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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 8,146 | $831.9K | 0.02% | −15,789−66.0% | Reduced |
| Pathstone Holdings, LLC | 8,018 | $822.4K | 0.00% | +1,188+17.4% | Added |
| Ameritas Investment Partners, Inc. | 7,916 | $808.4K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,897 | $806.0K | 0.08% | −85−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $805.2K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,804 | $797.0K | 0.00% | −149−1.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,700 | $786.3K | 0.10% | +5,732+291.3% | Added |
| Fort Point Capital Partners LLC | 7,684 | $784.7K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7,543 | $770.2K | 0.03% | −431−5.4% | Reduced |
| First National Trust Co | 7,424 | $758.1K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 7,406 | $756.3K | 0.18% | +7,406 | New |
| Burke & Herbert Bank & Trust Co | 7,335 | $749.0K | 0.56% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 7,073 | $722.3K | 0.28% | +25+0.4% | Added |
| Xponance, Inc. | 6,827 | $697.2K | 0.01% | −2,615−27.7% | Reduced |
| NewEdge Wealth, LLC | 6,606 | $693.0K | 0.02% | +199+3.1% | Added |
| Creative Planning | 6,783 | $692.7K | 0.00% | +15+0.2% | Added |
| Metis Global Partners, LLC | 6,495 | $663.3K | 0.02% | +277+4.5% | Added |
| Susquehanna Fundamental Investments, LLC | 6,437 | $657.3K | 0.03% | +6,437 | New |
| Swiss Life Asset Management Ltd | 6,381 | $651.6K | 0.01% | +6,381 | New |
| Chartwell Investment Partners, LLC | 6,379 | $651.0K | 0.02% | −6,485−50.4% | Reduced |
| Ethic Inc. | 6,281 | $641.4K | 0.02% | +193+3.2% | Added |
| Oregon Public Employees Retirement Fund | 6,244 | $637.6K | 0.01% | +500+8.7% | Added |
| Commonwealth Equity Services, LLC | 6,219 | $635.0K | 0.00% | +865+16.2% | Added |
| PFG Investments, LLC | 6,061 | $618.9K | 0.04% | −247−3.9% | Reduced |
| Norinchukin Bank, The | 6,059 | $618.7K | 0.02% | −75−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,959 | $609.0K | 0.01% | −334−5.3% | Reduced |
| Entropy Technologies, LP | 5,899 | $602.4K | 0.06% | +5,899 | New |
| Maryland State Retirement & Pension System | 6,223 | $602.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 5,892 | $601.7K | 0.10% | −5,302−47.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,865 | $599.0K | 0.00% | −709−10.8% | Reduced |
| Bailard, Inc. | 5,817 | $594.0K | 0.02% | −96−1.6% | Reduced |
| SlateStone Wealth, LLC | 5,760 | $588.0K | 0.06% | +5,760 | New |
| Rodgers Brothers Inc. | 5,675 | $579.5K | 0.08% | −200−3.4% | Reduced |
| DoubleLine ETF Adviser LP | 5,604 | $572.3K | 0.15% | +529+10.4% | Added |
| Kentucky Retirement Systems | 5,579 | $569.7K | 0.02% | −299−5.1% | Reduced |
| Park Avenue Securities LLC | 5,421 | $554.0K | 0.01% | +493+10.0% | Added |
| Creative Financial Designs Inc | 5,331 | $544.4K | 0.05% | +3,293+161.6% | Added |
| Csenge Advisory Group | 5,279 | $539.1K | 0.03% | −7−0.1% | Reduced |
| Banco Santander, S.A. | 5,267 | $537.9K | 0.01% | +5,267 | New |
| Metropolitan Life Insurance Co | 5,231 | $534.2K | 0.02% | −8−0.2% | Reduced |
| JustInvest LLC | 5,158 | $526.7K | 0.01% | +633+14.0% | Added |
| Vanderbilt University | 5,123 | $523.2K | 0.11% | +5,123 | New |
| Revisor Wealth Management LLC | 4,956 | $508.4K | 0.23% | +2,577+108.3% | Added |
| Pacer Advisors, Inc. | 4,978 | $508.4K | 0.00% | +134+2.8% | Added |
| PEAK6 Investments LLC | 4,810 | $491.2K | 0.02% | −1,029−17.6% | Reduced |
| Hartford Investment Management Co | 4,711 | $481.1K | 0.02% | −230−4.7% | Reduced |
| Principal Securities, Inc. | 4,705 | $480.5K | 0.01% | +454+10.7% | Added |
| Wealth Alliance Advisory Group, LLC | 4,679 | $477.8K | 0.11% | +98+2.1% | Added |
| Neuberger Berman Group LLC | 4,675 | $477.4K | 0.00% | +764+19.5% | Added |
| Schroder Investment Management Group | 4,662 | $476.1K | 0.00% | −252,557−98.2% | Reduced |
