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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 2,495 | $254.8K | 0.01% | −785−23.9% | Reduced |
| Keybank National Association | 2,474 | $252.6K | 0.00% | +7+0.3% | Added |
| Toroso Investments, LLC | 2,468 | $252.0K | 0.00% | +2,468 | New |
| Kapitalo Investimentos Ltda | 2,427 | $247.8K | 0.05% | +327+15.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,424 | $247.5K | 0.02% | −193−7.4% | Reduced |
| Heritage Investors Management Corp | 2,384 | $243.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 2,331 | $238.0K | 0.01% | +5+0.2% | Added |
| Private Advisor Group, LLC | 2,277 | $232.5K | 0.00% | −299−11.6% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 2,258 | $230.6K | 0.00% | +2,258 | New |
| iA Global Asset Management Inc. | 2,221 | $227.0K | 0.00% | +362+19.5% | Added |
| Powell Investment Advisors, LLC | 2,183 | $225.3K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,179 | $222.5K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,177 | $222.3K | 0.00% | −99−4.3% | Reduced |
| Los Angeles Capital Management LLC | 2,167 | $221.3K | 0.00% | +2,167 | New |
| Lafayette Investments, Inc. | 2,150 | $219.6K | 0.05% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,106 | $215.1K | 0.15% | +22+1.1% | Added |
| Baird Financial Group, Inc. | 2,089 | $213.3K | 0.00% | −360−14.7% | Reduced |
| Wetherby Asset Management Inc | 2,087 | $213.1K | 0.01% | +2,087 | New |
| RB Capital Management, LLC | 2,057 | $210.0K | 0.06% | −10.0% | Reduced |
| BancorpSouth Bank | 2,000 | $204.2K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,999 | $204.1K | 0.03% | −1,148−36.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,933 | $197.4K | 0.13% | +775+66.9% | Added |
| DekaBank Deutsche Girozentrale | 1,927 | $196.0K | 0.00% | +1,927 | New |
| Old Point Trust & Financial Services N A | 1,866 | $190.6K | 0.07% | +250+15.5% | Added |
| GAMMA Investing LLC | 1,837 | $187.6K | 0.04% | +130+7.6% | Added |
| Handelsinvest Investeringsforvaltning | 1,680 | $172.0K | 0.08% | −872−34.2% | Reduced |
| Sunbelt Securities, Inc. | 1,640 | $167.5K | 0.02% | +11+0.7% | Added |
| KBC Group NV | 1,509 | $154.0K | 0.00% | +187+14.1% | Added |
| Mather Group, LLC. | 1,462 | $150.7K | 0.00% | +1,462 | New |
| Capstone Investment Advisors, LLC | 1,442 | $147.3K | 0.00% | +5+0.3% | Added |
| Horizon Investments, LLC | 1,360 | $138.9K | 0.00% | +12+0.9% | Added |
| Rakuten Investment Management, Inc. | 1,340 | $136.8K | 0.00% | +1,211+938.8% | Added |
| Allworth Financial LP | 1,213 | $123.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $121.8K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,189 | $121.4K | 0.00% | +125+11.7% | Added |
| Global Retirement Partners, LLC | 1,139 | $116.3K | 0.00% | −11−1.0% | Reduced |
| Spire Wealth Management | 1,110 | $113.4K | 0.00% | +1,042+1,532.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,061 | $108.3K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,035 | $106.0K | 0.00% | +193+22.9% | Added |
| Whittier Trust Co | 1,000 | $102.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 989 | $100.0K | 0.00% | −24−2.4% | Reduced |
| Signaturefd, LLC | 933 | $95.3K | 0.00% | +93+11.1% | Added |
| CWM, LLC | 919 | $94.0K | 0.00% | −176−16.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $91.9K | 0.03% | +900 | New |
| Highlander Capital Management, LLC | 832 | $85.0K | 0.03% | +582+232.8% | Added |
| Central Pacific Bank - Trust Division | 735 | $74.0K | 0.01% | +735 | New |
| Mitsubishi UFJ Trust & Banking Corp | 734 | $73.9K | 0.00% | −149−16.9% | Reduced |
| Headlands Technologies LLC | 717 | $73.2K | 0.02% | +717 | New |
| ZRC Wealth Management, LLC | 700 | $71.5K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 679 | $69.3K | 0.01% | −8−1.2% | Reduced |
| Bessemer Group Inc | 615 | $63.0K | 0.00% | −16−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 542 | $56.5K | 0.00% | +252+86.9% | Added |
| Delta Asset Management LLC | 525 | $53.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $51.6K | 0.00% | −150−23.1% | Reduced |
| Avalon Trust Co | 500 | $51.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $51.1K | 0.01% | +500 | New |
| Richardson Financial Services Inc. | 490 | $50.0K | 0.04% | −2−0.4% | Reduced |
| Brookfield Asset Management Inc. | 465 | $47.5K | 0.00% | −200−30.1% | Reduced |
| Meeder Asset Management Inc | 445 | $45.4K | 0.00% | −1,389−75.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 436 | $45.0K | 0.00% | −138−24.0% | Reduced |
| Rothschild Investment LLC | 434 | $44.3K | 0.00% | +15+3.6% | Added |
| Sugarloaf Wealth Management, LLC | 423 | $43.2K | 0.01% | +4+1.0% | Added |
| Quarry LP | 405 | $41.4K | 0.02% | −80−16.5% | Reduced |
| Clarity Asset Management, Inc. | 401 | $40.9K | 0.03% | +4+1.0% | Added |
| Sentry Investment Management LLC | 384 | $39.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 356 | $35.9K | 0.00% | −43−10.8% | Reduced |
| DAGCO, Inc. | 350 | $35.7K | 0.02% | +272+348.7% | Added |
| Toth Financial Advisory Corp | 320 | $32.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 306 | $31.2K | 0.01% | +5+1.7% | Added |
| Hilltop National Bank | 300 | $30.6K | 0.01% | +300 | New |
| Parallel Advisors, LLC | 286 | $29.2K | 0.00% | +68+31.2% | Added |
| M&R Capital Management Inc | 270 | $27.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 257 | $26.2K | 0.00% | −11−4.1% | Reduced |
| Parkside Financial Bank & Trust | 254 | $25.9K | 0.00% | +3+1.2% | Added |
| Montag A & Associates Inc | 240 | $24.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 225 | $23.0K | 0.00% | −125−35.7% | Reduced |
| Larson Financial Group LLC | 208 | $21.2K | 0.00% | −13−5.9% | Reduced |
| PSI Advisors, LLC | 206 | $21.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 202 | $20.6K | 0.00% | +2+1.0% | Added |
| Smartleaf Asset Management LLC | 182 | $18.5K | 0.00% | +117+180.0% | Added |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 146 | $14.9K | 0.00% | −1,487−91.1% | Reduced |
| Quent Capital, LLC | 132 | $13.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 126 | $12.9K | 0.00% | +70+125.0% | Added |
| CoreCap Advisors, LLC | 125 | $12.8K | 0.00% | +125 | New |
| Aspect Partners, LLC | 124 | $12.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $11.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $11.6K | 0.00% | +30+35.7% | Added |
| NBC Securities, Inc. | 116 | $11.0K | 0.00% | −48−29.3% | Reduced |
| Byrne Asset Management LLC | 100 | $10.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $10.2K | 0.01% | +100 | New |
| Elequin Capital LP | 99 | $10.1K | 0.00% | +99 | New |
| MV Capital Management, Inc. | 89 | $9.09K | 0.00% | 00.0% | Unchanged |