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 |
|---|---|---|---|---|---|
| Mariner, LLC | 2,618 | $264.3K | 0.00% | −321−10.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,600 | $262.5K | 0.13% | +2,600 | New |
| Panagora Asset Management Inc | 2,532 | $255.7K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 2,521 | $254.5K | 0.00% | +2,521 | New |
| Lazard Asset Management LLC | 2,524 | $254.0K | 0.00% | +1,535+155.2% | Added |
| GAMMA Investing LLC | 2,495 | $251.9K | 0.03% | +658+35.8% | Added |
| KCM Investment Advisors LLC | 2,469 | $249.3K | 0.01% | −407−14.2% | Reduced |
| Keybank National Association | 2,467 | $249.1K | 0.00% | −7−0.3% | Reduced |
| Toroso Investments, LLC | 2,454 | $247.8K | 0.00% | −14−0.6% | Reduced |
| Kaizen Financial Strategies | 2,151 | $245.0K | 0.15% | +45+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,408 | $243.1K | 0.02% | −16−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,377 | $240.0K | 0.01% | +46+2.0% | Added |
| Lockheed Martin Investment Management Co | 2,330 | $235.3K | 0.01% | −1,435−38.1% | Reduced |
| Walleye Capital LLC | 2,318 | $234.0K | 0.00% | +2,318 | New |
| Smith Shellnut Wilson LLC | 2,271 | $229.3K | 0.11% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,232 | $228.1K | 0.00% | +2,232 | New |
| Fifth Third Bancorp | 2,249 | $227.1K | 0.00% | +72+3.3% | Added |
| Two Sigma Securities, LLC | 2,212 | $223.3K | 0.01% | +2,212 | New |
| Powell Investment Advisors, LLC | 2,183 | $222.8K | 0.12% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,176 | $220.0K | 0.00% | −45−2.0% | Reduced |
| Los Angeles Capital Management LLC | 2,167 | $218.8K | 0.00% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,150 | $217.1K | 0.05% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,152 | $215.9K | 0.00% | +812+60.6% | Added |
| Baird Financial Group, Inc. | 2,115 | $213.6K | 0.00% | +26+1.2% | Added |
| 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 |
| Heritage Investors Management Corp | 2,034 | $205.0K | 0.01% | −350−14.7% | Reduced |
| RB Capital Management, LLC | 2,005 | $202.4K | 0.05% | −52−2.5% | Reduced |
| BancorpSouth Bank | 2,000 | $201.9K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,932 | $195.1K | 0.13% | −1−0.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,723 | $174.0K | 0.03% | +1,723 | New |
| KBC Group NV | 1,725 | $174.0K | 0.00% | +216+14.3% | Added |
| Sunbelt Securities, Inc. | 1,647 | $166.3K | 0.02% | +7+0.4% | Added |
| Old Point Trust & Financial Services N A | 1,616 | $163.2K | 0.06% | −250−13.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,562 | $157.7K | 0.00% | +120+8.3% | Added |
| IFP Advisors, Inc | 1,530 | $154.4K | 0.01% | −1,555−50.4% | Reduced |
| Quarry LP | 1,498 | $151.3K | 0.06% | +1,093+269.9% | Added |
| Mather Group, LLC. | 1,462 | $149.3K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,389 | $140.2K | 0.00% | +29+2.1% | Added |
| Exchange Traded Concepts, LLC | 1,366 | $137.9K | 0.00% | +177+14.9% | Added |
| Allworth Financial LP | 1,223 | $133.9K | 0.00% | +10+0.8% | Added |
| Jones Financial Companies LLLP | 1,307 | $132.0K | 0.00% | +1,237+1,767.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,305 | $130.9K | 0.01% | +1,297+16,212.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $120.4K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,095 | $110.6K | 0.00% | −44−3.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,061 | $107.1K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,044 | $105.0K | 0.00% | +9+0.9% | Added |
