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, Q2 2024
Institutional positions in Federal Realty Investment Trust as of Jun 30, 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
- 452
- +11 vs. Q1 2024
- Shares held
- 79.1M
- −197.3K (−0.2%) vs. Q1 2024
- Total value
- $7.98B
- −$115.6M (−1.4%) vs. Q1 2024
- New holders
- 47
- 173 more added
- Sold out
- 36
- 151 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Selected Advisers | 61,320 | $0 | 0.00% | −40−0.1% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $101 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $101 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $618 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $808 | 0.00% | +1+14.3% | Added |
| Financial Network Wealth Advisors LLC | 8 | $808 | 0.00% | +8 | New |
| Ridgewood Investments LLC | 9 | $871 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 9 | $909 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $909 | 0.00% | +1+12.5% | Added |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 16 | $1.57K | 0.00% | +1+6.7% | Added |
| Carolinas Wealth Consulting LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $1.82K | 0.00% | +18 | New |
| Iron Horse Wealth Management, LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 22 | $2.22K | 0.00% | +11+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 24 | $2.42K | 0.00% | −2−7.7% | Reduced |
| National Bank of Canada | 25 | $2.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $2.83K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $2.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $3.33K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $4.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.95K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $5.05K | 0.00% | −10−16.7% | Reduced |
| Atticus Wealth Management, LLC | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $5.86K | 0.00% | −387−87.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 56 | $6.00K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 63 | $6.37K | 0.00% | +1+1.6% | Added |
| TD Private Client Wealth LLC | 68 | $6.87K | 0.00% | −32−32.0% | Reduced |
| Versant Capital Management, Inc | 74 | $7.47K | 0.00% | +61+469.2% | Added |
| Bell Investment Advisors, Inc | 79 | $7.98K | 0.00% | +21+36.2% | Added |
| CIBC Private Wealth Group, LLC | 81 | $8.15K | 0.00% | +4+5.2% | Added |
| Massmutual Trust Co FSB | 87 | $8.78K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 87 | $8.79K | 0.00% | −119−57.8% | Reduced |
| MV Capital Management, Inc. | 89 | $8.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | +10+12.0% | Added |
| Spire Wealth Management | 93 | $9.39K | 0.00% | −1,017−91.6% | Reduced |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $10.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $11.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 120 | $12.2K | 0.00% | −6−4.8% | Reduced |
| Aspect Partners, LLC | 124 | $12.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 131 | $13.0K | 0.00% | +15+12.9% | Added |
| Quent Capital, LLC | 132 | $13.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 136 | $13.7K | 0.00% | +22+19.3% | Added |
| Federated Hermes, Inc. | 138 | $13.9K | 0.00% | −8−5.5% | Reduced |
| Assetmark, Inc | 142 | $14.3K | 0.00% | +86+153.6% | Added |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $15.5K | 0.00% | −132−46.2% | Reduced |
| Cromwell Holdings LLC | 158 | $16.1K | 0.01% | +158 | New |
| Smartleaf Asset Management LLC | 167 | $16.8K | 0.00% | −15−8.2% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $17.6K | 0.00% | +98+128.9% | Added |
| Larson Financial Group LLC | 199 | $20.1K | 0.00% | −9−4.3% | Reduced |
| Clearstead Advisors, LLC | 200 | $20.2K | 0.00% | +200 | New |
| Headlands Technologies LLC | 201 | $20.3K | 0.00% | −516−72.0% | Reduced |
| Cohen & Steers, Inc. | 227 | $23.0K | 0.00% | +227 | New |
| Montag A & Associates Inc | 240 | $24.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 259 | $26.2K | 0.00% | +2+0.8% | Added |
| M&R Capital Management Inc | 270 | $27.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 319 | $32.0K | 0.01% | −65−16.9% | Reduced |
| Toth Financial Advisory Corp | 321 | $32.4K | 0.00% | +1+0.3% | Added |
| Family Firm, Inc. | 327 | $33.0K | 0.01% | +327 | New |
| State of Wyoming | 337 | $34.0K | 0.01% | +31+10.1% | Added |
| Ronald Blue Trust, Inc. | 345 | $35.2K | 0.00% | +310+885.7% | Added |
| DAGCO, Inc. | 350 | $35.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 384 | $38.8K | 0.01% | +130+51.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 402 | $40.0K | 0.00% | −34−7.8% | Reduced |
| Clarity Asset Management, Inc. | 403 | $40.7K | 0.03% | +2+0.5% | Added |
| Rothschild Investment LLC | 414 | $41.8K | 0.00% | −20−4.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 423 | $42.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 480 | $48.5K | 0.03% | −10−2.0% | Reduced |
| Leonteq Securities AG | 497 | $50.2K | 0.01% | +487+4,870.0% | Added |
| Avalon Trust Co | 500 | $50.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $51.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 525 | $53.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 545 | $60.9K | 0.00% | +3+0.6% | Added |
| Farther Finance Advisors, LLC | 610 | $61.3K | 0.00% | +254+71.3% | Added |
| Bessemer Group Inc | 613 | $62.0K | 0.00% | −2−0.3% | Reduced |
| ZRC Wealth Management, LLC | 700 | $70.7K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 735 | $74.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 794 | $80.2K | 0.01% | +115+16.9% | Added |
| PEAK6 Investments LLC | 811 | $81.9K | 0.00% | −3,999−83.1% | Reduced |
| EntryPoint Capital, LLC | 841 | $84.9K | 0.04% | +839+41,950.0% | Added |
| Signaturefd, LLC | 859 | $86.7K | 0.00% | −74−7.9% | Reduced |
| Vestcor Inc | 873 | $88.0K | 0.00% | +873 | New |