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, 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 |
|---|---|---|---|---|---|
| ING Groep NV | 10,046 | $1.01M | 0.01% | −20−0.2% | Reduced |
| CIBC Asset Management Inc | 9,903 | $999.9K | 0.00% | −754−7.1% | Reduced |
| Nissay Asset Management Corp | 9,831 | $992.6K | 0.01% | +693+7.6% | Added |
| Spirit of America Management Corp | 9,700 | $979.4K | 0.20% | −2,400−19.8% | Reduced |
| M&T Bank Corp | 9,622 | $971.1K | 0.00% | −809−7.8% | Reduced |
| First Trust Advisors LP | 9,504 | $959.6K | 0.00% | −115−1.2% | Reduced |
| Mutual of America Capital Management LLC | 9,414 | $950.5K | 0.01% | −218−2.3% | Reduced |
| Engineers Gate Manager LP | 9,143 | $923.2K | 0.02% | +5,249+134.8% | Added |
| Kestra Advisory Services, LLC | 8,788 | $896.9K | 0.01% | +377+4.5% | Added |
| Lokken Investment Group LLC | 8,847 | $893.3K | 0.42% | +8,847 | New |
| Pathstone Holdings, LLC | 8,217 | $832.8K | 0.00% | +199+2.5% | Added |
| MQS Management LLC | 8,235 | $831.5K | 0.50% | +8,235 | New |
| Ameritas Investment Partners, Inc. | 7,916 | $799.3K | 0.03% | 00.0% | Unchanged |
| Natixis | 7,907 | $798.4K | 0.01% | −5,071−39.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $796.1K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,862 | $793.8K | 0.08% | −35−0.4% | Reduced |
| Fort Point Capital Partners LLC | 7,684 | $775.9K | 0.10% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,461 | $753.2K | 0.23% | +7,461 | New |
| Point72 (DIFC) Ltd | 7,444 | $751.6K | 0.07% | +7,444 | New |
| First National Trust Co | 7,424 | $749.6K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,360 | $743.0K | 0.00% | −444−5.7% | Reduced |
| Metis Global Partners, LLC | 7,338 | $740.9K | 0.03% | +843+13.0% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $740.6K | 0.18% | 00.0% | Unchanged |
| Credit Agricole S A | 7,250 | $732.0K | 0.00% | +2,787+62.4% | Added |
| Jeppson Wealth Management, LLC | 7,061 | $712.9K | 0.27% | −12−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,926 | $699.3K | 0.02% | +489+7.6% | Added |
| Xponance, Inc. | 6,780 | $684.6K | 0.01% | −47−0.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,737 | $680.2K | 0.03% | −23,940−78.0% | Reduced |
| NewEdge Wealth, LLC | 6,643 | $670.8K | 0.01% | +37+0.6% | Added |
| Creative Planning | 6,554 | $661.8K | 0.00% | −229−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,522 | $659.0K | 0.00% | +303+4.9% | Added |
| Oregon Public Employees Retirement Fund | 6,444 | $650.7K | 0.01% | +200+3.2% | Added |
| Independent Advisor Alliance | 6,344 | $640.6K | 0.02% | −1,199−15.9% | Reduced |
| Oak Thistle LLC | 6,327 | $638.8K | 0.47% | +6,327 | New |
| Ethic Inc. | 6,269 | $633.0K | 0.01% | −12−0.2% | Reduced |
| Maryland State Retirement & Pension System | 6,223 | $628.3K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,185 | $624.5K | 0.04% | +124+2.0% | Added |
| Norinchukin Bank, The | 6,006 | $606.4K | 0.02% | −53−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,959 | $602.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,814 | $587.0K | 0.05% | +483+9.1% | Added |
| SlateStone Wealth, LLC | 5,795 | $585.0K | 0.06% | +35+0.6% | Added |
| Mizuho Securities USA LLC | 5,754 | $581.0K | 0.01% | +5,754 | New |
| Rodgers Brothers Inc. | 5,675 | $573.0K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,627 | $568.2K | 0.01% | +1,928+52.1% | Added |
| Kentucky Retirement Systems | 5,626 | $568.1K | 0.02% | +47+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,619 | $567.0K | 0.00% | −246−4.2% | Reduced |
| CIBC World Markets Corp | 5,569 | $562.3K | 0.00% | −21,810−79.7% | Reduced |
| Principal Securities, Inc. | 5,566 | $562.0K | 0.02% | +861+18.3% | Added |
| Boothbay Fund Management, LLC | 5,520 | $557.4K | 0.02% | +5,520 | New |