| CWM, LLC | 1,011 | $102.0K | 0.00% | +92+10.0% | Added |
| Whittier Trust Co | 1,000 | $101.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 952 | $96.1K | 0.01% | +952 | New |
| Y.D. More Investments Ltd | 950 | $95.9K | 0.01% | +950 | New |
| Harvest Fund Management Co., Ltd | 888 | $90.0K | 0.01% | +888 | New |
| Vestcor Inc | 873 | $88.0K | 0.00% | +873 | New |
| Signaturefd, LLC | 859 | $86.7K | 0.00% | −74−7.9% | Reduced |
| EntryPoint Capital, LLC | 841 | $84.9K | 0.04% | +839+41,950.0% | Added |
| PEAK6 Investments LLC | 811 | $81.9K | 0.00% | −3,999−83.1% | Reduced |
| Quadrant Capital Group LLC | 794 | $80.2K | 0.01% | +115+16.9% | Added |
| Central Pacific Bank - Trust Division | 735 | $74.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 700 | $70.7K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 613 | $62.0K | 0.00% | −2−0.3% | Reduced |
| Farther Finance Advisors, LLC | 610 | $61.3K | 0.00% | +254+71.3% | Added |
| EverSource Wealth Advisors, LLC | 545 | $60.9K | 0.00% | +3+0.6% | Added |
| Delta Asset Management LLC | 525 | $53.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $51.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $50.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 497 | $50.2K | 0.01% | +487+4,870.0% | Added |
| Richardson Financial Services Inc. | 480 | $48.5K | 0.03% | −10−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 423 | $42.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 414 | $41.8K | 0.00% | −20−4.6% | Reduced |
| Clarity Asset Management, Inc. | 403 | $40.7K | 0.03% | +2+0.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 402 | $40.0K | 0.00% | −34−7.8% | Reduced |
| Parkside Financial Bank & Trust | 384 | $38.8K | 0.01% | +130+51.2% | Added |
| DAGCO, Inc. | 350 | $35.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 345 | $35.2K | 0.00% | +310+885.7% | Added |
| State of Wyoming | 337 | $34.0K | 0.01% | +31+10.1% | Added |
| Family Firm, Inc. | 327 | $33.0K | 0.01% | +327 | New |
| Toth Financial Advisory Corp | 321 | $32.4K | 0.00% | +1+0.3% | Added |
| Sentry Investment Management LLC | 319 | $32.0K | 0.01% | −65−16.9% | Reduced |
| Hilltop National Bank | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 259 | $26.2K | 0.00% | +2+0.8% | Added |
| Montag A & Associates Inc | 240 | $24.5K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 227 | $23.0K | 0.00% | +227 | New |
| Headlands Technologies LLC | 201 | $20.3K | 0.00% | −516−72.0% | Reduced |
| Clearstead Advisors, LLC | 200 | $20.2K | 0.00% | +200 | New |
| Larson Financial Group LLC | 199 | $20.1K | 0.00% | −9−4.3% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $17.6K | 0.00% | +98+128.9% | Added |
| Smartleaf Asset Management LLC | 167 | $16.8K | 0.00% | −15−8.2% | Reduced |
| Cromwell Holdings LLC | 158 | $16.1K | 0.01% | +158 | New |
| Parallel Advisors, LLC | 154 | $15.5K | 0.00% | −132−46.2% | Reduced |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 142 | $14.3K | 0.00% | +86+153.6% | Added |
| Federated Hermes, Inc. | 138 | $13.9K | 0.00% | −8−5.5% | Reduced |
| Venturi Wealth Management, LLC | 136 | $13.7K | 0.00% | +22+19.3% | Added |
| Quent Capital, LLC | 132 | $13.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 131 | $13.0K | 0.00% | +15+12.9% | Added |
| Aspect Partners, LLC | 124 | $12.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 120 | $12.2K | 0.00% | −6−4.8% | Reduced |
| SJS Investment Consulting Inc. | 114 | $11.5K | 0.00% | 00.0% | Unchanged |