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 |
|---|---|---|---|---|---|
| Centersquare Investment Management LLC | 169,527 | $17.7M | 0.20% | +50,300+42.2% | Added |
| RWC Asset Management LLP | 174,131 | $17.8M | 1.12% | −10,613−5.7% | Reduced |
| Cbre Clarion Securities LLC | 177,858 | $18.2M | 0.34% | +1,818+1.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 178,547 | $18.2M | 0.01% | −4,709−2.6% | Reduced |
| Masterton Capital Management, LP | 179,753 | $18.4M | 14.39% | 00.0% | Unchanged |
| Bank of America Corp | 190,809 | $19.5M | 0.00% | +18,915+11.0% | Added |
| Renaissance Technologies LLC | 206,800 | $21.1M | 0.03% | +161,200+353.5% | Added |
| Mizuho Markets Americas LLC | 212,129 | $21.7M | 0.59% | +160,519+311.0% | Added |
| Deutsche Bank AG | 259,808 | $26.5M | 0.01% | +108,473+71.7% | Added |
| Citigroup Inc | 281,702 | $28.8M | 0.03% | +162,616+136.6% | Added |
| ExodusPoint Capital Management, LP | 290,262 | $29.6M | 0.37% | +290,262 | New |
| Price T Rowe Associates Inc | 309,103 | $31.6M | 0.00% | +19,453+6.7% | Added |
| FMR LLC | 312,908 | $32.0M | 0.00% | −74,609−19.3% | Reduced |
| HSBC Holdings PLC | 324,331 | $33.1M | 0.02% | −63,008−16.3% | Reduced |
| Victory Capital Management Inc | 328,859 | $33.6M | 0.03% | +48,387+17.3% | Added |
| STRS Ohio | 346,581 | $35.4M | 0.14% | +209,800+153.4% | Added |
| SEI Investments Co | 348,319 | $35.6M | 0.05% | +34,281+10.9% | Added |
| CBOE Vest Financial, LLC | 360,992 | $36.9M | 0.98% | +55,068+18.0% | Added |
| Macquarie Group Ltd | 365,513 | $37.0M | 0.04% | −6,130−1.6% | Reduced |
| Royal Bank of Canada | 383,079 | $39.1M | 0.01% | +158,239+70.4% | Added |
| Nomura Asset Management Co Ltd | 385,411 | $39.4M | 0.14% | +15,890+4.3% | Added |
| Goldman Sachs Group Inc | 399,073 | $40.8M | 0.01% | −8,512−2.1% | Reduced |
| Waterfront Capital Partners, LLC | 460,464 | $47.0M | 4.39% | +460,464 | New |
| APG Asset Management US Inc. | 470,232 | $47.4M | 0.27% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 514,480 | $52.7M | 0.02% | +95,912+22.9% | Added |
| Adage Capital Partners GP, L.L.C. | 522,100 | $53.3M | 0.10% | +10,700+2.1% | Added |
| PGGM Investments | 601,442 | $61.4M | 0.89% | +1,074+0.2% | Added |
| Bank of New York Mellon Corp | 690,226 | $70.5M | 0.01% | −29,516−4.1% | Reduced |
| Northern Trust Corp | 735,748 | $75.1M | 0.01% | −17,732−2.4% | Reduced |
| UBS Asset Management Americas Inc | 748,152 | $76.4M | 0.03% | +20,182+2.8% | Added |
| Clark Capital Management Group, Inc. | 860,582 | $87.9M | 0.66% | +24,537+2.9% | Added |
| Morgan Stanley | 890,767 | $91.0M | 0.01% | −59,783−6.3% | Reduced |
| Wells Fargo & Company | 902,806 | $92.2M | 0.02% | +31,442+3.6% | Added |
| Legal & General Group Plc | 952,697 | $97.3M | 0.03% | −1,919−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,130,034 | $115.4M | 0.03% | +29,600+2.7% | Added |
| Charles Schwab Investment Management Inc | 1,184,864 | $121.0M | 0.03% | +29,039+2.5% | Added |
| Northwood Liquid Management LP | 1,295,607 | $132.3M | 11.51% | +557,080+75.4% | Added |
| ProShare Advisors LLC | 1,695,146 | $173.1M | 0.46% | −116,901−6.5% | Reduced |
| Geode Capital Management, LLC | 1,877,793 | $191.5M | 0.02% | +53,437+2.9% | Added |
| Massachusetts Financial Services Co | 1,903,814 | $194.4M | 0.06% | +547,907+40.4% | Added |
| Invesco Ltd. | 2,044,201 | $208.8M | 0.04% | +21,835+1.1% | Added |
| Capital Research Global Investors | 2,412,579 | $246.4M | 0.06% | +1,226+0.1% | Added |
| Resolution Capital Ltd | 3,556,547 | $363.2M | 6.50% | +486,266+15.8% | Added |
| JPMorgan Chase & Co | 5,070,346 | $517.8M | 0.05% | +945,965+22.9% | Added |
| State Street Corp | 6,373,555 | $657.7M | 0.03% | −494,348−7.2% | Reduced |
| Norges Bank | 7,215,470 | $736.8M | 0.12% | +1,7100.0% | Added |
| BlackRock Inc. | 8,328,058 | $850.5M | 0.02% | +158,500+1.9% | Added |
| Vanguard Group Inc | 12,731,109 | $1.30B | 0.03% | +193,740+1.5% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −404,877−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −182,768−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −165,107−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −144,675−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −32,354−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,206−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −17,872−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,002−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,069−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,023−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,161−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,053−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −11,620−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,339−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,302−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,783−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,981−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Harvest Portfolios Group Inc. | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |