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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 4,885,992 | $561.7M | 0.04% | +168,885+3.6% | Added |
| State Street Corp | 6,112,938 | $702.8M | 0.03% | −30,306−0.5% | Reduced |
| Norges Bank | 7,231,756 | $831.4M | 0.12% | +3,0410.0% | Added |
| BlackRock, Inc. | 8,412,891 | $967.2M | 0.02% | +8,412,891 | New |
| Vanguard Group Inc | 12,822,390 | $1.47B | 0.03% | +36,235+0.3% | Added |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,413,197−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −58,084−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −43,101−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,248−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,214−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −8,788−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −7,424−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,737−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −5,675−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −4,568−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −2,521−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |