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, Q3 2024
Institutional positions in Federal Realty Investment Trust as of Sep 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
- 505
- +57 vs. Q2 2024
- Shares held
- 81.3M
- +10.6M (+14.9%) vs. Q2 2024
- Total value
- $9.34B
- +$2.20B (+30.8%) vs. Q2 2024
- New holders
- 88
- 195 more added
- Sold out
- 31
- 144 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,822,390 | $1.47B | 0.03% | +36,235+0.3% | Added |
| BlackRock, Inc. | 8,412,891 | $967.2M | 0.02% | +8,412,891 | New |
| Norges Bank | 7,231,756 | $831.4M | 0.12% | +3,0410.0% | Added |
| State Street Corp | 6,112,938 | $702.8M | 0.03% | −30,306−0.5% | Reduced |
| JPMorgan Chase & Co | 4,885,992 | $561.7M | 0.04% | +168,885+3.6% | Added |
| Resolution Capital Ltd | 3,133,889 | $360.3M | 6.18% | +202,467+6.9% | Added |
| Invesco Ltd. | 2,160,185 | $248.4M | 0.05% | +92,007+4.4% | Added |
| Massachusetts Financial Services Co | 1,960,315 | $225.4M | 0.07% | −33,894−1.7% | Reduced |
| Geode Capital Management, LLC | 1,956,097 | $224.6M | 0.02% | +7,160+0.4% | Added |
| ProShare Advisors LLC | 1,673,826 | $192.4M | 0.47% | −58,200−3.4% | Reduced |
| Deutsche Bank AG | 1,378,906 | $158.5M | 0.06% | +213,698+18.3% | Added |
| Charles Schwab Investment Management Inc | 1,247,915 | $143.5M | 0.03% | +42,209+3.5% | Added |
| Dimensional Fund Advisors LP | 1,136,865 | $130.7M | 0.03% | −2,102−0.2% | Reduced |
| Morgan Stanley | 1,024,656 | $117.8M | 0.01% | +69,298+7.3% | Added |
| Northwood Liquid Management LP | 1,006,614 | $115.7M | 8.94% | −601,830−37.4% | Reduced |
| Westwood Holdings Group Inc. | 944,763 | $108.6M | 0.46% | +302,317+47.1% | Added |
| Wells Fargo & Company | 867,657 | $99.8M | 0.02% | −12,650−1.4% | Reduced |
| Clark Capital Management Group, Inc. | 803,543 | $92.4M | 0.63% | −19,056−2.3% | Reduced |
| Cbre Clarion Securities LLC | 751,274 | $86.4M | 1.37% | +397,430+112.3% | Added |
| Legal & General Group Plc | 723,508 | $83.2M | 0.02% | −220,202−23.3% | Reduced |
| Northern Trust Corp | 712,222 | $81.9M | 0.01% | −20,994−2.9% | Reduced |
| Bank of New York Mellon Corp | 641,121 | $73.7M | 0.01% | −21,636−3.3% | Reduced |
| Janus Henderson Group PLC | 611,086 | $70.3M | 0.04% | +572,008+1,463.8% | Added |
| Russell Investments Group, Ltd. | 609,691 | $70.1M | 0.10% | +97,242+19.0% | Added |
| UBS Asset Management Americas Inc | 604,890 | $69.5M | 0.02% | +496,129+456.2% | Added |
| FMR LLC | 572,809 | $65.9M | 0.00% | +498,146+667.2% | Added |
| Royal Bank of Canada | 463,563 | $53.3M | 0.01% | +39,351+9.3% | Added |
| CBOE Vest Financial, LLC | 454,327 | $52.2M | 1.01% | +24,276+5.6% | Added |
| Goldman Sachs Group Inc | 437,640 | $50.3M | 0.01% | +39,572+9.9% | Added |
| Nomura Asset Management Co Ltd | 426,281 | $49.0M | 0.15% | +3,995+0.9% | Added |
| Nuveen Asset Management, LLC | 420,094 | $48.3M | 0.01% | −112,599−21.1% | Reduced |
| SEI Investments Co | 400,418 | $46.0M | 0.06% | +76,919+23.8% | Added |
| STRS Ohio | 390,581 | $44.9M | 0.17% | −28,600−6.8% | Reduced |
| Qube Research & Technologies Ltd | 388,151 | $44.6M | 0.08% | +388,151 | New |
| Adage Capital Partners GP, L.L.C. | 320,900 | $36.9M | 0.07% | −90,700−22.0% | Reduced |
| Price T Rowe Associates Inc | 314,819 | $36.2M | 0.00% | −1,843−0.6% | Reduced |
| HSBC Holdings PLC | 309,291 | $35.5M | 0.02% | +107,666+53.4% | Added |
| UBS Group AG | 300,870 | $34.6M | 0.01% | +117,457+64.0% | Added |
| Millennium Management LLC | 298,987 | $34.4M | 0.03% | −116,616−28.1% | Reduced |
| Victory Capital Management Inc | 295,203 | $33.9M | 0.03% | −31,133−9.5% | Reduced |
| Voloridge Investment Management, LLC | 293,944 | $33.8M | 0.12% | +174,665+146.4% | Added |
| Renaissance Technologies LLC | 277,400 | $31.9M | 0.05% | +173,000+165.7% | Added |
| Arrowstreet Capital, Limited Partnership | 271,163 | $31.2M | 0.03% | +271,163 | New |
| Macquarie Group Ltd | 257,167 | $29.6M | 0.03% | −87,866−25.5% | Reduced |
| Citigroup Inc | 240,048 | $27.6M | 0.03% | +95,185+65.7% | Added |
| Bank of America Corp | 239,332 | $27.5M | 0.00% | +38,822+19.4% | Added |
| Wellington Management Group LLP | 230,910 | $26.5M | 0.00% | +230,910 | New |
| Neuberger Berman Group LLC | 229,243 | $26.1M | 0.02% | +50,162+28.0% | Added |
