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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 59,392 | $6.83M | 0.03% | +244+0.4% | Added |
| Lincluden Management Ltd | 59,676 | $6.86M | 0.75% | −182−0.3% | Reduced |
| Davis Selected Advisers | 60,520 | $6.96M | 0.04% | −800−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 61,148 | $7.03M | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 66,322 | $7.63M | 0.01% | +1,033+1.6% | Added |
| Envestnet Asset Management Inc | 66,519 | $7.65M | 0.00% | −10,607−13.8% | Reduced |
| LPL Financial LLC | 70,902 | $8.15M | 0.00% | −616−0.9% | Reduced |
| California State Teachers Retirement System | 71,232 | $8.19M | 0.01% | −3,181−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 71,349 | $8.20M | 0.02% | −14,570−17.0% | Reduced |
| Mattern Capital Management, LLC | 72,503 | $8.34M | 1.05% | −72−0.1% | Reduced |
| Verition Fund Management LLC | 75,024 | $8.63M | 0.06% | −10,317−12.1% | Reduced |
| Yousif Capital Management, LLC | 75,576 | $8.69M | 0.09% | −936−1.2% | Reduced |
| Prudential Financial Inc | 79,243 | $9.11M | 0.01% | −14,093−15.1% | Reduced |
| New York State Teachers Retirement System | 79,894 | $9.19M | 0.02% | +6,962+9.5% | Added |
| Ameriprise Financial Inc | 80,018 | $9.20M | 0.00% | +34,008+73.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 80,644 | $9.27M | 0.02% | +69,144+601.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 81,935 | $9.37M | 0.02% | +10,456+14.6% | Added |
| Marshall Wace, LLP | 82,498 | $9.48M | 0.01% | −112,532−57.7% | Reduced |
| Waterfront Capital Partners, LLC | 83,521 | $9.60M | 1.76% | −280,641−77.1% | Reduced |
| Cubist Systematic Strategies, LLC | 86,723 | $9.97M | 0.15% | +47,460+120.9% | Added |
| ExodusPoint Capital Management, LP | 87,349 | $10.0M | 0.10% | −15,066−14.7% | Reduced |
| Principal Financial Group Inc | 93,306 | $10.7M | 0.01% | +7,501+8.7% | Added |
| RMB Capital Management, LLC | 97,727 | $11.2M | 0.26% | +2,038+2.1% | Added |
| Guggenheim Capital LLC | 99,471 | $11.4M | 0.08% | +9,589+10.7% | Added |
| AQR Capital Management LLC | 100,266 | $11.4M | 0.02% | +10,549+11.8% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $11.5M | 0.85% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 100,602 | $11.6M | 0.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 100,947 | $11.6M | 0.04% | +33,520+49.7% | Added |
| State of Tennessee, Treasury Department | 108,830 | $12.5M | 0.04% | +22,737+26.4% | Added |
| Alliancebernstein L.P. | 110,891 | $12.7M | 0.00% | −3,419−3.0% | Reduced |
| Nordea Investment Management AB | 111,879 | $12.8M | 0.01% | +111,879 | New |
| Asset Management One Co.,Ltd. | 111,230 | $12.8M | 0.05% | +752+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 111,652 | $12.8M | 0.49% | −7,318−6.2% | Reduced |
| Janney Montgomery Scott LLC | 116,706 | $13.4M | 0.04% | −1,538−1.3% | Reduced |
| Jane Street Group, LLC | 117,356 | $13.5M | 0.02% | −61,158−34.3% | Reduced |
| Raymond James & Associates | 121,689 | $14.0M | 0.01% | −9,991−7.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 122,626 | $14.1M | 0.03% | −30,644−20.0% | Reduced |
| Masterton Capital Management, LP | 125,853 | $14.5M | 9.64% | +77,700+161.4% | Added |
| Amundi | 133,770 | $14.7M | 0.01% | −13,854−9.4% | Reduced |
| Lighthouse Investment Partners, LLC | 131,000 | $15.1M | 0.81% | +131,000 | New |
| Two Sigma Investments, LP | 131,080 | $15.1M | 0.03% | +95,169+265.0% | Added |
| Balyasny Asset Management LLC | 131,754 | $15.1M | 0.04% | +131,754 | New |
| AXA S.A. | 132,269 | $15.2M | 0.05% | +4,553+3.6% | Added |
| Barclays PLC | 132,497 | $15.2M | 0.01% | +4,324+3.4% | Added |
| Public Employees Retirement System of Ohio | 138,152 | $15.9M | 0.07% | +159+0.1% | Added |
| Bank of Nova Scotia | 139,728 | $16.1M | 0.03% | +1,084+0.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,541 | $16.3M | 0.01% | −36,363−20.4% | Reduced |
| Rhumbline Advisers | 144,974 | $16.7M | 0.02% | −9,506−6.2% | Reduced |
| Swiss National Bank | 145,800 | $16.8M | 0.01% | −1,100−0.7% | Reduced |
| Kempen Capital Management N.V. | 152,850 | $17.6M | 0.18% | +90,454+145.0% | Added |
