Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 66,322 | $7.63M | 0.01% | +1,033+1.6% | Added |
| State of New Jersey Common Pension Fund D | 61,148 | $7.03M | 0.03% | 00.0% | Unchanged |
| Davis Selected Advisers | 60,520 | $6.96M | 0.04% | −800−1.3% | Reduced |
| Lincluden Management Ltd | 59,676 | $6.86M | 0.75% | −182−0.3% | Reduced |
| Retirement Systems of Alabama | 59,392 | $6.83M | 0.03% | +244+0.4% | Added |
| Employees Retirement System of Texas | 59,000 | $6.78M | 0.06% | +31,000+110.7% | Added |
| New York State Common Retirement Fund | 58,820 | $6.76M | 0.01% | −15,200−20.5% | Reduced |
| Pictet Asset Management Holding SA | 58,377 | $6.71M | 0.01% | +27,654+90.0% | Added |
| Jump Financial, LLC | 56,862 | $6.54M | 0.13% | +56,862 | New |
| Fisher Asset Management, LLC | 56,073 | $6.45M | 0.00% | −35−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 55,825 | $6.42M | 0.01% | +39,049+232.8% | Added |
| Nan Fung Trinity (HK) Ltd | 49,700 | $5.71M | 1.08% | +49,700 | New |
| Citadel Advisors LLC | 49,488 | $5.69M | 0.01% | +29,732+150.5% | Added |
| Manufacturers Life Insurance Company, The | 48,522 | $5.58M | 0.00% | +2,383+5.2% | Added |
| State of Alaska, Department of Revenue | 48,077 | $5.53M | 0.06% | +113+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,732 | $5.49M | 0.02% | +850+1.8% | Added |
| Intact Investment Management Inc. | 45,430 | $5.22M | 0.17% | +3,030+7.1% | Added |
| Susquehanna International Group, LLP | 45,011 | $5.17M | 0.01% | +25,893+135.4% | Added |
| Algert Global LLC | 44,828 | $5.15M | 0.14% | +18,780+72.1% | Added |
| HRT Financial LP | 43,531 | $5.00M | 0.02% | +43,531 | New |
| Trillium Asset Management, LLC | 42,750 | $4.91M | 0.12% | −513−1.2% | Reduced |
| State of Wisconsin Investment Board | 41,934 | $4.82M | 0.01% | +7,370+21.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 41,136 | $4.73M | 0.01% | −421−1.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 40,861 | $4.68M | 0.03% | +2,498+6.5% | Added |
| Nisa Investment Advisors, LLC | 40,150 | $4.62M | 0.03% | −2,743−6.4% | Reduced |
| Holocene Advisors, LP | 39,026 | $4.49M | 0.02% | +39,026 | New |
| Twinbeech Capital LP | 38,196 | $4.39M | 0.08% | +34,476+926.8% | Added |
| Brown Advisory Inc | 37,895 | $4.36M | 0.01% | +22,476+145.8% | Added |
| Advisor Group Holdings, Inc. | 37,825 | $4.35M | 0.01% | −5,228−12.1% | Reduced |
| Engineers Gate Manager LP | 37,592 | $4.32M | 0.08% | +28,449+311.2% | Added |
| Xcel Wealth Management, LLC | 37,227 | $4.28M | 1.25% | −2,860−7.1% | Reduced |
| Treasurer of the State of North Carolina | 36,009 | $4.14M | 0.02% | +150+0.4% | Added |
| FIL Ltd | 35,496 | $4.08M | 0.00% | +831+2.4% | Added |
| Van Eck Associates Corp | 35,370 | $4.05M | 0.01% | +3,992+12.7% | Added |
| UniSuper Management Pty Ltd | 34,797 | $4.00M | 0.03% | +851+2.5% | Added |
| HighTower Advisors, LLC | 34,586 | $3.98M | 0.01% | +4,441+14.7% | Added |
| Liberty Mutual Group Asset Management Inc. | 33,617 | $3.86M | 0.59% | +5,066+17.7% | Added |
| Kinloch Capital, LLC | 32,992 | $3.79M | 1.84% | −978−2.9% | Reduced |
| Daiwa Securities Group Inc. | 32,616 | $3.75M | 0.02% | +2,481+8.2% | Added |
| The PNC Financial Services Group, Inc. | 31,426 | $3.61M | 0.00% | +1,664+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,418 | $3.61M | 0.00% | −1,025−3.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,287 | $3.60M | 0.22% | +20,924+201.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,793 | $3.54M | 0.02% | −191−0.6% | Reduced |
| Quantinno Capital Management LP | 29,826 | $3.43M | 0.04% | +5,575+23.0% | Added |
| Vert Asset Management LLC | 29,407 | $3.38M | 1.17% | +280+1.0% | Added |
| Los Angeles Capital Management LLC | 29,137 | $3.35M | 0.01% | +26,970+1,244.6% | Added |
| Toronto Dominion Bank | 27,665 | $3.18M | 0.01% | −1,544−5.3% | Reduced |
| American Century Companies Inc | 27,520 | $3.16M | 0.00% | −727−2.6% | Reduced |
