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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 4,679 | $477.8K | 0.11% | +98+2.1% | Added |
| Principal Securities, Inc. | 4,705 | $480.5K | 0.01% | +454+10.7% | Added |
| Hartford Investment Management Co | 4,711 | $481.1K | 0.02% | −230−4.7% | Reduced |
| PEAK6 Investments LLC | 4,810 | $491.2K | 0.02% | −1,029−17.6% | Reduced |
| Pacer Advisors, Inc. | 4,978 | $508.4K | 0.00% | +134+2.8% | Added |
| Revisor Wealth Management LLC | 4,956 | $508.4K | 0.23% | +2,577+108.3% | Added |
| Vanderbilt University | 5,123 | $523.2K | 0.11% | +5,123 | New |
| JustInvest LLC | 5,158 | $526.7K | 0.01% | +633+14.0% | Added |
| Metropolitan Life Insurance Co | 5,231 | $534.2K | 0.02% | −8−0.2% | Reduced |
| Banco Santander, S.A. | 5,267 | $537.9K | 0.01% | +5,267 | New |
| Csenge Advisory Group | 5,279 | $539.1K | 0.03% | −7−0.1% | Reduced |
| Creative Financial Designs Inc | 5,331 | $544.4K | 0.05% | +3,293+161.6% | Added |
| Park Avenue Securities LLC | 5,421 | $554.0K | 0.01% | +493+10.0% | Added |
| Kentucky Retirement Systems | 5,579 | $569.7K | 0.02% | −299−5.1% | Reduced |
| DoubleLine ETF Adviser LP | 5,604 | $572.3K | 0.15% | +529+10.4% | Added |
| Rodgers Brothers Inc. | 5,675 | $579.5K | 0.08% | −200−3.4% | Reduced |
| SlateStone Wealth, LLC | 5,760 | $588.0K | 0.06% | +5,760 | New |
| Bailard, Inc. | 5,817 | $594.0K | 0.02% | −96−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,865 | $599.0K | 0.00% | −709−10.8% | Reduced |
| Quest Partners LLC | 5,892 | $601.7K | 0.10% | −5,302−47.4% | Reduced |
| Maryland State Retirement & Pension System | 6,223 | $602.1K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,899 | $602.4K | 0.06% | +5,899 | New |
| Teachers Retirement System of the State of Kentucky | 5,959 | $609.0K | 0.01% | −334−5.3% | Reduced |
| Norinchukin Bank, The | 6,059 | $618.7K | 0.02% | −75−1.2% | Reduced |
| PFG Investments, LLC | 6,061 | $618.9K | 0.04% | −247−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 6,219 | $635.0K | 0.00% | +865+16.2% | Added |
| Oregon Public Employees Retirement Fund | 6,244 | $637.6K | 0.01% | +500+8.7% | Added |
| Ethic Inc. | 6,281 | $641.4K | 0.02% | +193+3.2% | Added |
| Chartwell Investment Partners, LLC | 6,379 | $651.0K | 0.02% | −6,485−50.4% | Reduced |
| Swiss Life Asset Management Ltd | 6,381 | $651.6K | 0.01% | +6,381 | New |
| Susquehanna Fundamental Investments, LLC | 6,437 | $657.3K | 0.03% | +6,437 | New |
| Metis Global Partners, LLC | 6,495 | $663.3K | 0.02% | +277+4.5% | Added |
| Creative Planning | 6,783 | $692.7K | 0.00% | +15+0.2% | Added |
| NewEdge Wealth, LLC | 6,606 | $693.0K | 0.02% | +199+3.1% | Added |
| Xponance, Inc. | 6,827 | $697.2K | 0.01% | −2,615−27.7% | Reduced |
| Jeppson Wealth Management, LLC | 7,073 | $722.3K | 0.28% | +25+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $749.0K | 0.56% | 00.0% | Unchanged |
| AXS Investments LLC | 7,406 | $756.3K | 0.18% | +7,406 | New |
| First National Trust Co | 7,424 | $758.1K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7,543 | $770.2K | 0.03% | −431−5.4% | Reduced |
| Fort Point Capital Partners LLC | 7,684 | $784.7K | 0.11% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 7,700 | $786.3K | 0.10% | +5,732+291.3% | Added |
| Public Employees Retirement Association of Colorado | 7,804 | $797.0K | 0.00% | −149−1.9% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $805.2K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,897 | $806.0K | 0.08% | −85−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,916 | $808.4K | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,018 | $822.4K | 0.00% | +1,188+17.4% | Added |
| Jump Financial, LLC | 8,146 | $831.9K | 0.02% | −15,789−66.0% | Reduced |
| Kestra Advisory Services, LLC | 8,411 | $868.1K | 0.01% | +8,411 | New |
| Rafferty Asset Management, LLC | 8,800 | $898.7K | 0.00% | −1,054−10.7% | Reduced |
