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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 888 | $90.0K | 0.01% | +888 | New |
| Y.D. More Investments Ltd | 950 | $95.9K | 0.01% | +950 | New |
| Ashton Thomas Private Wealth, LLC | 952 | $96.1K | 0.01% | +952 | New |
| Whittier Trust Co | 1,000 | $101.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,011 | $102.0K | 0.00% | +92+10.0% | Added |
| Ci Investments Inc. | 1,044 | $105.0K | 0.00% | +9+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,061 | $107.1K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,095 | $110.6K | 0.00% | −44−3.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $120.4K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,305 | $130.9K | 0.01% | +1,297+16,212.5% | Added |
| Jones Financial Companies LLLP | 1,307 | $132.0K | 0.00% | +1,237+1,767.1% | Added |
| Allworth Financial LP | 1,223 | $133.9K | 0.00% | +10+0.8% | Added |
| Exchange Traded Concepts, LLC | 1,366 | $137.9K | 0.00% | +177+14.9% | Added |
| Horizon Investments, LLC | 1,389 | $140.2K | 0.00% | +29+2.1% | Added |
| Mather Group, LLC. | 1,462 | $149.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,498 | $151.3K | 0.06% | +1,093+269.9% | Added |
| IFP Advisors, Inc | 1,530 | $154.4K | 0.01% | −1,555−50.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,562 | $157.7K | 0.00% | +120+8.3% | Added |
| Old Point Trust & Financial Services N A | 1,616 | $163.2K | 0.06% | −250−13.4% | Reduced |
| Sunbelt Securities, Inc. | 1,647 | $166.3K | 0.02% | +7+0.4% | Added |
| KBC Group NV | 1,725 | $174.0K | 0.00% | +216+14.3% | Added |
| Coppell Advisory Solutions LLC | 1,723 | $174.0K | 0.03% | +1,723 | New |
| C M Bidwell & Associates Ltd | 1,932 | $195.1K | 0.13% | −1−0.1% | Reduced |
| BancorpSouth Bank | 2,000 | $201.9K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,005 | $202.4K | 0.05% | −52−2.5% | Reduced |
| Heritage Investors Management Corp | 2,034 | $205.0K | 0.01% | −350−14.7% | Reduced |
| V-Square Quantitative Management LLC | 2,100 | $212.0K | 0.03% | −79−3.6% | Reduced |
| Weiss Asset Management LP | 2,100 | $212.0K | 0.01% | +2,100 | New |
| Baird Financial Group, Inc. | 2,115 | $213.6K | 0.00% | +26+1.2% | Added |
| Rakuten Investment Management, Inc. | 2,152 | $215.9K | 0.00% | +812+60.6% | Added |
| Lafayette Investments, Inc. | 2,150 | $217.1K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,167 | $218.8K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,176 | $220.0K | 0.00% | −45−2.0% | Reduced |
| Powell Investment Advisors, LLC | 2,183 | $222.8K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,212 | $223.3K | 0.01% | +2,212 | New |
| Fifth Third Bancorp | 2,249 | $227.1K | 0.00% | +72+3.3% | Added |
| Sanctuary Advisors, LLC | 2,232 | $228.1K | 0.00% | +2,232 | New |
| Smith Shellnut Wilson LLC | 2,271 | $229.3K | 0.11% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,318 | $234.0K | 0.00% | +2,318 | New |
| Lockheed Martin Investment Management Co | 2,330 | $235.3K | 0.01% | −1,435−38.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,377 | $240.0K | 0.01% | +46+2.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,408 | $243.1K | 0.02% | −16−0.7% | Reduced |
| Kaizen Financial Strategies | 2,151 | $245.0K | 0.15% | +45+2.1% | Added |
| Toroso Investments, LLC | 2,454 | $247.8K | 0.00% | −14−0.6% | Reduced |
| Keybank National Association | 2,467 | $249.1K | 0.00% | −7−0.3% | Reduced |
| KCM Investment Advisors LLC | 2,469 | $249.3K | 0.01% | −407−14.2% | Reduced |
| GAMMA Investing LLC | 2,495 | $251.9K | 0.03% | +658+35.8% | Added |
| Lazard Asset Management LLC | 2,524 | $254.0K | 0.00% | +1,535+155.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,521 | $254.5K | 0.00% | +2,521 | New |
