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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 3,510 | $403.5K | 0.03% | +3,510 | New |
| Banco Santander, S.A. | 3,584 | $412.1K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 3,619 | $416.1K | 0.01% | +3,619 | New |
| New Mexico Educational Retirement Board | 3,650 | $420.0K | 0.01% | −100−2.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,674 | $422.4K | 0.09% | +3,674 | New |
| Csenge Advisory Group | 3,808 | $424.5K | 0.02% | −1,187−23.8% | Reduced |
| Glenmede Trust Co NA | 3,698 | $425.2K | 0.00% | +74+2.0% | Added |
| Dark Forest Capital Management LP | 3,739 | $429.9K | 0.05% | +3,739 | New |
| Monetary Management Group Inc | 3,750 | $431.1K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,769 | $433.3K | 0.00% | −51−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 3,801 | $437.0K | 0.01% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 3,920 | $450.7K | 0.14% | +55+1.4% | Added |
| Global X Japan Co., Ltd. | 3,934 | $452.3K | 0.06% | −190−4.6% | Reduced |
| Sandy Spring Bank | 4,040 | $464.5K | 0.02% | +422+11.7% | Added |
| Securian Asset Management, Inc | 4,043 | $464.8K | 0.01% | −100−2.4% | Reduced |
| Stephens Inc | 4,052 | $465.9K | 0.01% | +76+1.9% | Added |
| Prospera Financial Services Inc | 4,114 | $472.9K | 0.01% | +78+1.9% | Added |
| Louisiana State Employees Retirement System | 4,200 | $482.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,281 | $492.2K | 0.00% | +100+2.4% | Added |
| CI Private Wealth, LLC | 4,325 | $497.3K | 0.00% | +609+16.4% | Added |
| Contravisory Investment Management, Inc. | 4,359 | $501.2K | 0.11% | +4,359 | New |
| Cerity Partners LLC | 4,382 | $503.8K | 0.00% | +1,401+47.0% | Added |
| Everence Capital Management Inc | 4,450 | $512.0K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,466 | $513.5K | 0.02% | +1,997+80.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,541 | $522.1K | 0.10% | +4,541 | New |
| Park Avenue Securities LLC | 4,633 | $533.0K | 0.01% | −859−15.6% | Reduced |
| Code Waechter LLC | 4,645 | $534.0K | 0.51% | +4,645 | New |
| Sustainable Insight Capital Management, LLC | 4,700 | $540.4K | 0.24% | +2,100+80.8% | Added |
| Maryland State Retirement & Pension System | 4,708 | $541.3K | 0.01% | −1,515−24.3% | Reduced |
| Hartford Investment Management Co | 4,708 | $541.3K | 0.02% | −55−1.2% | Reduced |
| Gen-Wealth Partners Inc | 4,772 | $545.2K | 0.24% | −43−0.9% | Reduced |
| Mizuho Securities USA LLC | 4,878 | $560.8K | 0.01% | −876−15.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,114 | $570.4K | 0.01% | +2,015+65.0% | Added |
| Boothbay Fund Management, LLC | 5,107 | $587.2K | 0.02% | −413−7.5% | Reduced |
| Principal Securities, Inc. | 5,113 | $587.8K | 0.01% | −453−8.1% | Reduced |
| Machina Capital S.A.S. | 5,174 | $594.9K | 0.24% | +5,174 | New |
| Kentucky Retirement Systems | 5,241 | $602.6K | 0.02% | −385−6.8% | Reduced |
| Morningstar Investment Management LLC | 5,435 | $606.0K | 0.06% | +1,758+47.8% | Added |
| DoubleLine ETF Adviser LP | 5,357 | $615.9K | 0.15% | +5,357 | New |
| Lazard Asset Management LLC | 5,414 | $622.0K | 0.00% | +2,890+114.5% | Added |
| Pacer Advisors, Inc. | 5,507 | $633.1K | 0.00% | +285+5.5% | Added |
| Teachers Retirement System of the State of Kentucky | 5,540 | $637.0K | 0.01% | −419−7.0% | Reduced |
| Quantbot Technologies LP | 5,552 | $638.3K | 0.03% | +5,552 | New |
| Ethic Inc. | 6,281 | $641.4K | 0.02% | +12+0.2% | Added |
| Janney Capital Management LLC | 5,655 | $650.0K | 0.04% | −17,310−75.4% | Reduced |
| JustInvest LLC | 5,656 | $650.2K | 0.01% | +355+6.7% | Added |
| SlateStone Wealth, LLC | 5,795 | $666.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,935 | $682.0K | 0.00% | −587−9.0% | Reduced |
| Independent Advisor Alliance | 6,147 | $706.7K | 0.03% | −197−3.1% | Reduced |
