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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $115 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $115 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $517 | 0.00% | −11−68.8% | Reduced |
| Raleigh Capital Management Inc. | 5 | $575 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8 | $920 | 0.00% | −1−11.1% | Reduced |
| Hemington Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Leonteq Securities AG | 11 | $1.26K | 0.00% | −486−97.8% | Reduced |
| Dunhill Financial, LLC | 11 | $1.30K | 0.00% | +5+83.3% | Added |
| LRI Investments, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 12 | $1.38K | 0.00% | +12 | New |
| Kozak & Associates, Inc. | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $1.84K | 0.00% | +16 | New |
| Geneos Wealth Management Inc. | 16 | $1.84K | 0.00% | +16 | New |
| Continuum Advisory, LLC | 17 | $1.93K | 0.00% | +9+112.5% | Added |
| Iron Horse Wealth Management, LLC | 19 | $2.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21 | $2.41K | 0.00% | +21 | New |
| Umb Bank N A | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $3.00K | 0.00% | +13+108.3% | Added |
| AdvisorNet Financial, Inc | 28 | $3.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $3.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.68K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $3.79K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 39 | $4.48K | 0.00% | +39 | New |
| Crewe Advisors LLC | 42 | $4.83K | 0.00% | +1+2.4% | Added |
| Ashton Thomas Securities, LLC | 46 | $5.29K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 49 | $5.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $5.75K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.75K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 55 | $6.32K | 0.00% | +55 | New |
| Elequin Capital LP | 59 | $6.78K | 0.00% | +59 | New |
| JNBA Financial Advisors | 59 | $6.78K | 0.00% | +59 | New |
| Financial Freedom, LLC | 64 | $7.32K | 0.00% | +1+1.6% | Added |
| Meeder Asset Management Inc | 66 | $7.59K | 0.00% | +8+13.8% | Added |
| Versant Capital Management, Inc | 69 | $7.93K | 0.00% | −5−6.8% | Reduced |
| Bell Investment Advisors, Inc | 74 | $8.51K | 0.00% | −5−6.3% | Reduced |
| Baldwin Brothers Inc | 78 | $8.97K | 0.00% | +78 | New |
| PSI Advisors, LLC | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 88 | $10.1K | 0.00% | +20+29.4% | Added |
| MV Capital Management, Inc. | 89 | $10.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $10.6K | 0.00% | −15−14.0% | Reduced |
| GW&K Investment Management, LLC | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $11.5K | 0.01% | +100 | New |
| Spire Wealth Management | 105 | $12.1K | 0.00% | +12+12.9% | Added |
| Huntington National Bank | 108 | $12.4K | 0.00% | −12−10.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 110 | $12.6K | 0.02% | +110 | New |
| Aspect Partners, LLC | 113 | $13.0K | 0.01% | −11−8.9% | Reduced |
| SJS Investment Consulting Inc. | 114 | $13.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 120 | $13.8K | 0.00% | −22−15.5% | Reduced |
| Massmutual Trust Co FSB | 121 | $13.9K | 0.00% | +34+39.1% | Added |
| Dynamic Wealth Strategies, LLC | 125 | $14.0K | 0.01% | +69+123.2% | Added |
| CoreCap Advisors, LLC | 128 | $14.7K | 0.00% | +128 | New |
| Quent Capital, LLC | 132 | $15.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 136 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 149 | $17.2K | 0.00% | −25−14.4% | Reduced |
| Federated Hermes, Inc. | 153 | $17.6K | 0.00% | +15+10.9% | Added |
| Cromwell Holdings LLC | 158 | $18.2K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 191 | $22.0K | 0.00% | −36−15.9% | Reduced |
| Clearstead Advisors, LLC | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 204 | $23.5K | 0.00% | +5+2.5% | Added |
| NBC Securities, Inc. | 238 | $27.0K | 0.00% | +107+81.7% | Added |
| Montag A & Associates Inc | 240 | $27.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 244 | $28.1K | 0.00% | +163+201.2% | Added |
| Parkside Financial Bank & Trust | 249 | $28.6K | 0.00% | −135−35.2% | Reduced |
| Harbour Investments, Inc. | 262 | $30.1K | 0.00% | +3+1.2% | Added |
| M&R Capital Management Inc | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $34.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 309 | $35.5K | 0.01% | +309 | New |
| Sentry Investment Management LLC | 319 | $37.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 326 | $37.5K | 0.00% | +5+1.6% | Added |
| Parallel Advisors, LLC | 344 | $39.5K | 0.00% | +190+123.4% | Added |
| DAGCO, Inc. | 350 | $40.2K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 405 | $46.6K | 0.03% | +2+0.5% | Added |
| Rothschild Investment LLC | 414 | $47.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 480 | $48.5K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 423 | $48.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 424 | $48.8K | 0.00% | −1,106−72.3% | Reduced |
| Smartleaf Asset Management LLC | 444 | $50.8K | 0.01% | +277+165.9% | Added |
| Eastern Bank | 450 | $51.7K | 0.00% | +450 | New |
| Johnson Financial Group, Inc. | 495 | $56.9K | 0.00% | +495 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 525 | $60.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 545 | $62.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 558 | $64.2K | 0.00% | +558 | New |
| Farther Finance Advisors, LLC | 576 | $66.2K | 0.00% | −34−5.6% | Reduced |
| Danske Bank A/S | 600 | $69.0K | 0.00% | −15,499−96.3% | Reduced |