Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
No open-market purchases or sales by Federal Realty Investment Trust insiders were filed in the last 90 days; 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, Q1 2024
Institutional positions in Federal Realty Investment Trust as of Mar 31, 2024. 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
- 448
- −2 vs. Q4 2023
- Shares held
- 79.4M
- +1.60M (+2.1%) vs. Q4 2023
- Total value
- $8.12B
- +$89.8M (+1.1%) vs. Q4 2023
- New holders
- 44
- 169 more added
- Sold out
- 46
- 159 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,731,109 | $1.30B | 0.03% | +193,740+1.5% | Added |
| BlackRock Inc. | 8,328,058 | $850.5M | 0.02% | +158,500+1.9% | Added |
| Norges Bank | 7,215,470 | $736.8M | 0.12% | +1,7100.0% | Added |
| State Street Corp | 6,373,555 | $657.7M | 0.03% | −494,348−7.2% | Reduced |
| JPMorgan Chase & Co | 5,070,346 | $517.8M | 0.05% | +945,965+22.9% | Added |
| Resolution Capital Ltd | 3,556,547 | $363.2M | 6.50% | +486,266+15.8% | Added |
| Capital Research Global Investors | 2,412,579 | $246.4M | 0.06% | +1,226+0.1% | Added |
| Invesco Ltd. | 2,044,201 | $208.8M | 0.04% | +21,835+1.1% | Added |
| Massachusetts Financial Services Co | 1,903,814 | $194.4M | 0.06% | +547,907+40.4% | Added |
| Geode Capital Management, LLC | 1,877,793 | $191.5M | 0.02% | +53,437+2.9% | Added |
| ProShare Advisors LLC | 1,695,146 | $173.1M | 0.46% | −116,901−6.5% | Reduced |
| Northwood Liquid Management LP | 1,295,607 | $132.3M | 11.51% | +557,080+75.4% | Added |
| Charles Schwab Investment Management Inc | 1,184,864 | $121.0M | 0.03% | +29,039+2.5% | Added |
| Dimensional Fund Advisors LP | 1,130,034 | $115.4M | 0.03% | +29,600+2.7% | Added |
| Legal & General Group Plc | 952,697 | $97.3M | 0.03% | −1,919−0.2% | Reduced |
| Wells Fargo & Company | 902,806 | $92.2M | 0.02% | +31,442+3.6% | Added |
| Morgan Stanley | 890,767 | $91.0M | 0.01% | −59,783−6.3% | Reduced |
| Clark Capital Management Group, Inc. | 860,582 | $87.9M | 0.66% | +24,537+2.9% | Added |
| UBS Asset Management Americas Inc | 748,152 | $76.4M | 0.03% | +20,182+2.8% | Added |
| Northern Trust Corp | 735,748 | $75.1M | 0.01% | −17,732−2.4% | Reduced |
| Bank of New York Mellon Corp | 690,226 | $70.5M | 0.01% | −29,516−4.1% | Reduced |
| PGGM Investments | 601,442 | $61.4M | 0.89% | +1,074+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 522,100 | $53.3M | 0.10% | +10,700+2.1% | Added |
| Nuveen Asset Management, LLC | 514,480 | $52.7M | 0.02% | +95,912+22.9% | Added |
| APG Asset Management US Inc. | 470,232 | $47.4M | 0.27% | 00.0% | Unchanged |
| Waterfront Capital Partners, LLC | 460,464 | $47.0M | 4.39% | +460,464 | New |
| Goldman Sachs Group Inc | 399,073 | $40.8M | 0.01% | −8,512−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 385,411 | $39.4M | 0.14% | +15,890+4.3% | Added |
| Royal Bank of Canada | 383,079 | $39.1M | 0.01% | +158,239+70.4% | Added |
| Macquarie Group Ltd | 365,513 | $37.0M | 0.04% | −6,130−1.6% | Reduced |
| CBOE Vest Financial, LLC | 360,992 | $36.9M | 0.98% | +55,068+18.0% | Added |
| SEI Investments Co | 348,319 | $35.6M | 0.05% | +34,281+10.9% | Added |
| STRS Ohio | 346,581 | $35.4M | 0.14% | +209,800+153.4% | Added |
| Victory Capital Management Inc | 328,859 | $33.6M | 0.03% | +48,387+17.3% | Added |
| HSBC Holdings PLC | 324,331 | $33.1M | 0.02% | −63,008−16.3% | Reduced |
| FMR LLC | 312,908 | $32.0M | 0.00% | −74,609−19.3% | Reduced |
| Price T Rowe Associates Inc | 309,103 | $31.6M | 0.00% | +19,453+6.7% | Added |
| ExodusPoint Capital Management, LP | 290,262 | $29.6M | 0.37% | +290,262 | New |
| Citigroup Inc | 281,702 | $28.8M | 0.03% | +162,616+136.6% | Added |
| Deutsche Bank AG | 259,808 | $26.5M | 0.01% | +108,473+71.7% | Added |
| Mizuho Markets Americas LLC | 212,129 | $21.7M | 0.59% | +160,519+311.0% | Added |
| Renaissance Technologies LLC | 206,800 | $21.1M | 0.03% | +161,200+353.5% | Added |
| Bank of America Corp | 190,809 | $19.5M | 0.00% | +18,915+11.0% | Added |
| Masterton Capital Management, LP | 179,753 | $18.4M | 14.39% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 178,547 | $18.2M | 0.01% | −4,709−2.6% | Reduced |
| Cbre Clarion Securities LLC | 177,858 | $18.2M | 0.34% | +1,818+1.0% | Added |
| RWC Asset Management LLP | 174,131 | $17.8M | 1.12% | −10,613−5.7% | Reduced |
