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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 618 | $71.1K | 0.00% | +594+2,475.0% | Added |
| Harvest Fund Management Co., Ltd | 640 | $74.0K | 0.00% | −248−27.9% | Reduced |
| Bessemer Group Inc | 672 | $78.0K | 0.00% | +59+9.6% | Added |
| ZRC Wealth Management, LLC | 700 | $80.5K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 735 | $84.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 780 | $89.7K | 0.01% | −14−1.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 847 | $97.4K | 0.04% | −214−20.2% | Reduced |
| Vestcor Inc | 873 | $100.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 878 | $101.0K | 0.00% | +19+2.2% | Added |
| Y.D. More Investments Ltd | 982 | $112.9K | 0.01% | +32+3.4% | Added |
| Whittier Trust Co | 1,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,029 | $117.2K | 0.00% | −360−25.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,205 | $121.7K | 0.00% | +860+249.3% | Added |
| CWM, LLC | 1,121 | $129.0K | 0.00% | +110+10.9% | Added |
| Ci Investments Inc. | 1,148 | $132.0K | 0.00% | +104+10.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $137.2K | 0.05% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $138.0K | 0.03% | +1,200 | New |
| Allworth Financial LP | 1,225 | $140.8K | 0.00% | +2+0.2% | Added |
| Global Retirement Partners, LLC | 1,294 | $148.8K | 0.00% | +199+18.2% | Added |
| Mather Group, LLC. | 1,453 | $167.1K | 0.00% | −9−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,616 | $185.8K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,625 | $185.9K | 0.03% | −98−5.7% | Reduced |
| Sunbelt Securities, Inc. | 1,654 | $190.2K | 0.02% | +7+0.4% | Added |
| National Bank of Canada | 1,700 | $195.4K | 0.00% | +1,675+6,700.0% | Added |
| Coldstream Capital Management Inc | 1,757 | $202.0K | 0.00% | +1,757 | New |
| Blair William & Co | 1,792 | $206.0K | 0.00% | +1,792 | New |
| Blossom Wealth Management | 1,795 | $206.4K | 0.42% | +1,795 | New |
| Trajan Wealth LLC | 1,799 | $206.8K | 0.01% | +1,799 | New |
| TCG Advisory Services, LLC | 1,802 | $207.2K | 0.01% | +1,802 | New |
| Prudent Man Advisors, LLC | 1,833 | $210.7K | 0.07% | +1,833 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,844 | $212.0K | 0.01% | +539+41.3% | Added |
| Heritage Investors Management Corp | 1,874 | $215.0K | 0.01% | −160−7.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,890 | $217.3K | 0.13% | +1,890 | New |
| Buckingham Strategic Partners | 1,903 | $218.9K | 0.00% | +1,903 | New |
| State of Wyoming | 1,906 | $219.1K | 0.03% | +1,569+465.6% | Added |
| Commerce Bank | 1,909 | $219.5K | 0.00% | +1,909 | New |
| Pensionmark Financial Group, LLC | 1,918 | $220.5K | 0.01% | +1,918 | New |
| KBC Group NV | 1,929 | $222.0K | 0.00% | +204+11.8% | Added |
| Gotham Asset Management, LLC | 1,940 | $223.0K | 0.00% | +1,940 | New |
| CWA Asset Management Group, LLC | 1,963 | $225.7K | 0.01% | +1,963 | New |
| iA Global Asset Management Inc. | 1,966 | $226.0K | 0.00% | −210−9.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,967 | $226.1K | 0.01% | +601+44.0% | Added |
| C M Bidwell & Associates Ltd | 1,972 | $226.7K | 0.14% | +40+2.1% | Added |
| Financial Network Wealth Management LLC | 2,000 | $229.0K | 0.08% | +2,000 | New |
| BancorpSouth Bank | 2,000 | $229.9K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,013 | $231.5K | 0.01% | +2,013 | New |
| RB Capital Management, LLC | 2,021 | $232.4K | 0.05% | +16+0.8% | Added |
| Quarry LP | 2,044 | $235.0K | 0.07% | +546+36.4% | Added |
| Jones Financial Companies LLLP | 2,057 | $235.2K | 0.00% | +750+57.4% | Added |
| Baird Financial Group, Inc. | 2,089 | $240.2K | 0.00% | −26−1.2% | Reduced |
