28% | −734−23.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,326 | $239.7K | 0.01% | +9+0.4% | Added |
| Harvest Portfolios Group Inc. | 2,315 | $238.6K | 0.01% | −629−21.4% | Reduced |
| Fifth Third Bancorp | 2,276 | $234.5K | 0.00% | −1,005−30.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,271 | $234.0K | 0.13% | −295−11.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,211 | $227.8K | 0.00% | +2,211 | New |
| GTS Securities LLC | 2,209 | $227.6K | 0.00% | +2,209 | New |
| Powell Investment Advisors, LLC | 2,183 | $227.3K | 0.13% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,179 | $224.5K | 0.05% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,150 | $221.6K | 0.06% | +2,150 | New |
| Kapitalo Investimentos Ltda | 2,100 | $216.4K | 0.04% | −1,002−32.3% | Reduced |
| Inceptionr LLC | 2,100 | $216.4K | 0.15% | −860−29.1% | Reduced |
| Wealthspire Advisors, LLC | 2,081 | $215.3K | 0.00% | −3,394−62.0% | Reduced |
| Kaizen Financial Strategies | 2,084 | $214.7K | 0.16% | −496−19.2% | Reduced |
| Credit Agricole S A | 2,078 | $214.1K | 0.00% | +1,388+201.2% | Added |
| RB Capital Management, LLC | 2,058 | $212.1K | 0.06% | −723−26.0% | Reduced |
| Creative Financial Designs Inc | 2,038 | $210.0K | 0.02% | +1,085+113.9% | Added |
| BancorpSouth Bank | 2,000 | $206.1K | 0.02% | +2,000 | New |
| Financial Network Wealth Management LLC | 2,000 | $206.0K | 0.09% | +2,000 | New |
| Cipher Capital LP | 1,993 | $205.4K | 0.07% | +1,993 | New |
| Infrastructure Capital Advisors, LLC | 1,968 | $202.8K | 0.03% | +1,968 | New |
| Loudon Investment Management, LLC | 1,965 | $202.5K | 0.13% | −11,594−85.5% | Reduced |
| Brevan Howard Capital Management LP | 1,953 | $201.3K | 0.02% | +1,953 | New |
| iA Global Asset Management Inc. | 1,859 | $192.0K | 0.00% | +1,859 | New |
| Meeder Asset Management Inc | 1,834 | $189.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,697 | $174.9K | 0.04% | −818−32.5% | Reduced |
| GAMMA Investing LLC | 1,707 | $173.7K | 0.05% | +1,707 | New |
| Federated Hermes, Inc. | 1,633 | $168.3K | 0.00% | −21−1.3% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $167.9K | 0.02% | +14+0.9% | Added |
| Old Point Trust & Financial Services N A | 1,616 | $166.5K | 0.07% | +1,616 | New |
| Garde Capital, Inc. | 1,608 | $166.0K | 0.01% | +1,608 | New |
| Capstone Investment Advisors, LLC | 1,437 | $148.1K | 0.00% | +1,437 | New |
| Horizon Investments, LLC | 1,348 | $138.9K | 0.00% | +50+3.9% | Added |
| KBC Group NV | 1,322 | $136.0K | 0.00% | +153+13.1% | Added |
| Allworth Financial LP | 1,213 | $125.0K | 0.00% | +2+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $122.9K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 1,184 | $122.0K | 0.00% | +1,117+1,667.2% | Added |
| C M Bidwell & Associates Ltd | 1,158 | $119.3K | 0.09% | +8+0.7% | Added |
| Global Retirement Partners, LLC | 1,150 | $117.2K | 0.00% | +416+56.7% | Added |
| CWM, LLC | 1,095 | $113.0K | 0.00% | +42+4.0% | Added |
| Exchange Traded Concepts, LLC | 1,064 | $109.6K | 0.00% | +1,064 | New |
| Carmichael Hill & Associates, Inc. | 1,061 | $109.3K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,013 | $104.0K | 0.00% | +7+0.7% | Added |
| Whittier Trust Co | 1,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 883 | $91.0K | 0.00% | −1,701−65.8% | Reduced |
| Ci Investments Inc. | 842 | $87.0K | 0.00% | +62+7.9% | Added |
| Signaturefd, LLC | 840 | $86.5K | 0.00% | +169+25.2% | Added |
| Acadian Asset Management LLC | 762 | $78.0K | 0.00% | +762 | New |
| Point72 Hong Kong Ltd | 698 | $71.9K | 0.00% | +698 | New |
| Quadrant Capital Group LLC | 687 | $70.8K | 0.01% | −21−3.0% | Reduced |
| Brookfield Asset Management Inc. | 665 | $68.5K | 0.00% | +665 | New |
| Bartlett & Co. Wealth Management LLC | 650 | $68.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 650 | $68.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 631 | $65.0K | 0.00% | −35−5.3% | Reduced |
| ZRC Wealth Management, LLC | 700 | $63.4K | 0.04% | +700 | New |
| Migdal Insurance & Financial Holdings Ltd. | 574 | $60.0K | 0.00% | +97+20.3% | Added |
| Delta Asset Management LLC | 525 | $54.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $51.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 492 | $50.7K | 0.04% | +492 | New |
| Quarry LP | 485 | $50.0K | 0.03% | +485 | New |
| Rothschild Investment LLC | 419 | $43.2K | 0.00% | +419 | New |
| Sugarloaf Wealth Management, LLC | 419 | $43.1K | 0.01% | +5+1.2% | Added |
| Farther Finance Advisors, LLC | 399 | $41.1K | 0.00% | +35+9.6% | Added |
| Clarity Asset Management, Inc. | 397 | $40.9K | 0.03% | +397 | New |
| Sentry Investment Management LLC | 384 | $40.0K | 0.02% | −41−9.6% | Reduced |
| Tidemark, LLC | 384 | $39.6K | 0.02% | +384 | New |
| Benjamin F. Edwards & Company, Inc. | 350 | $36.0K | 0.00% | −59−14.4% | Reduced |
| Penserra Capital Management LLC | 334 | $34.0K | 0.00% | −71−17.5% | Reduced |
| Toth Financial Advisory Corp | 320 | $33.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 301 | $31.0K | 0.01% | +31+11.5% | Added |
| EverSource Wealth Advisors, LLC | 290 | $29.9K | 0.00% | −214−42.5% | Reduced |
| M&R Capital Management Inc | 270 | $27.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 270 | $27.8K | 0.00% | −1,999−88.1% | Reduced |
| Harbour Investments, Inc. | 268 | $27.6K | 0.00% | +23+9.4% | Added |
| Parkside Financial Bank & Trust | 251 | $25.9K | 0.00% | −170−40.4% | Reduced |
| Highlander Capital Management, LLC | 250 | $25.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 240 | $24.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 221 | $22.8K | 0.00% | −206−48.2% | Reduced |
| Parallel Advisors, LLC | 218 | $22.5K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 206 | $21.2K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 200 | $20.6K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 167 | $17.2K | 0.00% | +2+1.2% | Added |
| NBC Securities, Inc. | 164 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $15.5K | 0.01% | +150 | New |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 132 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 129 | $13.6K | 0.00% | +129 | New |
| Aspect Partners, LLC | 124 | $12.8K | 0.01% | +124 | New |