| Centersquare Investment Management LLC | 169,527 | $17.7M | 0.20% | +50,300+42.2% | Added |
| UBS Group AG | 168,773 | $17.2M | 0.01% | −16,689−9.0% | Reduced |
| Bank of Montreal | 162,833 | $16.7M | 0.01% | +108,992+202.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 162,046 | $16.5M | 0.02% | +14,238+9.6% | Added |
| Robeco Institutional Asset Management B.V. | 152,795 | $15.6M | 0.03% | +35,747+30.5% | Added |
| Rhumbline Advisers | 152,468 | $15.6M | 0.01% | −8,517−5.3% | Reduced |
| Russell Investments Group, Ltd. | 147,379 | $15.1M | 0.02% | +19,971+15.7% | Added |
| Swiss National Bank | 145,000 | $14.8M | 0.01% | +400+0.3% | Added |
| Marshall Wace, LLP | 144,440 | $14.8M | 0.02% | −139,428−49.1% | Reduced |
| California Public Employees Retirement System | 143,100 | $14.6M | 0.01% | −10,935−7.1% | Reduced |
| Credit Suisse AG | 142,329 | $14.5M | 0.01% | −7,497−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 136,685 | $14.0M | 0.05% | −3,499−2.5% | Reduced |
| State of Tennessee, Treasury Department | 128,477 | $13.1M | 0.05% | −27,037−17.4% | Reduced |
| AXA S.A. | 125,716 | $12.8M | 0.04% | +6,421+5.4% | Added |
| Janney Montgomery Scott LLC | 122,375 | $12.5M | 0.04% | +7,424+6.5% | Added |
| Kempen Capital Management N.V. | 119,627 | $12.2M | 0.15% | +27,227+29.5% | Added |
| Bank of Nova Scotia | 119,314 | $12.2M | 0.02% | +113,491+1,949.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 118,940 | $12.1M | 0.52% | −5,451−4.4% | Reduced |
| Barclays PLC | 118,849 | $12.1M | 0.01% | −19,055−13.8% | Reduced |
| Raymond James & Associates | 117,505 | $12.0M | 0.01% | −11,637−9.0% | Reduced |
| Alliancebernstein L.P. | 114,706 | $11.7M | 0.00% | −8,109−6.6% | Reduced |
| Asset Management One Co.,Ltd. | 111,231 | $11.4M | 0.04% | −2,875−2.5% | Reduced |
| Prudential Financial Inc | 107,192 | $10.9M | 0.02% | +4,752+4.6% | Added |
| Millennium Management LLC | 102,877 | $10.5M | 0.01% | −226,001−68.7% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $10.2M | 0.84% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 99,417 | $10.2M | 0.08% | −41,687−29.5% | Reduced |
| Westwood Holdings Group Inc. | 95,735 | $9.78M | 0.08% | +15,389+19.2% | Added |
| Guggenheim Capital LLC | 95,406 | $9.74M | 0.07% | +5,476+6.1% | Added |
| RMB Capital Management, LLC | 92,755 | $9.47M | 0.22% | +8,583+10.2% | Added |
| State of New Jersey Common Pension Fund D | 92,280 | $9.42M | 0.03% | 00.0% | Unchanged |
| Principal Financial Group Inc | 86,360 | $8.82M | 0.01% | +1,495+1.8% | Added |
| Amundi | 87,229 | $8.59M | 0.00% | +11,959+15.9% | Added |
| State Board of Administration of Florida Retirement System | 86,522 | $8.55M | 0.02% | −15,707−15.4% | Reduced |
| New York State Teachers Retirement System | 80,842 | $8.26M | 0.02% | −497−0.6% | Reduced |
| Yousif Capital Management, LLC | 78,351 | $8.00M | 0.09% | +2,994+4.0% | Added |
| AQR Capital Management LLC | 78,026 | $7.97M | 0.01% | −507−0.6% | Reduced |
| Ameriprise Financial Inc | 81,231 | $7.68M | 0.00% | +1,986+2.5% | Added |
| California State Teachers Retirement System | 75,209 | $7.68M | 0.01% | −4,493−5.6% | Reduced |
| Mattern Capital Management, LLC | 72,708 | $7.42M | 1.01% | +6,125+9.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,375 | $7.39M | 0.02% | −6,759−8.5% | Reduced |
| Cinctive Capital Management LP | 72,105 | $7.36M | 0.38% | +54,560+311.0% | Added |
| New York State Common Retirement Fund | 72,019 | $7.35M | 0.01% | −7,181−9.1% | Reduced |
| Envestnet Asset Management Inc | 70,472 | $7.20M | 0.00% | +4,489+6.8% | Added |
| LPL Financial LLC | 67,648 | $6.91M | 0.00% | +13,786+25.6% | Added |
| Stifel Financial Corp | 66,583 | $6.80M | 0.01% | +5,859+9.6% | Added |
| Voloridge Investment Management, LLC | 63,573 | $6.49M | 0.02% | +51,141+411.4% | Added |
| Lincluden Management Ltd | 62,908 | $6.42M | 0.76% | −1,478−2.3% | Reduced |
| Davis Selected Advisers | 61,360 | $6.27M | 0.04% | −920−1.5% | Reduced |
| Retirement Systems of Alabama | 60,705 | $6.20M | 0.02% | +220.0% | Added |
| Long Pond Capital, LP | 60,000 | $6.13M | 0.35% | +60,000 | New |
| Fisher Asset Management, LLC | 56,073 | $5.73M | 0.00% | −177−0.3% | Reduced |
| Standard Life Aberdeen plc | 54,808 | $5.60M | 0.01% | +6,793+14.1% | Added |
| Employees Retirement System of Texas | 52,000 | $5.31M | 0.06% | −17,000−24.6% | Reduced |