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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 107 | $10.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 93 | $9.39K | 0.00% | −1,017−91.6% | Reduced |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | +10+12.0% | Added |
| MV Capital Management, Inc. | 89 | $8.99K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 87 | $8.79K | 0.00% | −119−57.8% | Reduced |
| Massmutual Trust Co FSB | 87 | $8.78K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 81 | $8.15K | 0.00% | +4+5.2% | Added |
| Bell Investment Advisors, Inc | 79 | $7.98K | 0.00% | +21+36.2% | Added |
| Versant Capital Management, Inc | 74 | $7.47K | 0.00% | +61+469.2% | Added |
| TD Private Client Wealth LLC | 68 | $6.87K | 0.00% | −32−32.0% | Reduced |
| Financial Freedom, LLC | 63 | $6.37K | 0.00% | +1+1.6% | Added |
| Dynamic Wealth Strategies, LLC | 56 | $6.00K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $5.86K | 0.00% | −387−87.0% | Reduced |
| Lindbrook Capital, LLC | 50 | $5.05K | 0.00% | −10−16.7% | Reduced |
| Atticus Wealth Management, LLC | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.95K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $4.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $3.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.23K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $2.93K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $2.83K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $2.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $2.42K | 0.00% | −2−7.7% | Reduced |
| Umb Bank N A | 22 | $2.22K | 0.00% | +11+100.0% | Added |
| Sound Income Strategies, LLC | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $1.82K | 0.00% | +18 | New |
| Carolinas Wealth Consulting LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 16 | $1.57K | 0.00% | +1+6.7% | Added |
| Kozak & Associates, Inc. | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $909 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $909 | 0.00% | +1+12.5% | Added |
| Ridgewood Investments LLC | 9 | $871 | 0.00% | +9 | New |
| Continuum Advisory, LLC | 8 | $808 | 0.00% | +1+14.3% | Added |
| Financial Network Wealth Advisors LLC | 8 | $808 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 6 | $618 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $101 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $101 | 0.00% | +1 | New |
| Davis Selected Advisers | 61,320 | $0 | 0.00% | −40−0.1% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |