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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 5,222 | $527.3K | 0.00% | +244+4.9% | Added |
| JustInvest LLC | 5,301 | $535.2K | 0.01% | +143+2.8% | Added |
| Park Avenue Securities LLC | 5,492 | $555.0K | 0.01% | +71+1.3% | Added |
| Boothbay Fund Management, LLC | 5,520 | $557.4K | 0.02% | +5,520 | New |
| Principal Securities, Inc. | 5,566 | $562.0K | 0.02% | +861+18.3% | Added |
| CIBC World Markets Corp | 5,569 | $562.3K | 0.00% | −21,810−79.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,619 | $567.0K | 0.00% | −246−4.2% | Reduced |
| Kentucky Retirement Systems | 5,626 | $568.1K | 0.02% | +47+0.8% | Added |
| Tower Research Capital LLC (TRC) | 5,627 | $568.2K | 0.01% | +1,928+52.1% | Added |
| Rodgers Brothers Inc. | 5,675 | $573.0K | 0.08% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 5,754 | $581.0K | 0.01% | +5,754 | New |
| SlateStone Wealth, LLC | 5,795 | $585.0K | 0.06% | +35+0.6% | Added |
| Creative Financial Designs Inc | 5,814 | $587.0K | 0.05% | +483+9.1% | Added |
| Teachers Retirement System of the State of Kentucky | 5,959 | $602.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,006 | $606.4K | 0.02% | −53−0.9% | Reduced |
| PFG Investments, LLC | 6,185 | $624.5K | 0.04% | +124+2.0% | Added |
| Maryland State Retirement & Pension System | 6,223 | $628.3K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 6,269 | $633.0K | 0.01% | −12−0.2% | Reduced |
| Oak Thistle LLC | 6,327 | $638.8K | 0.47% | +6,327 | New |
| Independent Advisor Alliance | 6,344 | $640.6K | 0.02% | −1,199−15.9% | Reduced |
| Oregon Public Employees Retirement Fund | 6,444 | $650.7K | 0.01% | +200+3.2% | Added |
| Commonwealth Equity Services, LLC | 6,522 | $659.0K | 0.00% | +303+4.9% | Added |
| Creative Planning | 6,554 | $661.8K | 0.00% | −229−3.4% | Reduced |
| NewEdge Wealth, LLC | 6,643 | $670.8K | 0.01% | +37+0.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 6,737 | $680.2K | 0.03% | −23,940−78.0% | Reduced |
| Xponance, Inc. | 6,780 | $684.6K | 0.01% | −47−0.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,926 | $699.3K | 0.02% | +489+7.6% | Added |
| Jeppson Wealth Management, LLC | 7,061 | $712.9K | 0.27% | −12−0.2% | Reduced |
| Credit Agricole S A | 7,250 | $732.0K | 0.00% | +2,787+62.4% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $740.6K | 0.18% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,338 | $740.9K | 0.03% | +843+13.0% | Added |
| Public Employees Retirement Association of Colorado | 7,360 | $743.0K | 0.00% | −444−5.7% | Reduced |
| First National Trust Co | 7,424 | $749.6K | 0.03% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 7,444 | $751.6K | 0.07% | +7,444 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,461 | $753.2K | 0.23% | +7,461 | New |
| Fort Point Capital Partners LLC | 7,684 | $775.9K | 0.10% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,862 | $793.8K | 0.08% | −35−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $796.1K | 0.04% | 00.0% | Unchanged |
| Natixis | 7,907 | $798.4K | 0.01% | −5,071−39.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,916 | $799.3K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 8,235 | $831.5K | 0.50% | +8,235 | New |
| Pathstone Holdings, LLC | 8,217 | $832.8K | 0.00% | +199+2.5% | Added |
| Lokken Investment Group LLC | 8,847 | $893.3K | 0.42% | +8,847 | New |
| Kestra Advisory Services, LLC | 8,788 | $896.9K | 0.01% | +377+4.5% | Added |
| Engineers Gate Manager LP | 9,143 | $923.2K | 0.02% | +5,249+134.8% | Added |
| Mutual of America Capital Management LLC | 9,414 | $950.5K | 0.01% | −218−2.3% | Reduced |
| First Trust Advisors LP | 9,504 | $959.6K | 0.00% | −115−1.2% | Reduced |
| M&T Bank Corp | 9,622 | $971.1K | 0.00% | −809−7.8% | Reduced |
| Spirit of America Management Corp | 9,700 | $979.4K | 0.20% | −2,400−19.8% | Reduced |