| Nissay Asset Management Corp | 9,138 | $933.2K | 0.01% | +237+2.7% | Added |
| JB Capital LLC | 9,558 | $976.1K | 0.06% | +1,131+13.4% | Added |
| First Trust Advisors LP | 9,619 | $982.3K | 0.00% | −28,755−74.9% | Reduced |
| Mutual of America Capital Management LLC | 9,632 | $983.6K | 0.01% | −194−2.0% | Reduced |
| ING Groep NV | 10,066 | $1.03M | 0.01% | +9+0.1% | Added |
| Sigma Planning Corp | 10,320 | $1.05M | 0.03% | +6,256+153.9% | Added |
| M&T Bank Corp | 10,431 | $1.06M | 0.00% | −277−2.6% | Reduced |
| GeoWealth Management, LLC | 10,477 | $1.07M | 0.04% | +10,477 | New |
| FourThought Financial Partners, LLC | 10,637 | $1.09M | 0.12% | +1,264+13.5% | Added |
| CIBC Asset Management Inc | 10,657 | $1.09M | 0.00% | +281+2.7% | Added |
| Lido Advisors, LLC | 10,627 | $1.10M | 0.01% | +6,606+164.3% | Added |
| Public Sector Pension Investment Board | 11,017 | $1.13M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,419 | $1.17M | 0.00% | +11,419 | New |
| Meridian Wealth Management, LLC | 11,617 | $1.19M | 0.20% | +1,820+18.6% | Added |
| Spirit of America Management Corp | 12,100 | $1.24M | 0.25% | −300−2.4% | Reduced |
| Heitman Real Estate Securities LLC | 12,343 | $1.26M | 0.07% | −195,357−94.1% | Reduced |
| Loudon Investment Management, LLC | 12,479 | $1.27M | 0.73% | +10,514+535.1% | Added |
| Allspring Global Investments Holdings, LLC | 12,719 | $1.30M | 0.00% | +4,112+47.8% | Added |
| Czech National Bank | 12,923 | $1.32M | 0.02% | +57+0.4% | Added |
| Storebrand Asset Management AS | 12,945 | $1.32M | 0.00% | −764−5.6% | Reduced |
| Natixis | 12,978 | $1.33M | 0.01% | −3,134−19.5% | Reduced |
| TD Asset Management Inc | 13,194 | $1.35M | 0.00% | +190+1.5% | Added |
| Jefferies Financial Group Inc. | 13,309 | $1.36M | 0.03% | +13,309 | New |
| Utah Retirement Systems | 13,970 | $1.43M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $1.43M | 0.01% | −46,270−76.8% | Reduced |
| Quadrature Capital Ltd | 14,095 | $1.44M | 0.02% | −6,262−30.8% | Reduced |
| Brown Advisory Inc | 14,352 | $1.47M | 0.00% | +2,546+21.6% | Added |
| Truist Financial Corp | 14,391 | $1.47M | 0.00% | +6,747+88.3% | Added |
| Stableford Capital II LLC | 15,024 | $1.53M | 0.62% | +5,203+53.0% | Added |
| Texas Permanent School Fund | 15,182 | $1.55M | 0.01% | +627+4.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,261 | $1.56M | 0.00% | +907+6.3% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.58M | 0.07% | 00.0% | Unchanged |
| Amalgamated Bank | 15,569 | $1.59M | 0.01% | −7,140−31.4% | Reduced |
| Handelsbanken Fonder AB | 15,600 | $1.59M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,634 | $1.60M | 0.00% | −7,782−33.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,637 | $1.60M | 0.02% | −154−1.0% | Reduced |
| Ossiam | 15,813 | $1.61M | 0.03% | +7,644+93.6% | Added |
| Kesler, Norman & Wride, LLC | 16,162 | $1.65M | 0.35% | −1,572−8.9% | Reduced |
| MML Investors Services, LLC | 16,643 | $1.70M | 0.01% | +546+3.4% | Added |
| Blackhawk Capital Partners LLC. | 17,249 | $1.76M | 1.10% | −3,900−18.4% | Reduced |
| 1832 Asset Management L.P. | 17,300 | $1.77M | 0.00% | −2,400−12.2% | Reduced |
| MetLife Investment Management | 17,340 | $1.77M | 0.01% | −633−3.5% | Reduced |
| Teacher Retirement System of Texas | 17,343 | $1.77M | 0.01% | −11,153−39.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,467 | $1.78M | 0.02% | +4,641+36.2% | Added |
| Franklin Resources Inc | 17,916 | $1.83M | 0.00% | +612+3.5% | Added |
| New York Life Investment Management LLC | 18,009 | $1.84M | 0.02% | −573−3.1% | Reduced |
| Danske Bank A/S | 18,199 | $1.86M | 0.01% | +18,199 | New |
| Algert Global LLC | 18,528 | $1.89M | 0.07% | +2,280+14.0% | Added |
| American International Group, Inc. | 19,272 | $1.97M | 0.01% | −53−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 19,851 | $2.03M | 0.02% | +1,235+6.6% | Added |