| PFG Investments, LLC | 6,236 | $716.9K | 0.05% | +51+0.8% | Added |
| Creative Financial Designs Inc | 6,240 | $717.4K | 0.06% | +426+7.3% | Added |
| Inceptionr LLC | 6,382 | $726.7K | 0.18% | +6,382 | New |
| Cambridge Investment Research Advisors, Inc. | 6,357 | $731.0K | 0.00% | +738+13.1% | Added |
| Gsa Capital Partners LLP | 6,436 | $740.0K | 0.06% | −6,739−51.1% | Reduced |
| Oregon Public Employees Retirement Fund | 6,444 | $740.9K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,491 | $746.3K | 0.02% | +485+8.1% | Added |
| Benjamin Edwards Inc | 6,498 | $747.0K | 0.01% | +6,498 | New |
| NewEdge Wealth, LLC | 6,663 | $766.0K | 0.01% | +20+0.3% | Added |
| Xponance, Inc. | 7,057 | $811.3K | 0.01% | +277+4.1% | Added |
| Jeppson Wealth Management, LLC | 7,061 | $811.8K | 0.29% | 00.0% | Unchanged |
| Promethium Advisors,llc | 7,317 | $841.2K | 0.59% | +7,317 | New |
| Burke & Herbert Bank & Trust Co | 7,335 | $843.3K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,360 | $846.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,634 | $877.7K | 0.01% | −2,357−23.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,743 | $890.2K | 0.09% | −119−1.5% | Reduced |
| Fort Point Capital Partners LLC | 7,759 | $892.1K | 0.11% | +75+1.0% | Added |
| Creative Planning | 7,784 | $894.9K | 0.00% | +1,230+18.8% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $906.5K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,916 | $910.1K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,453 | $971.7K | 0.27% | +992+13.3% | Added |
| Illinois Municipal Retirement Fund | 8,503 | $977.6K | 0.01% | +8,503 | New |
| Pathstone Holdings, LLC | 8,544 | $982.2K | 0.00% | +327+4.0% | Added |
| Credit Agricole S A | 8,723 | $1.00M | 0.01% | +1,473+20.3% | Added |
| Metis Global Partners, LLC | 9,194 | $1.06M | 0.03% | +1,856+25.3% | Added |
| Mutual of America Capital Management LLC | 9,263 | $1.06M | 0.01% | −151−1.6% | Reduced |
| Bluefin Capital Management, LLC | 9,300 | $1.07M | 0.43% | +9,300 | New |
| MQS Management LLC | 9,480 | $1.09M | 0.61% | +1,245+15.1% | Added |
| Spirit of America Management Corp | 9,700 | $1.12M | 0.22% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,703 | $1.12M | 0.47% | +856+9.7% | Added |
| M&T Bank Corp | 9,771 | $1.12M | 0.00% | +149+1.5% | Added |
| ING Groep NV | 10,062 | $1.16M | 0.01% | +16+0.2% | Added |
| Sigma Planning Corp | 10,084 | $1.16M | 0.04% | −174−1.7% | Reduced |
| Nissay Asset Management Corp | 10,358 | $1.19M | 0.01% | +527+5.4% | Added |
| GeoWealth Management, LLC | 10,383 | $1.19M | 0.04% | −68−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,581 | $1.22M | 0.00% | −1,509−12.5% | Reduced |
| Rafferty Asset Management, LLC | 10,694 | $1.23M | 0.00% | +386+3.7% | Added |
| CIBC Asset Management Inc | 10,753 | $1.24M | 0.00% | +850+8.6% | Added |
| Magnetar Financial LLC | 10,763 | $1.24M | 0.03% | +10,763 | New |
| Heitman Real Estate Securities LLC | 10,875 | $1.25M | 0.07% | −760−6.5% | Reduced |
| Kesler, Norman & Wride, LLC | 10,910 | $1.25M | 0.25% | −1,078−9.0% | Reduced |
| FourThought Financial Partners, LLC | 11,189 | $1.29M | 0.15% | +391+3.6% | Added |
| Meridian Wealth Management, LLC | 11,500 | $1.32M | 0.06% | +11,500 | New |
| PGGM Investments | 11,561 | $1.33M | 0.02% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 11,755 | $1.35M | 0.74% | −700−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,943 | $1.37M | 0.04% | +6,316+112.2% | Added |
| Franklin Resources Inc | 12,500 | $1.39M | 0.00% | −2,834−18.5% | Reduced |
| Storebrand Asset Management AS | 12,157 | $1.40M | 0.00% | −788−6.1% | Reduced |
| Ossiam | 12,467 | $1.43M | 0.03% | −6,036−32.6% | Reduced |
| Entropy Technologies, LP | 12,500 | $1.44M | 0.15% | +12,500 | New |
| Man Group plc | 12,956 | $1.49M | 0.00% | +12,956 | New |