| Nissay Asset Management Corp | 9,831 | $992.6K | 0.01% | +693+7.6% | Added |
| CIBC Asset Management Inc | 9,903 | $999.9K | 0.00% | −754−7.1% | Reduced |
| ING Groep NV | 10,046 | $1.01M | 0.01% | −20−0.2% | Reduced |
| Lido Advisors, LLC | 9,991 | $1.02M | 0.01% | −636−6.0% | Reduced |
| Sigma Planning Corp | 10,258 | $1.04M | 0.03% | −62−0.6% | Reduced |
| Rafferty Asset Management, LLC | 10,308 | $1.04M | 0.00% | +1,508+17.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,363 | $1.05M | 0.06% | +10,363 | New |
| GeoWealth Management, LLC | 10,451 | $1.06M | 0.05% | −26−0.2% | Reduced |
| FourThought Financial Partners, LLC | 10,798 | $1.09M | 0.14% | +161+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,936 | $1.10M | 0.01% | −13,107−54.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,500 | $1.16M | 0.00% | −2,500−17.9% | Reduced |
| PGGM Investments | 11,561 | $1.17M | 0.02% | −589,881−98.1% | Reduced |
| Heitman Real Estate Securities LLC | 11,635 | $1.17M | 0.07% | −708−5.7% | Reduced |
| Kesler, Norman & Wride, LLC | 11,988 | $1.21M | 0.26% | −4,174−25.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,090 | $1.22M | 0.00% | −629−4.9% | Reduced |
| Lecap Asset Management Ltd | 12,135 | $1.23M | 0.26% | +12,135 | New |
| Loudon Investment Management, LLC | 12,455 | $1.26M | 0.74% | −24−0.2% | Reduced |
| Public Sector Pension Investment Board | 12,615 | $1.27M | 0.01% | +1,598+14.5% | Added |
| Storebrand Asset Management AS | 12,945 | $1.31M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,175 | $1.33M | 0.09% | +13,175 | New |
| Mirabella Financial Services LLP | 13,214 | $1.33M | 0.10% | +13,214 | New |
| Utah Retirement Systems | 13,533 | $1.37M | 0.02% | −437−3.1% | Reduced |
| JB Capital LLC | 13,591 | $1.37M | 0.09% | +4,033+42.2% | Added |
| Infrastructure Capital Advisors, LLC | 13,775 | $1.39M | 0.19% | +6,075+78.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,870 | $1.40M | 0.00% | +13,870 | New |
| TD Asset Management Inc | 13,894 | $1.40M | 0.00% | +700+5.3% | Added |
| Czech National Bank | 14,226 | $1.44M | 0.02% | +1,303+10.1% | Added |
| Walleye Trading LLC | 14,248 | $1.44M | 0.03% | +14,248 | New |
| Truist Financial Corp | 14,398 | $1.45M | 0.00% | +70.0% | Added |
| Steward Partners Investment Advisory, LLC | 14,751 | $1.49M | 0.02% | −886−5.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,929 | $1.51M | 0.00% | −332−2.2% | Reduced |
| Franklin Resources Inc | 15,334 | $1.55M | 0.00% | −2,582−14.4% | Reduced |
| Brown Advisory Inc | 15,419 | $1.56M | 0.00% | +1,067+7.4% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.56M | 0.07% | 00.0% | Unchanged |
| Amalgamated Bank | 15,568 | $1.57M | 0.01% | −10.0% | Reduced |
| Handelsbanken Fonder AB | 15,600 | $1.57M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,816 | $1.60M | 0.01% | −827−5.0% | Reduced |
| Danske Bank A/S | 16,099 | $1.63M | 0.01% | −2,100−11.5% | Reduced |
| Teacher Retirement System of Texas | 16,138 | $1.63M | 0.01% | −1,205−6.9% | Reduced |
| Blackhawk Capital Partners LLC. | 16,263 | $1.64M | 0.99% | −986−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 16,776 | $1.69M | 0.00% | +5,357+46.9% | Added |
| Marex Group plc | 17,800 | $1.80M | 0.05% | +17,800 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,387 | $1.86M | 0.02% | +920+5.3% | Added |
| Ossiam | 18,503 | $1.87M | 0.04% | +2,690+17.0% | Added |
| New York Life Investment Management LLC | 19,042 | $1.92M | 0.02% | +1,033+5.7% | Added |
| Susquehanna International Group, LLP | 19,118 | $1.93M | 0.00% | +3,484+22.3% | Added |
| Corebridge Financial, Inc. | 19,135 | $1.93M | 0.01% | +19,135 | New |
| IFM Investors Pty Ltd | 19,161 | $1.93M | 0.02% | +19,161 | New |
| Colony Group, LLC | 19,602 | $1.98M | 0.01% | −848−4.1% | Reduced |
| Edgestream Partners, L.P. | 19,621 | $1.98M | 0.10% | +19,621 | New |
| Citadel Advisors LLC | 19,756 | $1.99M | 0.00% | −10,912−35.6% | Reduced |