Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 46,501 | $4.75M | 0.10% | +24,134+107.9% | Added |
| State of Alaska, Department of Revenue | 46,497 | $4.75M | 0.05% | +244+0.5% | Added |
| Manufacturers Life Insurance Company, The | 46,145 | $4.71M | 0.00% | −3,969−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 45,524 | $4.66M | 0.01% | −47,597−51.1% | Reduced |
| SG Americas Securities, LLC | 45,035 | $4.60M | 0.02% | +25,730+133.3% | Added |
| Nisa Investment Advisors, LLC | 42,891 | $4.43M | 0.03% | +158+0.4% | Added |
| Royal London Asset Management Ltd | 42,010 | $4.29M | 0.01% | −1,915−4.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 41,485 | $4.24M | 0.01% | −513−1.2% | Reduced |
| Xcel Wealth Management, LLC | 40,190 | $4.10M | 1.28% | −575−1.4% | Reduced |
| Trillium Asset Management, LLC | 40,005 | $4.09M | 0.10% | +20,008+100.1% | Added |
| Janus Henderson Group PLC | 39,460 | $4.03M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,133 | $3.89M | 0.01% | −2,176−5.4% | Reduced |
| HighTower Advisors, LLC | 36,479 | $3.73M | 0.01% | −715−1.9% | Reduced |
| Treasurer of the State of North Carolina | 36,104 | $3.69M | 0.02% | +240+0.7% | Added |
| Toronto Dominion Bank | 34,441 | $3.52M | 0.01% | −3,618−9.5% | Reduced |
| Squarepoint Ops LLC | 33,925 | $3.46M | 0.01% | −28,390−45.6% | Reduced |
| Kinloch Capital, LLC | 33,847 | $3.46M | 1.78% | +6,410+23.4% | Added |
| Van Eck Associates Corp | 32,111 | $3.28M | 0.00% | +1,184+3.8% | Added |
| UniSuper Management Pty Ltd | 31,830 | $3.25M | 0.03% | +7,960+33.3% | Added |
| The PNC Financial Services Group, Inc. | 31,635 | $3.23M | 0.00% | +770+2.5% | Added |
| Pictet Asset Management Holding SA | 31,322 | $3.20M | 0.00% | +1,406+4.7% | Added |
| Vert Asset Management LLC | 30,845 | $3.15M | 1.32% | +2,109+7.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,753 | $3.14M | 0.00% | +16,945+122.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 30,677 | $3.13M | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 30,668 | $3.13M | 0.00% | −1,119,619−97.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,448 | $3.11M | 0.02% | −332−1.1% | Reduced |
| Daiwa Securities Group Inc. | 29,559 | $3.02M | 0.02% | +2,949+11.1% | Added |
| FIL Ltd | 29,411 | $3.00M | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 29,093 | $2.97M | 0.02% | +29,093 | New |
| Liberty Mutual Group Asset Management Inc. | 28,551 | $2.92M | 0.83% | 00.0% | Unchanged |
| CIBC World Markets Corp | 27,379 | $2.80M | 0.02% | −4,567−14.3% | Reduced |
| American Century Companies Inc | 26,398 | $2.70M | 0.00% | +3,482+15.2% | Added |
| Campbell & CO Investment Adviser LLC | 24,792 | $2.53M | 0.22% | +4,555+22.5% | Added |
| Voya Investment Management LLC | 24,238 | $2.48M | 0.00% | −894−3.6% | Reduced |
| State of Wisconsin Investment Board | 24,019 | $2.45M | 0.01% | −7,355−23.4% | Reduced |
| Intact Investment Management Inc. | 23,400 | $2.39M | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 24,043 | $2.39M | 0.01% | +2,022+9.2% | Added |
| Comerica Bank | 23,199 | $2.37M | 0.01% | −291−1.2% | Reduced |
| Janney Capital Management LLC | 22,965 | $2.35M | 0.16% | −45,604−66.5% | Reduced |
| AlTi Global, Inc. | 22,665 | $2.34M | 0.07% | +146+0.6% | Added |
| Peapack Gladstone Financial Corp | 22,119 | $2.26M | 0.04% | +195+0.9% | Added |
| Ensign Peak Advisors, Inc | 21,791 | $2.23M | 0.00% | −1,099−4.8% | Reduced |
| Cetera Investment Advisers | 21,711 | $2.22M | 0.01% | +15,914+274.5% | Added |
| Quantinno Capital Management LP | 21,711 | $2.22M | 0.05% | +2,752+14.5% | Added |
| Pearl River Capital, LLC | 21,246 | $2.17M | 0.34% | +16,073+310.7% | Added |
| Colony Group, LLC | 20,450 | $2.09M | 0.02% | −313−1.5% | Reduced |
| Arizona State Retirement System | 20,189 | $2.06M | 0.01% | −322−1.6% | Reduced |
| State of Michigan Retirement System | 20,162 | $2.06M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,851 | $2.03M | 0.02% | +1,235+6.6% | Added |
