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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 147,366 | $14.9M | 0.01% | +4,266+3.0% | Added |
| Robeco Institutional Asset Management B.V. | 153,270 | $15.5M | 0.03% | +475+0.3% | Added |
| Rhumbline Advisers | 154,480 | $15.6M | 0.01% | +2,012+1.3% | Added |
| Allianz Asset Management GmbH | 158,602 | $16.0M | 0.03% | +158,602 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 163,119 | $16.5M | 0.02% | +1,073+0.7% | Added |
| RWC Asset Management LLP | 174,848 | $17.7M | 1.24% | +717+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 177,904 | $18.0M | 0.01% | −643−0.4% | Reduced |
| Jane Street Group, LLC | 178,514 | $18.0M | 0.02% | +174,940+4,894.8% | Added |
| Neuberger Berman Group LLC | 179,081 | $18.1M | 0.01% | +174,406+3,730.6% | Added |
| UBS Group AG | 183,413 | $18.5M | 0.01% | +14,640+8.7% | Added |
| Bank of Montreal | 183,258 | $18.6M | 0.01% | +20,425+12.5% | Added |
| Mizuho Markets Americas LLC | 186,256 | $18.8M | 0.52% | −25,873−12.2% | Reduced |
| Marshall Wace, LLP | 195,030 | $19.7M | 0.03% | +50,590+35.0% | Added |
| Bank of America Corp | 200,510 | $20.2M | 0.00% | +9,701+5.1% | Added |
| HSBC Holdings PLC | 201,625 | $20.3M | 0.01% | −122,706−37.8% | Reduced |
| Price T Rowe Associates Inc | 316,662 | $32.0M | 0.00% | +7,559+2.4% | Added |
| SEI Investments Co | 323,499 | $32.7M | 0.05% | −24,820−7.1% | Reduced |
| Victory Capital Management Inc | 326,336 | $33.0M | 0.03% | −2,523−0.8% | Reduced |
| Macquarie Group Ltd | 345,033 | $34.8M | 0.04% | −20,480−5.6% | Reduced |
| Cbre Clarion Securities LLC | 353,844 | $35.7M | 0.65% | +175,986+98.9% | Added |
| Waterfront Capital Partners, LLC | 364,162 | $36.8M | 4.72% | −96,302−20.9% | Reduced |
| Goldman Sachs Group Inc | 398,068 | $40.2M | 0.01% | −1,005−0.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 411,600 | $41.6M | 0.08% | −110,500−21.2% | Reduced |
| Millennium Management LLC | 415,603 | $42.0M | 0.03% | +312,726+304.0% | Added |
| STRS Ohio | 419,181 | $42.3M | 0.17% | +72,600+20.9% | Added |
| Nomura Asset Management Co Ltd | 422,286 | $42.6M | 0.15% | +36,875+9.6% | Added |
| Royal Bank of Canada | 424,212 | $42.8M | 0.01% | +41,133+10.7% | Added |
| CBOE Vest Financial, LLC | 430,051 | $43.4M | 1.04% | +69,059+19.1% | Added |
| Russell Investments Group, Ltd. | 512,449 | $51.7M | 0.08% | +365,070+247.7% | Added |
| Nuveen Asset Management, LLC | 532,693 | $54.0M | 0.02% | +18,213+3.5% | Added |
| Westwood Holdings Group Inc. | 642,446 | $64.9M | 0.30% | +546,711+571.1% | Added |
| Bank of New York Mellon Corp | 662,757 | $66.9M | 0.01% | −27,469−4.0% | Reduced |
| Northern Trust Corp | 733,216 | $74.0M | 0.01% | −2,532−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 822,599 | $83.1M | 0.61% | −37,983−4.4% | Reduced |
| Wells Fargo & Company | 880,307 | $88.9M | 0.02% | −22,499−2.5% | Reduced |
| Legal & General Group Plc | 943,710 | $95.3M | 0.03% | −8,987−0.9% | Reduced |
| Morgan Stanley | 955,358 | $96.5M | 0.01% | +64,591+7.3% | Added |
| Dimensional Fund Advisors LP | 1,138,967 | $115.0M | 0.03% | +8,933+0.8% | Added |
| Deutsche Bank AG | 1,165,208 | $117.7M | 0.05% | +905,400+348.5% | Added |
| Charles Schwab Investment Management Inc | 1,205,706 | $121.7M | 0.02% | +20,842+1.8% | Added |
| Northwood Liquid Management LP | 1,608,444 | $162.4M | 13.32% | +312,837+24.1% | Added |
| ProShare Advisors LLC | 1,732,026 | $174.9M | 0.47% | +36,880+2.2% | Added |
| Geode Capital Management, LLC | 1,948,937 | $196.6M | 0.02% | +71,144+3.8% | Added |
| Massachusetts Financial Services Co | 1,994,209 | $201.4M | 0.06% | +90,395+4.7% | Added |
| Invesco Ltd. | 2,068,178 | $208.8M | 0.04% | +23,977+1.2% | Added |
| Capital Research Global Investors | 2,413,197 | $243.7M | 0.05% | +6180.0% | Added |
| Resolution Capital Ltd | 2,931,422 | $296.0M | 5.57% | −625,125−17.6% | Reduced |
| JPMorgan Chase & Co | 4,717,107 | $476.3M | 0.04% | −353,239−7.0% | Reduced |
| State Street Corp | 6,143,244 | $626.8M | 0.03% | −230,311−3.6% | Reduced |
| Norges Bank | 7,228,715 | $729.9M | 0.11% | +13,245+0.2% | Added |
| BlackRock Inc. | 8,349,657 | $843.1M | 0.02% | +21,599+0.3% | Added |
| Vanguard Group Inc | 12,786,155 | $1.29B | 0.02% | +55,046+0.4% | Added |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −470,232−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −72,105−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,246−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −19,272−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −15,182−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,095−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −6,381−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −6,379−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,899−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,817−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −5,123−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,623−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,373−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Steward Partners Investment Solutions, LLC | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |