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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 1 | $102 | 0.00% | −99−99.0% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $103 | 0.00% | −4−80.0% | Reduced |
| Colonial Trust Advisors | 2 | $204 | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2 | $204 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $307 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $307 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 5 | $511 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $511 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $610 | 0.00% | +1+20.0% | Added |
| Continuum Advisory, LLC | 7 | $718 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $816 | 0.00% | +8 | New |
| TFC Financial Management | 8 | $817 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $919 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | −100−87.0% | Reduced |
| Covestor Ltd | 12 | $1.00K | 0.00% | −3−20.0% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 10 | $1.02K | 0.00% | −260−96.3% | Reduced |
| Umb Bank N A | 11 | $1.12K | 0.00% | +3+37.5% | Added |
| LRI Investments, LLC | 12 | $1.23K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 13 | $1.33K | 0.00% | −6−31.6% | Reduced |
| Caitlin John, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $1.58K | 0.00% | +1+6.7% | Added |
| MCF Advisors LLC | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.65K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $1.94K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.94K | 0.00% | +18+1,800.0% | Added |
| Sound Income Strategies, LLC | 20 | $2.04K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 26 | $2.65K | 0.00% | +14+116.7% | Added |
| AdvisorNet Financial, Inc | 28 | $2.86K | 0.00% | −139−83.2% | Reduced |
| City State Bank | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.27K | 0.00% | −7−17.9% | Reduced |
| Zions Bancorporation, N.A. | 33 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $3.57K | 0.00% | −59−62.8% | Reduced |
| Crewe Advisors LLC | 41 | $4.19K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.11K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 56 | $5.72K | 0.00% | −1,128−95.3% | Reduced |
| Bell Investment Advisors, Inc | 58 | $5.92K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 56 | $6.00K | 0.01% | −22−28.2% | Reduced |
| Lindbrook Capital, LLC | 60 | $6.13K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 62 | $6.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $7.15K | 0.00% | +70 | New |
| SRS Capital Advisors, Inc. | 76 | $7.72K | 0.00% | +11+16.9% | Added |
| CIBC Private Wealth Group, LLC | 77 | $7.76K | 0.00% | +77 | New |
| GW&K Investment Management, LLC | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 87 | $8.88K | 0.00% | +3+3.6% | Added |
| Tfo-TDC, LLC | 88 | $8.99K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $9.09K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 99 | $10.1K | 0.00% | +99 | New |
| Byrne Asset Management LLC | 100 | $10.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $10.2K | 0.01% | +100 | New |
| NBC Securities, Inc. | 116 | $11.0K | 0.00% | −48−29.3% | Reduced |
| SJS Investment Consulting Inc. | 114 | $11.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $11.6K | 0.00% | +30+35.7% | Added |
| Asset Dedication, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 124 | $12.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 125 | $12.8K | 0.00% | +125 | New |
| Huntington National Bank | 126 | $12.9K | 0.00% | +70+125.0% | Added |
| Quent Capital, LLC | 132 | $13.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 146 | $14.9K | 0.00% | −1,487−91.1% | Reduced |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 182 | $18.5K | 0.00% | +117+180.0% | Added |
| Logan Capital Management Inc | 202 | $20.6K | 0.00% | +2+1.0% | Added |
| PSI Advisors, LLC | 206 | $21.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 208 | $21.2K | 0.00% | −13−5.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 225 | $23.0K | 0.00% | −125−35.7% | Reduced |
| Montag A & Associates Inc | 240 | $24.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 254 | $25.9K | 0.00% | +3+1.2% | Added |
| Harbour Investments, Inc. | 257 | $26.2K | 0.00% | −11−4.1% | Reduced |
| M&R Capital Management Inc | 270 | $27.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 286 | $29.2K | 0.00% | +68+31.2% | Added |
| Hilltop National Bank | 300 | $30.6K | 0.01% | +300 | New |
| State of Wyoming | 306 | $31.2K | 0.01% | +5+1.7% | Added |
| Toth Financial Advisory Corp | 320 | $32.7K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 350 | $35.7K | 0.02% | +272+348.7% | Added |
| Farther Finance Advisors, LLC | 356 | $35.9K | 0.00% | −43−10.8% | Reduced |
| Sentry Investment Management LLC | 384 | $39.0K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 401 | $40.9K | 0.03% | +4+1.0% | Added |
| Quarry LP | 405 | $41.4K | 0.02% | −80−16.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 423 | $43.2K | 0.01% | +4+1.0% | Added |
| Rothschild Investment LLC | 434 | $44.3K | 0.00% | +15+3.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 436 | $45.0K | 0.00% | −138−24.0% | Reduced |
| Meeder Asset Management Inc | 445 | $45.4K | 0.00% | −1,389−75.7% | Reduced |
| Brookfield Asset Management Inc. | 465 | $47.5K | 0.00% | −200−30.1% | Reduced |
| Richardson Financial Services Inc. | 490 | $50.0K | 0.04% | −2−0.4% | Reduced |
| Avalon Trust Co | 500 | $51.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $51.1K | 0.01% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $51.6K | 0.00% | −150−23.1% | Reduced |
| Delta Asset Management LLC | 525 | $53.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 542 | $56.5K | 0.00% | +252+86.9% | Added |
| Bessemer Group Inc | 615 | $63.0K | 0.00% | −16−2.5% | Reduced |
| Quadrant Capital Group LLC | 679 | $69.3K | 0.01% | −8−1.2% | Reduced |
| ZRC Wealth Management, LLC | 700 | $71.5K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 717 | $73.2K | 0.02% | +717 | New |
| Mitsubishi UFJ Trust & Banking Corp | 734 | $73.9K | 0.00% | −149−16.9% | Reduced |