| RWC Asset Management LLP | 209,547 | $24.1M | 1.40% | +34,699+19.8% | Added |
| Mizuho Markets Americas LLC | 196,946 | $22.6M | 0.55% | +10,690+5.7% | Added |
| Bank of Montreal | 184,297 | $21.1M | 0.01% | +1,039+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 164,858 | $19.0M | 0.15% | +141,458+604.5% | Added |
| Allianz Asset Management GmbH | 160,175 | $18.4M | 0.03% | +1,573+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157,171 | $18.1M | 0.02% | −5,948−3.6% | Reduced |
| California Public Employees Retirement System | 153,587 | $17.7M | 0.01% | +6,221+4.2% | Added |
| Kempen Capital Management N.V. | 152,850 | $17.6M | 0.18% | +90,454+145.0% | Added |
| Swiss National Bank | 145,800 | $16.8M | 0.01% | −1,100−0.7% | Reduced |
| Rhumbline Advisers | 144,974 | $16.7M | 0.02% | −9,506−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,541 | $16.3M | 0.01% | −36,363−20.4% | Reduced |
| Bank of Nova Scotia | 139,728 | $16.1M | 0.03% | +1,084+0.8% | Added |
| Public Employees Retirement System of Ohio | 138,152 | $15.9M | 0.07% | +159+0.1% | Added |
| Barclays PLC | 132,497 | $15.2M | 0.01% | +4,324+3.4% | Added |
| AXA S.A. | 132,269 | $15.2M | 0.05% | +4,553+3.6% | Added |
| Balyasny Asset Management LLC | 131,754 | $15.1M | 0.04% | +131,754 | New |
| Two Sigma Investments, LP | 131,080 | $15.1M | 0.03% | +95,169+265.0% | Added |
| Lighthouse Investment Partners, LLC | 131,000 | $15.1M | 0.81% | +131,000 | New |
| Amundi | 133,770 | $14.7M | 0.01% | −13,854−9.4% | Reduced |
| Masterton Capital Management, LP | 125,853 | $14.5M | 9.64% | +77,700+161.4% | Added |
| Robeco Institutional Asset Management B.V. | 122,626 | $14.1M | 0.03% | −30,644−20.0% | Reduced |
| Raymond James & Associates | 121,689 | $14.0M | 0.01% | −9,991−7.6% | Reduced |
| Jane Street Group, LLC | 117,356 | $13.5M | 0.02% | −61,158−34.3% | Reduced |
| Janney Montgomery Scott LLC | 116,706 | $13.4M | 0.04% | −1,538−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 111,652 | $12.8M | 0.49% | −7,318−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 111,230 | $12.8M | 0.05% | +752+0.7% | Added |
| Nordea Investment Management AB | 111,879 | $12.8M | 0.01% | +111,879 | New |
| Alliancebernstein L.P. | 110,891 | $12.7M | 0.00% | −3,419−3.0% | Reduced |
| State of Tennessee, Treasury Department | 108,830 | $12.5M | 0.04% | +22,737+26.4% | Added |
| Squarepoint Ops LLC | 100,947 | $11.6M | 0.04% | +33,520+49.7% | Added |
| Centersquare Investment Management LLC | 100,602 | $11.6M | 0.11% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 100,000 | $11.5M | 0.85% | 00.0% | Unchanged |
| AQR Capital Management LLC | 100,266 | $11.4M | 0.02% | +10,549+11.8% | Added |
| Guggenheim Capital LLC | 99,471 | $11.4M | 0.08% | +9,589+10.7% | Added |
| RMB Capital Management, LLC | 97,727 | $11.2M | 0.26% | +2,038+2.1% | Added |
| Principal Financial Group Inc | 93,306 | $10.7M | 0.01% | +7,501+8.7% | Added |
| ExodusPoint Capital Management, LP | 87,349 | $10.0M | 0.10% | −15,066−14.7% | Reduced |
| Cubist Systematic Strategies, LLC | 86,723 | $9.97M | 0.15% | +47,460+120.9% | Added |
| Waterfront Capital Partners, LLC | 83,521 | $9.60M | 1.76% | −280,641−77.1% | Reduced |
| Marshall Wace, LLP | 82,498 | $9.48M | 0.01% | −112,532−57.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 81,935 | $9.37M | 0.02% | +10,456+14.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 80,644 | $9.27M | 0.02% | +69,144+601.3% | Added |
| Ameriprise Financial Inc | 80,018 | $9.20M | 0.00% | +34,008+73.9% | Added |
| New York State Teachers Retirement System | 79,894 | $9.19M | 0.02% | +6,962+9.5% | Added |
| Prudential Financial Inc | 79,243 | $9.11M | 0.01% | −14,093−15.1% | Reduced |
| Yousif Capital Management, LLC | 75,576 | $8.69M | 0.09% | −936−1.2% | Reduced |
| Verition Fund Management LLC | 75,024 | $8.63M | 0.06% | −10,317−12.1% | Reduced |
| Mattern Capital Management, LLC | 72,503 | $8.34M | 1.05% | −72−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 71,349 | $8.20M | 0.02% | −14,570−17.0% | Reduced |
| California State Teachers Retirement System | 71,232 | $8.19M | 0.01% | −3,181−4.3% | Reduced |
| LPL Financial LLC | 70,902 | $8.15M | 0.00% | −616−0.9% | Reduced |
| Envestnet Asset Management Inc | 66,519 | $7.65M | 0.00% | −10,607−13.8% | Reduced |