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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 735 | $74.0K | 0.01% | +735 | New |
| Highlander Capital Management, LLC | 832 | $85.0K | 0.03% | +582+232.8% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $91.9K | 0.03% | +900 | New |
| CWM, LLC | 919 | $94.0K | 0.00% | −176−16.1% | Reduced |
| Signaturefd, LLC | 933 | $95.3K | 0.00% | +93+11.1% | Added |
| Lazard Asset Management LLC | 989 | $100.0K | 0.00% | −24−2.4% | Reduced |
| Whittier Trust Co | 1,000 | $102.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,035 | $106.0K | 0.00% | +193+22.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,061 | $108.3K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,110 | $113.4K | 0.00% | +1,042+1,532.4% | Added |
| Global Retirement Partners, LLC | 1,139 | $116.3K | 0.00% | −11−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,189 | $121.4K | 0.00% | +125+11.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $121.8K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,213 | $123.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,340 | $136.8K | 0.00% | +1,211+938.8% | Added |
| Horizon Investments, LLC | 1,360 | $138.9K | 0.00% | +12+0.9% | Added |
| Capstone Investment Advisors, LLC | 1,442 | $147.3K | 0.00% | +5+0.3% | Added |
| Mather Group, LLC. | 1,462 | $150.7K | 0.00% | +1,462 | New |
| KBC Group NV | 1,509 | $154.0K | 0.00% | +187+14.1% | Added |
| Sunbelt Securities, Inc. | 1,640 | $167.5K | 0.02% | +11+0.7% | Added |
| Handelsinvest Investeringsforvaltning | 1,680 | $172.0K | 0.08% | −872−34.2% | Reduced |
| GAMMA Investing LLC | 1,837 | $187.6K | 0.04% | +130+7.6% | Added |
| Old Point Trust & Financial Services N A | 1,866 | $190.6K | 0.07% | +250+15.5% | Added |
| DekaBank Deutsche Girozentrale | 1,927 | $196.0K | 0.00% | +1,927 | New |
| C M Bidwell & Associates Ltd | 1,933 | $197.4K | 0.13% | +775+66.9% | Added |
| Intrua Financial, LLC | 1,999 | $204.1K | 0.03% | −1,148−36.5% | Reduced |
| BancorpSouth Bank | 2,000 | $204.2K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,057 | $210.0K | 0.06% | −10.0% | Reduced |
| Wetherby Asset Management Inc | 2,087 | $213.1K | 0.01% | +2,087 | New |
| Baird Financial Group, Inc. | 2,089 | $213.3K | 0.00% | −360−14.7% | Reduced |
| Kaizen Financial Strategies | 2,106 | $215.1K | 0.15% | +22+1.1% | Added |
| Lafayette Investments, Inc. | 2,150 | $219.6K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,167 | $221.3K | 0.00% | +2,167 | New |
| Fifth Third Bancorp | 2,177 | $222.3K | 0.00% | −99−4.3% | Reduced |
| V-Square Quantitative Management LLC | 2,179 | $222.5K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $225.3K | 0.12% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,221 | $227.0K | 0.00% | +362+19.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,258 | $230.6K | 0.00% | +2,258 | New |
| Gotham Asset Management, LLC | 2,271 | $231.9K | 0.00% | −327−12.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,271 | $231.9K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,277 | $232.5K | 0.00% | −299−11.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,331 | $238.0K | 0.01% | +5+0.2% | Added |
| Heritage Investors Management Corp | 2,384 | $243.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,424 | $247.5K | 0.02% | −193−7.4% | Reduced |
| Kapitalo Investimentos Ltda | 2,427 | $247.8K | 0.05% | +327+15.6% | Added |
| Toroso Investments, LLC | 2,468 | $252.0K | 0.00% | +2,468 | New |
| Keybank National Association | 2,474 | $252.6K | 0.00% | +7+0.3% | Added |
| Apollon Wealth Management, LLC | 2,495 | $254.8K | 0.01% | −785−23.9% | Reduced |
| Panagora Asset Management Inc | 2,532 | $258.6K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 2,589 | $264.4K | 0.12% | +596+29.9% | Added |