| American International Group, Inc. | 19,272 | $1.97M | 0.01% | −53−0.3% | Reduced |
| Algert Global LLC | 18,528 | $1.89M | 0.07% | +2,280+14.0% | Added |
| Danske Bank A/S | 18,199 | $1.86M | 0.01% | +18,199 | New |
| New York Life Investment Management LLC | 18,009 | $1.84M | 0.02% | −573−3.1% | Reduced |
| Franklin Resources Inc | 17,916 | $1.83M | 0.00% | +612+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,467 | $1.78M | 0.02% | +4,641+36.2% | Added |
| Teacher Retirement System of Texas | 17,343 | $1.77M | 0.01% | −11,153−39.1% | Reduced |
| MetLife Investment Management | 17,340 | $1.77M | 0.01% | −633−3.5% | Reduced |
| 1832 Asset Management L.P. | 17,300 | $1.77M | 0.00% | −2,400−12.2% | Reduced |
| Blackhawk Capital Partners LLC. | 17,249 | $1.76M | 1.10% | −3,900−18.4% | Reduced |
| MML Investors Services, LLC | 16,643 | $1.70M | 0.01% | +546+3.4% | Added |
| Kesler, Norman & Wride, LLC | 16,162 | $1.65M | 0.35% | −1,572−8.9% | Reduced |
| Ossiam | 15,813 | $1.61M | 0.03% | +7,644+93.6% | Added |
| Steward Partners Investment Advisory, LLC | 15,637 | $1.60M | 0.02% | −154−1.0% | Reduced |
| Susquehanna International Group, LLP | 15,634 | $1.60M | 0.00% | −7,782−33.2% | Reduced |
| Handelsbanken Fonder AB | 15,600 | $1.59M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 15,569 | $1.59M | 0.01% | −7,140−31.4% | Reduced |
| Lasalle Investment Management Securities LLC | 15,464 | $1.58M | 0.07% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15,261 | $1.56M | 0.00% | +907+6.3% | Added |
| Texas Permanent School Fund | 15,182 | $1.55M | 0.01% | +627+4.3% | Added |
| Stableford Capital II LLC | 15,024 | $1.53M | 0.62% | +5,203+53.0% | Added |
| Truist Financial Corp | 14,391 | $1.47M | 0.00% | +6,747+88.3% | Added |
| Brown Advisory Inc | 14,352 | $1.47M | 0.00% | +2,546+21.6% | Added |
| Quadrature Capital Ltd | 14,095 | $1.44M | 0.02% | −6,262−30.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $1.43M | 0.01% | −46,270−76.8% | Reduced |
| Utah Retirement Systems | 13,970 | $1.43M | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,309 | $1.36M | 0.03% | +13,309 | New |
| TD Asset Management Inc | 13,194 | $1.35M | 0.00% | +190+1.5% | Added |
| Natixis | 12,978 | $1.33M | 0.01% | −3,134−19.5% | Reduced |
| Storebrand Asset Management AS | 12,945 | $1.32M | 0.00% | −764−5.6% | Reduced |
| Czech National Bank | 12,923 | $1.32M | 0.02% | +57+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 12,719 | $1.30M | 0.00% | +4,112+47.8% | Added |
| Loudon Investment Management, LLC | 12,479 | $1.27M | 0.73% | +10,514+535.1% | Added |
| Heitman Real Estate Securities LLC | 12,343 | $1.26M | 0.07% | −195,357−94.1% | Reduced |
| Spirit of America Management Corp | 12,100 | $1.24M | 0.25% | −300−2.4% | Reduced |
| Meridian Wealth Management, LLC | 11,617 | $1.19M | 0.20% | +1,820+18.6% | Added |
| D. E. Shaw & Co., Inc. | 11,419 | $1.17M | 0.00% | +11,419 | New |
| Public Sector Pension Investment Board | 11,017 | $1.13M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,627 | $1.10M | 0.01% | +6,606+164.3% | Added |
| CIBC Asset Management Inc | 10,657 | $1.09M | 0.00% | +281+2.7% | Added |
| FourThought Financial Partners, LLC | 10,637 | $1.09M | 0.12% | +1,264+13.5% | Added |
| GeoWealth Management, LLC | 10,477 | $1.07M | 0.04% | +10,477 | New |
| M&T Bank Corp | 10,431 | $1.06M | 0.00% | −277−2.6% | Reduced |
| Sigma Planning Corp | 10,320 | $1.05M | 0.03% | +6,256+153.9% | Added |
| ING Groep NV | 10,066 | $1.03M | 0.01% | +9+0.1% | Added |
| Mutual of America Capital Management LLC | 9,632 | $983.6K | 0.01% | −194−2.0% | Reduced |
| First Trust Advisors LP | 9,619 | $982.3K | 0.00% | −28,755−74.9% | Reduced |
| JB Capital LLC | 9,558 | $976.1K | 0.06% | +1,131+13.4% | Added |
| Nissay Asset Management Corp | 9,138 | $933.2K | 0.01% | +237+2.7% | Added |
| Rafferty Asset Management, LLC | 8,800 | $898.7K | 0.00% | −1,054−10.7% | Reduced |
| Kestra Advisory Services, LLC | 8,411 | $868.1K | 0.01% | +8,411 | New |