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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.

Institutional holdersQ4 2023: 452 institutions
Q1 2021: 388 institutionsQ2 2021: 400 institutionsQ3 2021: 414 institutionsQ4 2021: 343 institutionsQ1 2022: 399 institutionsQ2 2022: 402 institutionsQ3 2022: 389 institutionsQ4 2022: 428 institutionsQ1 2023: 434 institutionsQ2 2023: 416 institutionsQ3 2023: 415 institutionsQ4 2023: 452 institutionsQ1 2024: 448 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 490 institutionsQ1 2025: 481 institutionsQ2 2025: 491 institutionsQ3 2025: 510 institutionsQ4 2025: 527 institutionsQ1 2026: 560 institutionsQ2 2026: 623 institutions
Value heldQ4 2023: $8.03B
Q1 2021: $7.49BQ2 2021: $8.81BQ3 2021: $8.81BQ4 2021: $7.56BQ1 2022: $8.95BQ2 2022: $7.19BQ3 2022: $6.98BQ4 2022: $7.97BQ1 2023: $7.65BQ2 2023: $7.63BQ3 2023: $7.14BQ4 2023: $8.03BQ1 2024: $8.12BQ2 2024: $7.98BQ3 2024: $9.34BQ4 2024: $9.53BQ1 2025: $8.08BQ2 2025: $7.79BQ3 2025: $7.70BQ4 2025: $8.47BQ1 2026: $8.33BQ2 2026: $10.6B
Institutions holding FRT and their total value by quarter
QuarterHoldersValue
Q2 2026623$10.6B
Q1 2026560$8.33B
Q4 2025527$8.47B
Q3 2025510$7.70B
Q2 2025491$7.79B
Q1 2025481$8.08B
Q4 2024490$9.53B
Q3 2024505$9.34B
Q2 2024452$7.98B
Q1 2024448$8.12B
Q4 2023452$8.03B
Q3 2023415$7.14B
Q2 2023416$7.63B
Q1 2023434$7.65B
Q4 2022428$7.97B
Q3 2022389$6.98B
Q2 2022402$7.19B
Q1 2022399$8.95B
Q4 2021343$7.56B
Q3 2021414$8.81B
Q2 2021400$8.81B
Q1 2021388$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.

Institutions holding FRT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC107$12.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.114$11.7K0.00%00.0%Unchanged
Valley National Advisers Inc115$11.0K0.00%+10+9.5%Added
Byrne Asset Management LLC100$10.5K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.100$10.3K0.01%−100−50.0%Reduced
TD Private Client Wealth LLC100$10.3K0.00%−27−21.3%Reduced
Brown Brothers Harriman & Co100$10.3K0.00%00.0%Unchanged
Group One Trading, L.P.100$10.3K0.00%00.0%Unchanged
MV Capital Management, Inc.89$9.17K0.00%−4−4.3%Reduced
Tfo-TDC, LLC88$9.07K0.00%00.0%Unchanged
GW&K Investment Management, LLC83$9.00K0.00%+4+5.1%Added
Ronald Blue Trust, Inc.94$9.00K0.00%+71+308.7%Added
Venturi Wealth Management, LLC84$8.66K0.00%+12+16.7%Added
Massmutual Trust Co FSB84$8.66K0.00%−4−4.5%Reduced
DAGCO, Inc.78$8.04K0.01%+78New
Dynamic Wealth Strategies, LLC78$8.04K0.01%+78New
Smartleaf Asset Management LLC65$6.85K0.00%+65New
Spire Wealth Management68$6.84K0.00%−1−1.4%Reduced
Turtle Creek Wealth Advisors, LLC66$6.80K0.00%+66New
SRS Capital Advisors, Inc.65$6.69K0.00%−62−48.8%Reduced
Financial Freedom, LLC62$6.36K0.00%+1+1.6%Added
Lindbrook Capital, LLC60$6.18K0.00%+32+114.3%Added
Bell Investment Advisors, Inc58$5.98K0.00%−8−12.1%Reduced
Huntington National Bank56$5.80K0.00%−293−84.0%Reduced
Atticus Wealth Management, LLC50$5.15K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc49$5.05K0.00%00.0%Unchanged
Private Trust Co NA39$4.02K0.00%−6−13.3%Reduced
Glassman Wealth Services35$3.61K0.00%−137−79.7%Reduced
Zions Bancorporation, N.A.33$3.40K0.00%00.0%Unchanged
City State Bank29$3.00K0.00%00.0%Unchanged
National Bank of Canada25$2.61K0.00%−263−91.3%Reduced
Advisory Services Network, LLC25$2.58K0.00%+25New
Sound Income Strategies, LLC20$2.06K0.00%00.0%Unchanged
Covestor Ltd15$2.00K0.00%+2+15.4%Added
Versant Capital Management, Inc19$1.96K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC19$1.96K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC16$1.67K0.00%00.0%Unchanged
MCF Advisors LLC16$1.65K0.00%00.0%Unchanged
Caitlin John, LLC15$1.58K0.00%+15New
Kozak & Associates, Inc.15$1.55K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc12$1.24K0.00%+12New
Avion Wealth6$1.00K0.00%−5−45.5%Reduced
Raffa Wealth Management, LLC9$9270.00%00.0%Unchanged
TFC Financial Management8$8250.00%00.0%Unchanged
Umb Bank N A8$8240.00%+8New
Clearstead Advisors, LLC7$7220.00%+7New
Dunhill Financial, LLC5$5230.00%+5New
JFS Wealth Advisors, LLC5$5160.00%+5New
Tradewinds Capital Management, LLC3$3100.00%00.0%Unchanged
Colonial Trust Advisors2$2060.00%+2New
EntryPoint Capital, LLC2$2060.00%+2New
Manchester Capital Management LLC1$1040.00%−64−98.5%Reduced
Uniplan Investment Counsel, Inc.0$00.00%−175,450−100.0%Sold out
GEM Realty Capital0$00.00%−171,251−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−117,432−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−103,988−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−63,679−100.0%Sold out
Holocene Advisors, LP0$00.00%−19,165−100.0%Sold out
CWM Advisors, LLC0$00.00%−13,140−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−11,249−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−9,958−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,595−100.0%Sold out
XTX Topco Ltd0$00.00%−6,326−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−6,045−100.0%Sold out
Atom Investors LP0$00.00%−4,993−100.0%Sold out
Hazelview Securities Inc.0$00.00%−4,800−100.0%Sold out
Donoghue Forlines LLC0$00.00%−4,124−100.0%Sold out
Cerity Partners LLC0$00.00%−3,668−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,461−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−2,514−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,387−100.0%Sold out
Town & Country Bank & Trust CO dba First Bankers Trust CO0$00.00%−2,375−100.0%Sold out
Creegan & Nassoura Financial Group, LLC0$00.00%−2,340−100.0%Sold out
Elequin Capital LP0$00.00%−807−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−665−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−500−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−425−100.0%Sold out
Capital Analysts, LLC0$00.00%−342−100.0%Sold out
Simplex Trading, LLC0$00.00%−317−100.0%Sold out
Macroview Investment Management LLC0$00.00%−34−100.0%Sold out
Earnest Partners LLC0$00.00%−34−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−19−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−18−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−12−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−6−100.0%Sold out
North Star Investment Management Corp.0$00.00%−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