| Panagora Asset Management Inc | 2,532 | $255.7K | 0.00% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,600 | $262.5K | 0.13% | +2,600 | New |
| Mariner, LLC | 2,618 | $264.3K | 0.00% | −321−10.9% | Reduced |
| US Bancorp | 2,625 | $265.0K | 0.00% | −83−3.1% | Reduced |
| Montgomery Investment Management Inc | 2,630 | $265.6K | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,684 | $271.0K | 0.00% | +407+17.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,691 | $272.0K | 0.00% | −23−0.8% | Reduced |
| Mackenzie Financial Corp | 2,760 | $278.7K | 0.00% | −62−2.2% | Reduced |
| Captrust Financial Advisors | 2,763 | $279.0K | 0.00% | +155+5.9% | Added |
| Modera Wealth Management, LLC | 2,769 | $279.6K | 0.00% | −69−2.4% | Reduced |
| Strategy Asset Managers LLC | 2,940 | $284.6K | 0.06% | −61−2.0% | Reduced |
| Revisor Wealth Management LLC | 2,940 | $296.9K | 0.21% | −2,016−40.7% | Reduced |
| Apollon Wealth Management, LLC | 2,956 | $298.5K | 0.01% | +461+18.5% | Added |
| Cerity Partners LLC | 2,981 | $301.2K | 0.00% | −373−11.1% | Reduced |
| BLB&B Advisors, LLC | 3,000 | $302.9K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,005 | $303.4K | 0.00% | +3,005 | New |
| Fiduciary Group LLC | 3,075 | $310.5K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 3,080 | $311.0K | 0.00% | −26−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,099 | $312.9K | 0.00% | +841+37.2% | Added |
| Thrivent Financial for Lutherans | 3,146 | $318.0K | 0.00% | +17+0.5% | Added |
| Equitable Holdings, Inc. | 3,291 | $332.3K | 0.00% | −194−5.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,370 | $340.0K | 0.01% | −1,218−26.5% | Reduced |
| Great Lakes Advisors, LLC | 3,414 | $344.7K | 0.00% | −715−17.3% | Reduced |
| Trust Co of Vermont | 3,500 | $353.4K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,584 | $361.9K | 0.00% | −1,683−32.0% | Reduced |
| Sandy Spring Bank | 3,618 | $365.3K | 0.02% | +9+0.2% | Added |
| Glenmede Trust Co NA | 3,624 | $365.9K | 0.00% | +87+2.5% | Added |
| Morningstar Investment Management LLC | 3,677 | $371.0K | 0.04% | +412+12.6% | Added |
| CI Private Wealth, LLC | 3,716 | $375.2K | 0.00% | +237+6.8% | Added |
| Twinbeech Capital LP | 3,720 | $375.6K | 0.01% | +3,720 | New |
| Monetary Management Group Inc | 3,750 | $378.6K | 0.10% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,750 | $379.0K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,801 | $383.8K | 0.01% | −405−9.6% | Reduced |
| GWM Advisors LLC | 3,820 | $385.7K | 0.00% | +28+0.7% | Added |
| Bayesian Capital Management, LP | 3,847 | $388.4K | 0.04% | +3,847 | New |
| NovaPoint Capital, LLC | 3,865 | $390.2K | 0.13% | −97−2.4% | Reduced |
| Stephens Inc | 3,976 | $401.5K | 0.01% | +115+3.0% | Added |
| Prospera Financial Services Inc | 4,036 | $407.4K | 0.01% | +43+1.1% | Added |
| Global X Japan Co., Ltd. | 4,124 | $416.4K | 0.06% | +298+7.8% | Added |
| Securian Asset Management, Inc | 4,143 | $418.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,181 | $422.2K | 0.00% | +34+0.8% | Added |
| Louisiana State Employees Retirement System | 4,200 | $424.1K | 0.01% | −100−2.3% | Reduced |
| Sherbrooke Park Advisers LLC | 4,486 | $453.0K | 0.08% | +4,486 | New |
| Wealth Alliance Advisory Group, LLC | 4,568 | $461.2K | 0.10% | −111−2.4% | Reduced |
| Ofi Invest Asset Management | 4,910 | $462.6K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,450 | $464.0K | 0.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,763 | $480.9K | 0.02% | +52+1.1% | Added |
| Gen-Wealth Partners Inc | 4,815 | $486.1K | 0.23% | +497+11.5% | Added |
| Csenge Advisory Group | 4,995 | $504.4K | 0.03% | −284−5.4% | Reduced |
| Jefferies Financial Group Inc. | 5,112 | $516.2K | 0.01% | −8,197−61.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,153 | $520.0K | 0.01% | +4,928+2,190.2% | Added |