| Park Avenue Securities LLC | 5,492 | $555.0K | 0.01% | +71+1.3% | Added |
| JustInvest LLC | 5,301 | $535.2K | 0.01% | +143+2.8% | Added |
| Pacer Advisors, Inc. | 5,222 | $527.3K | 0.00% | +244+4.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,153 | $520.0K | 0.01% | +4,928+2,190.2% | Added |
| Jefferies Financial Group Inc. | 5,112 | $516.2K | 0.01% | −8,197−61.6% | Reduced |
| Csenge Advisory Group | 4,995 | $504.4K | 0.03% | −284−5.4% | Reduced |
| Gen-Wealth Partners Inc | 4,815 | $486.1K | 0.23% | +497+11.5% | Added |
| Hartford Investment Management Co | 4,763 | $480.9K | 0.02% | +52+1.1% | Added |
| Everence Capital Management Inc | 4,450 | $464.0K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 4,910 | $462.6K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,568 | $461.2K | 0.10% | −111−2.4% | Reduced |
| Sherbrooke Park Advisers LLC | 4,486 | $453.0K | 0.08% | +4,486 | New |
| Louisiana State Employees Retirement System | 4,200 | $424.1K | 0.01% | −100−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,181 | $422.2K | 0.00% | +34+0.8% | Added |
| Securian Asset Management, Inc | 4,143 | $418.3K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 4,124 | $416.4K | 0.06% | +298+7.8% | Added |
| Prospera Financial Services Inc | 4,036 | $407.4K | 0.01% | +43+1.1% | Added |
| Stephens Inc | 3,976 | $401.5K | 0.01% | +115+3.0% | Added |
| NovaPoint Capital, LLC | 3,865 | $390.2K | 0.13% | −97−2.4% | Reduced |
| Bayesian Capital Management, LP | 3,847 | $388.4K | 0.04% | +3,847 | New |
| GWM Advisors LLC | 3,820 | $385.7K | 0.00% | +28+0.7% | Added |
| Northwest & Ethical Investments L.P. | 3,801 | $383.8K | 0.01% | −405−9.6% | Reduced |
| New Mexico Educational Retirement Board | 3,750 | $379.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,750 | $378.6K | 0.10% | 00.0% | Unchanged |
| Twinbeech Capital LP | 3,720 | $375.6K | 0.01% | +3,720 | New |
| CI Private Wealth, LLC | 3,716 | $375.2K | 0.00% | +237+6.8% | Added |
| Morningstar Investment Management LLC | 3,677 | $371.0K | 0.04% | +412+12.6% | Added |
| Glenmede Trust Co NA | 3,624 | $365.9K | 0.00% | +87+2.5% | Added |
| Sandy Spring Bank | 3,618 | $365.3K | 0.02% | +9+0.2% | Added |
| Banco Santander, S.A. | 3,584 | $361.9K | 0.00% | −1,683−32.0% | Reduced |
| Trust Co of Vermont | 3,500 | $353.4K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,414 | $344.7K | 0.00% | −715−17.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,370 | $340.0K | 0.01% | −1,218−26.5% | Reduced |
| Equitable Holdings, Inc. | 3,291 | $332.3K | 0.00% | −194−5.6% | Reduced |
| Thrivent Financial for Lutherans | 3,146 | $318.0K | 0.00% | +17+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,099 | $312.9K | 0.00% | +841+37.2% | Added |
| Aviva PLC | 3,080 | $311.0K | 0.00% | −26−0.8% | Reduced |
| Fiduciary Group LLC | 3,075 | $310.5K | 0.03% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,005 | $303.4K | 0.00% | +3,005 | New |
| BLB&B Advisors, LLC | 3,000 | $302.9K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,981 | $301.2K | 0.00% | −373−11.1% | Reduced |
| Apollon Wealth Management, LLC | 2,956 | $298.5K | 0.01% | +461+18.5% | Added |
| Revisor Wealth Management LLC | 2,940 | $296.9K | 0.21% | −2,016−40.7% | Reduced |
| Strategy Asset Managers LLC | 2,940 | $284.6K | 0.06% | −61−2.0% | Reduced |
| Modera Wealth Management, LLC | 2,769 | $279.6K | 0.00% | −69−2.4% | Reduced |
| Captrust Financial Advisors | 2,763 | $279.0K | 0.00% | +155+5.9% | Added |
| Mackenzie Financial Corp | 2,760 | $278.7K | 0.00% | −62−2.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,691 | $272.0K | 0.00% | −23−0.8% | Reduced |
| Private Advisor Group, LLC | 2,684 | $271.0K | 0.00% | +407+17.9% | Added |
| Montgomery Investment Management Inc | 2,630 | $265.6K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 2,625 | $265.0K | 0.00% | −83−3.1% | Reduced |