| California Public Employees Retirement System | 153,587 | $17.7M | 0.01% | +6,221+4.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157,171 | $18.1M | 0.02% | −5,948−3.6% | Reduced |
| Allianz Asset Management GmbH | 160,175 | $18.4M | 0.03% | +1,573+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 164,858 | $19.0M | 0.15% | +141,458+604.5% | Added |
| Bank of Montreal | 184,297 | $21.1M | 0.01% | +1,039+0.6% | Added |
| Mizuho Markets Americas LLC | 196,946 | $22.6M | 0.55% | +10,690+5.7% | Added |
| RWC Asset Management LLP | 209,547 | $24.1M | 1.40% | +34,699+19.8% | Added |
| Neuberger Berman Group LLC | 229,243 | $26.1M | 0.02% | +50,162+28.0% | Added |
| Wellington Management Group LLP | 230,910 | $26.5M | 0.00% | +230,910 | New |
| Bank of America Corp | 239,332 | $27.5M | 0.00% | +38,822+19.4% | Added |
| Citigroup Inc | 240,048 | $27.6M | 0.03% | +95,185+65.7% | Added |
| Macquarie Group Ltd | 257,167 | $29.6M | 0.03% | −87,866−25.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 271,163 | $31.2M | 0.03% | +271,163 | New |
| Renaissance Technologies LLC | 277,400 | $31.9M | 0.05% | +173,000+165.7% | Added |
| Voloridge Investment Management, LLC | 293,944 | $33.8M | 0.12% | +174,665+146.4% | Added |
| Victory Capital Management Inc | 295,203 | $33.9M | 0.03% | −31,133−9.5% | Reduced |
| Millennium Management LLC | 298,987 | $34.4M | 0.03% | −116,616−28.1% | Reduced |
| UBS Group AG | 300,870 | $34.6M | 0.01% | +117,457+64.0% | Added |
| HSBC Holdings PLC | 309,291 | $35.5M | 0.02% | +107,666+53.4% | Added |
| Price T Rowe Associates Inc | 314,819 | $36.2M | 0.00% | −1,843−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 320,900 | $36.9M | 0.07% | −90,700−22.0% | Reduced |
| Qube Research & Technologies Ltd | 388,151 | $44.6M | 0.08% | +388,151 | New |
| STRS Ohio | 390,581 | $44.9M | 0.17% | −28,600−6.8% | Reduced |
| SEI Investments Co | 400,418 | $46.0M | 0.06% | +76,919+23.8% | Added |
| Nuveen Asset Management, LLC | 420,094 | $48.3M | 0.01% | −112,599−21.1% | Reduced |
| Nomura Asset Management Co Ltd | 426,281 | $49.0M | 0.15% | +3,995+0.9% | Added |
| Goldman Sachs Group Inc | 437,640 | $50.3M | 0.01% | +39,572+9.9% | Added |
| CBOE Vest Financial, LLC | 454,327 | $52.2M | 1.01% | +24,276+5.6% | Added |
| Royal Bank of Canada | 463,563 | $53.3M | 0.01% | +39,351+9.3% | Added |
| FMR LLC | 572,809 | $65.9M | 0.00% | +498,146+667.2% | Added |
| UBS Asset Management Americas Inc | 604,890 | $69.5M | 0.02% | +496,129+456.2% | Added |
| Russell Investments Group, Ltd. | 609,691 | $70.1M | 0.10% | +97,242+19.0% | Added |
| Janus Henderson Group PLC | 611,086 | $70.3M | 0.04% | +572,008+1,463.8% | Added |
| Bank of New York Mellon Corp | 641,121 | $73.7M | 0.01% | −21,636−3.3% | Reduced |
| Northern Trust Corp | 712,222 | $81.9M | 0.01% | −20,994−2.9% | Reduced |
| Legal & General Group Plc | 723,508 | $83.2M | 0.02% | −220,202−23.3% | Reduced |
| Cbre Clarion Securities LLC | 751,274 | $86.4M | 1.37% | +397,430+112.3% | Added |
| Clark Capital Management Group, Inc. | 803,543 | $92.4M | 0.63% | −19,056−2.3% | Reduced |
| Wells Fargo & Company | 867,657 | $99.8M | 0.02% | −12,650−1.4% | Reduced |
| Westwood Holdings Group Inc. | 944,763 | $108.6M | 0.46% | +302,317+47.1% | Added |
| Northwood Liquid Management LP | 1,006,614 | $115.7M | 8.94% | −601,830−37.4% | Reduced |
| Morgan Stanley | 1,024,656 | $117.8M | 0.01% | +69,298+7.3% | Added |
| Dimensional Fund Advisors LP | 1,136,865 | $130.7M | 0.03% | −2,102−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,247,915 | $143.5M | 0.03% | +42,209+3.5% | Added |
| Deutsche Bank AG | 1,378,906 | $158.5M | 0.06% | +213,698+18.3% | Added |
| ProShare Advisors LLC | 1,673,826 | $192.4M | 0.47% | −58,200−3.4% | Reduced |
| Geode Capital Management, LLC | 1,956,097 | $224.6M | 0.02% | +7,160+0.4% | Added |
| Massachusetts Financial Services Co | 1,960,315 | $225.4M | 0.07% | −33,894−1.7% | Reduced |
| Invesco Ltd. | 2,160,185 | $248.4M | 0.05% | +92,007+4.4% | Added |
| Resolution Capital Ltd | 3,133,889 | $360.3M | 6.18% | +202,467+6.9% | Added |