| Capula Management Ltd | 4,623 | $472.1K | 0.02% | +4,623 | New |
| Crossmark Global Holdings, Inc. | 4,588 | $469.0K | 0.01% | +115+2.6% | Added |
| Ofi Invest Asset Management | 4,910 | $464.3K | 0.01% | −600−10.9% | Reduced |
| Everence Capital Management Inc | 4,450 | $454.0K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,318 | $441.0K | 0.22% | +4,318 | New |
| Credit Agricole S A | 4,463 | $439.7K | 0.01% | +2,385+114.8% | Added |
| Louisiana State Employees Retirement System | 4,300 | $439.1K | 0.01% | −100−2.3% | Reduced |
| Northwest & Ethical Investments L.P. | 4,206 | $429.5K | 0.01% | −71−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,147 | $423.5K | 0.00% | +425+11.4% | Added |
| Securian Asset Management, Inc | 4,143 | $423.1K | 0.01% | −493−10.6% | Reduced |
| Great Lakes Advisors, LLC | 4,129 | $421.6K | 0.00% | −3,614−46.7% | Reduced |
| Two Sigma Investments, LP | 4,113 | $420.0K | 0.00% | −10,098−71.1% | Reduced |
| Prospera Financial Services Inc | 3,993 | $407.7K | 0.01% | −1,026−20.4% | Reduced |
| NovaPoint Capital, LLC | 3,962 | $404.6K | 0.14% | −769−16.3% | Reduced |
| Global X Japan Co., Ltd. | 3,826 | $403.0K | 0.09% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,894 | $397.7K | 0.01% | −5,536−58.7% | Reduced |
| Stephens Inc | 3,861 | $394.3K | 0.01% | +3,861 | New |
| Lockheed Martin Investment Management Co | 3,765 | $392.5K | 0.03% | −1,000−21.0% | Reduced |
| GWM Advisors LLC | 3,792 | $387.2K | 0.00% | −480−11.2% | Reduced |
| Verition Fund Management LLC | 3,780 | $386.0K | 0.00% | +753+24.9% | Added |
| New Mexico Educational Retirement Board | 3,750 | $383.0K | 0.01% | −100−2.6% | Reduced |
| Monetary Management Group Inc | 3,750 | $382.9K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,699 | $377.7K | 0.01% | −10,691−74.3% | Reduced |
| Sandy Spring Bank | 3,609 | $368.5K | 0.02% | −261−6.7% | Reduced |
| Jane Street Group, LLC | 3,574 | $365.0K | 0.00% | −15,230−81.0% | Reduced |
| Glenmede Trust Co NA | 3,537 | $361.2K | 0.00% | −136−3.7% | Reduced |
| Trust Co of Vermont | 3,500 | $357.4K | 0.02% | +483+16.0% | Added |
| Equitable Holdings, Inc. | 3,485 | $355.9K | 0.00% | −548−13.6% | Reduced |
| CI Private Wealth, LLC | 3,479 | $355.3K | 0.00% | +1,006+40.7% | Added |
| Machina Capital S.A.S. | 3,373 | $344.5K | 0.18% | +471+16.2% | Added |
| Cerity Partners LLC | 3,354 | $342.7K | 0.00% | +3,354 | New |
| Morningstar Investment Management LLC | 3,265 | $333.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,218 | $328.6K | 0.02% | +672+26.4% | Added |
| Thrivent Financial for Lutherans | 3,129 | $320.0K | 0.00% | −59−1.9% | Reduced |
| Aviva PLC | 3,106 | $317.2K | 0.00% | −7−0.2% | Reduced |
| IFP Advisors, Inc | 3,085 | $315.1K | 0.01% | −534−14.8% | Reduced |
| Fiduciary Group LLC | 3,075 | $314.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 3,012 | $307.6K | 0.05% | +3,012 | New |
| Strategy Asset Managers LLC | 3,001 | $306.4K | 0.07% | +164+5.8% | Added |
| BLB&B Advisors, LLC | 3,000 | $306.4K | 0.02% | −937−23.8% | Reduced |
| Mariner, LLC | 2,939 | $300.1K | 0.00% | −2,236−43.2% | Reduced |
| KCM Investment Advisors LLC | 2,876 | $293.7K | 0.01% | −20−0.7% | Reduced |
| Modera Wealth Management, LLC | 2,838 | $289.8K | 0.00% | +125+4.6% | Added |
| Mackenzie Financial Corp | 2,822 | $288.2K | 0.00% | −767−21.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,714 | $276.7K | 0.00% | +251+10.2% | Added |
| US Bancorp | 2,708 | $276.5K | 0.00% | −978−26.5% | Reduced |
| Montgomery Investment Management Inc | 2,630 | $268.6K | 0.10% | −2,650−50.2% | Reduced |
| Captrust Financial Advisors | 2,608 | $266.4K | 0.00% | −379−12.7% | Reduced |
| Cipher Capital LP | 2,589 | $264.4K | 0.12% | +596+29.9% | Added |
| Panagora Asset Management Inc | 2,532 | $258.6K | 0.00% | 00.0% | Unchanged |