| Paloma Partners Management Co | 2,100 | $241.4K | 0.01% | +2,100 | New |
| MAI Capital Management | 2,109 | $242.4K | 0.00% | +2,109 | New |
| Profund Advisors LLC | 2,109 | $242.5K | 0.01% | +2,109 | New |
| Lafayette Investments, Inc. | 2,150 | $247.2K | 0.05% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,151 | $247.3K | 0.14% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $251.0K | 0.12% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,218 | $255.0K | 0.15% | +1,377+163.7% | Added |
| Captrust Financial Advisors | 2,226 | $255.9K | 0.00% | −537−19.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,227 | $256.0K | 0.02% | −181−7.5% | Reduced |
| Fox Run Management, L.L.C. | 2,267 | $260.6K | 0.06% | +2,267 | New |
| Smith Shellnut Wilson LLC | 2,271 | $261.1K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,289 | $263.2K | 0.04% | +189+9.0% | Added |
| Fifth Third Bancorp | 2,304 | $264.9K | 0.00% | +55+2.4% | Added |
| Ieq Capital, LLC | 2,306 | $265.1K | 0.00% | +2,306 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,384 | $274.1K | 0.01% | +7+0.3% | Added |
| Crossmark Global Holdings, Inc. | 2,457 | $282.0K | 0.01% | −913−27.1% | Reduced |
| Keybank National Association | 2,488 | $286.0K | 0.00% | +21+0.9% | Added |
| Caxton Associates LP | 2,492 | $286.5K | 0.01% | +2,492 | New |
| US Bancorp | 2,494 | $286.7K | 0.00% | −131−5.0% | Reduced |
| GTS Securities LLC | 2,518 | $289.5K | 0.01% | +2,518 | New |
| Panagora Asset Management Inc | 2,531 | $291.0K | 0.00% | −10.0% | Reduced |
| Bridgefront Capital, LLC | 2,563 | $294.7K | 0.11% | +2,563 | New |
| Toroso Investments, LLC | 2,607 | $297.3K | 0.00% | +153+6.2% | Added |
| Mariner, LLC | 2,607 | $299.4K | 0.00% | −11−0.4% | Reduced |
| Montgomery Investment Management Inc | 2,630 | $302.4K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,636 | $303.1K | 0.00% | −133−4.8% | Reduced |
| Shell Asset Management Co | 2,695 | $310.0K | 0.01% | +2,695 | New |
| Mackenzie Financial Corp | 2,759 | $317.2K | 0.00% | −10.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $324.8K | 0.00% | +136+5.1% | Added |
| SG Americas Securities, LLC | 2,824 | $325.0K | 0.00% | −22,393−88.8% | Reduced |
| GAMMA Investing LLC | 2,840 | $326.5K | 0.03% | +345+13.8% | Added |
| Revisor Wealth Management LLC | 2,855 | $328.3K | 0.21% | −85−2.9% | Reduced |
| Rakuten Investment Management, Inc. | 2,887 | $330.2K | 0.00% | +735+34.2% | Added |
| MBB Public Markets I LLC | 2,880 | $331.1K | 0.03% | +2,880 | New |
| Wealthspire Advisors, LLC | 2,933 | $337.2K | 0.00% | +2,933 | New |
| Sherbrooke Park Advisers LLC | 2,942 | $338.2K | 0.08% | −1,544−34.4% | Reduced |
| Capula Management Ltd | 2,950 | $339.2K | 0.00% | +2,950 | New |
| BLB&B Advisors, LLC | 3,000 | $344.9K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,075 | $353.5K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,086 | $355.0K | 0.00% | −60−1.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,118 | $358.5K | 0.01% | +1,556+99.6% | Added |
| Apollon Wealth Management, LLC | 3,123 | $359.1K | 0.01% | +167+5.6% | Added |
| Sterling Capital Management LLC | 3,143 | $361.4K | 0.00% | +3,143 | New |
| Agf Management Ltd | 3,150 | $362.2K | 0.00% | +3,150 | New |
| Sanctuary Advisors, LLC | 3,244 | $372.6K | 0.00% | +1,012+45.3% | Added |
| Equitable Holdings, Inc. | 3,282 | $377.3K | 0.00% | −9−0.3% | Reduced |
| Trust Co of Vermont | 3,300 | $379.4K | 0.02% | −200−5.7% | Reduced |
| Strategy Asset Managers LLC | 3,337 | $383.7K | 0.07% | +397+13.5% | Added |
| Private Advisor Group, LLC | 3,390 | $389.8K | 0.00% | +706+26.3% | Added |
| Great Lakes Advisors, LLC | 3,395 | $390.4K | 0.00% | −19−0.6% | Reduced |