| Captrust Financial Advisors | 2,608 | $266.4K | 0.00% | −379−12.7% | Reduced |
| Montgomery Investment Management Inc | 2,630 | $268.6K | 0.10% | −2,650−50.2% | Reduced |
| US Bancorp | 2,708 | $276.5K | 0.00% | −978−26.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,714 | $276.7K | 0.00% | +251+10.2% | Added |
| Mackenzie Financial Corp | 2,822 | $288.2K | 0.00% | −767−21.4% | Reduced |
| Modera Wealth Management, LLC | 2,838 | $289.8K | 0.00% | +125+4.6% | Added |
| KCM Investment Advisors LLC | 2,876 | $293.7K | 0.01% | −20−0.7% | Reduced |
| Mariner, LLC | 2,939 | $300.1K | 0.00% | −2,236−43.2% | Reduced |
| BLB&B Advisors, LLC | 3,000 | $306.4K | 0.02% | −937−23.8% | Reduced |
| Strategy Asset Managers LLC | 3,001 | $306.4K | 0.07% | +164+5.8% | Added |
| Steward Partners Investment Solutions, LLC | 3,012 | $307.6K | 0.05% | +3,012 | New |
| Fiduciary Group LLC | 3,075 | $314.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,085 | $315.1K | 0.01% | −534−14.8% | Reduced |
| Aviva PLC | 3,106 | $317.2K | 0.00% | −7−0.2% | Reduced |
| Thrivent Financial for Lutherans | 3,129 | $320.0K | 0.00% | −59−1.9% | Reduced |
| CWA Asset Management Group, LLC | 3,218 | $328.6K | 0.02% | +672+26.4% | Added |
| Morningstar Investment Management LLC | 3,265 | $333.0K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,354 | $342.7K | 0.00% | +3,354 | New |
| Machina Capital S.A.S. | 3,373 | $344.5K | 0.18% | +471+16.2% | Added |
| CI Private Wealth, LLC | 3,479 | $355.3K | 0.00% | +1,006+40.7% | Added |
| Equitable Holdings, Inc. | 3,485 | $355.9K | 0.00% | −548−13.6% | Reduced |
| Trust Co of Vermont | 3,500 | $357.4K | 0.02% | +483+16.0% | Added |
| Glenmede Trust Co NA | 3,537 | $361.2K | 0.00% | −136−3.7% | Reduced |
| Jane Street Group, LLC | 3,574 | $365.0K | 0.00% | −15,230−81.0% | Reduced |
| Sandy Spring Bank | 3,609 | $368.5K | 0.02% | −261−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,699 | $377.7K | 0.01% | −10,691−74.3% | Reduced |
| Monetary Management Group Inc | 3,750 | $382.9K | 0.11% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,750 | $383.0K | 0.01% | −100−2.6% | Reduced |
| Verition Fund Management LLC | 3,780 | $386.0K | 0.00% | +753+24.9% | Added |
| GWM Advisors LLC | 3,792 | $387.2K | 0.00% | −480−11.2% | Reduced |
| Lockheed Martin Investment Management Co | 3,765 | $392.5K | 0.03% | −1,000−21.0% | Reduced |
| Stephens Inc | 3,861 | $394.3K | 0.01% | +3,861 | New |
| Engineers Gate Manager LP | 3,894 | $397.7K | 0.01% | −5,536−58.7% | Reduced |
| Global X Japan Co., Ltd. | 3,826 | $403.0K | 0.09% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 3,962 | $404.6K | 0.14% | −769−16.3% | Reduced |
| Prospera Financial Services Inc | 3,993 | $407.7K | 0.01% | −1,026−20.4% | Reduced |
| Two Sigma Investments, LP | 4,113 | $420.0K | 0.00% | −10,098−71.1% | Reduced |
| Great Lakes Advisors, LLC | 4,129 | $421.6K | 0.00% | −3,614−46.7% | Reduced |
| Securian Asset Management, Inc | 4,143 | $423.1K | 0.01% | −493−10.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,147 | $423.5K | 0.00% | +425+11.4% | Added |
| Northwest & Ethical Investments L.P. | 4,206 | $429.5K | 0.01% | −71−1.7% | Reduced |
| Louisiana State Employees Retirement System | 4,300 | $439.1K | 0.01% | −100−2.3% | Reduced |
| Credit Agricole S A | 4,463 | $439.7K | 0.01% | +2,385+114.8% | Added |
| Gen-Wealth Partners Inc | 4,318 | $441.0K | 0.22% | +4,318 | New |
| Everence Capital Management Inc | 4,450 | $454.0K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 4,910 | $464.3K | 0.01% | −600−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,588 | $469.0K | 0.01% | +115+2.6% | Added |
| Capula Management Ltd | 4,623 | $472.1K | 0.02% | +4,623 | New |
| Schroder Investment Management Group | 4,662 | $476.1K | 0.00% | −252,557−98.2% | Reduced |
| Neuberger Berman Group LLC | 4,675 | $477.4K | 0.00% | +764+19.5% | Added |