| Tudor Investment Corp Et Al | 26,356 | $3.03M | 0.03% | −68,070−72.1% | Reduced |
| Point72 Asset Management, L.P. | 26,200 | $3.01M | 0.01% | +23,195+771.9% | Added |
| CIBC World Markets Corp | 25,679 | $2.95M | 0.02% | +20,110+361.1% | Added |
| Zimmer Partners, LP | 25,000 | $2.87M | 0.05% | +25,000 | New |
| Standard Life Aberdeen plc | 24,300 | $2.79M | 0.01% | −22,473−48.0% | Reduced |
| Handelsbanken Fonder AB | 24,200 | $2.78M | 0.01% | +8,600+55.1% | Added |
| Voya Investment Management LLC | 24,177 | $2.78M | 0.00% | −1,697−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,349 | $2.68M | 0.20% | −2,504−9.7% | Reduced |
| AlTi Global, Inc. | 22,663 | $2.61M | 0.06% | −20.0% | Reduced |
| Peapack Gladstone Financial Corp | 22,542 | $2.59M | 0.04% | +50+0.2% | Added |
| MetLife Investment Management | 21,967 | $2.53M | 0.01% | −362−1.6% | Reduced |
| Edgestream Partners, L.P. | 21,877 | $2.52M | 0.11% | +2,256+11.5% | Added |
| Avantax Advisory Services, Inc. | 21,814 | $2.51M | 0.02% | +500+2.3% | Added |
| Ensign Peak Advisors, Inc | 21,791 | $2.51M | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 21,780 | $2.50M | 0.06% | −1,021−4.5% | Reduced |
| Nebula Research & Development LLC | 21,651 | $2.49M | 0.30% | +21,651 | New |
| Arizona State Retirement System | 21,497 | $2.47M | 0.02% | +588+2.8% | Added |
| Comerica Bank | 21,208 | $2.44M | 0.01% | −1,252−5.6% | Reduced |
| Lecap Asset Management Ltd | 21,195 | $2.44M | 0.53% | +9,060+74.7% | Added |
| Point72 (DIFC) Ltd | 20,962 | $2.41M | 0.19% | +13,518+181.6% | Added |
| Cetera Investment Advisers | 20,751 | $2.39M | 0.01% | −1,201−5.5% | Reduced |
| State of Michigan Retirement System | 20,462 | $2.35M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,754 | $2.27M | 0.02% | +1,367+7.4% | Added |
| Colony Group, LLC | 19,745 | $2.27M | 0.01% | +143+0.7% | Added |
| Cinctive Capital Management LP | 19,670 | $2.26M | 0.13% | +19,670 | New |
| Graham Capital Management, L.P. | 19,530 | $2.25M | 0.07% | +19,530 | New |
| DekaBank Deutsche Girozentrale | 19,491 | $2.22M | 0.00% | −6,371−24.6% | Reduced |
| IFM Investors Pty Ltd | 19,155 | $2.20M | 0.02% | −60.0% | Reduced |
| Corebridge Financial, Inc. | 18,733 | $2.15M | 0.01% | −402−2.1% | Reduced |
| Stableford Capital II LLC | 18,946 | $2.11M | 0.84% | −73−0.4% | Reduced |
| New York Life Investment Management LLC | 18,301 | $2.10M | 0.02% | −741−3.9% | Reduced |
| Bamco Inc | 17,880 | $2.06M | 0.01% | −5,974−25.0% | Reduced |
| Teacher Retirement System of Texas | 17,683 | $2.03M | 0.01% | +1,545+9.6% | Added |
| Quest Partners LLC | 17,629 | $2.03M | 0.18% | −3,310−15.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,575 | $2.02M | 0.02% | +2,824+19.1% | Added |
| MML Investors Services, LLC | 15,792 | $1.82M | 0.01% | −24−0.2% | Reduced |
| Lasalle Investment Management Securities LLC | 15,464 | $1.78M | 0.07% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 15,369 | $1.77M | 0.94% | −894−5.5% | Reduced |
| Centiva Capital, LP | 15,326 | $1.76M | 0.08% | −17,624−53.5% | Reduced |
| Czech National Bank | 15,325 | $1.76M | 0.02% | +1,099+7.7% | Added |
| Amalgamated Bank | 15,168 | $1.74M | 0.01% | −400−2.6% | Reduced |
| JB Capital LLC | 14,560 | $1.67M | 0.10% | +969+7.1% | Added |
| Infrastructure Capital Advisors, LLC | 14,590 | $1.66M | 0.23% | +815+5.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,416 | $1.66M | 0.00% | −513−3.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,164 | $1.62M | 0.00% | +294+2.1% | Added |
| Walleye Capital LLC | 14,099 | $1.62M | 0.02% | +11,781+508.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,114 | $1.61M | 0.01% | +3,178+29.1% | Added |
| Truist Financial Corp | 13,994 | $1.61M | 0.00% | −404−2.8% | Reduced |
| TD Asset Management Inc | 13,922 | $1.59M | 0.00% | +28+0.2% | Added |
| Acadian Asset Management LLC | 13,719 | $1.58M | 0.00% | +13,719 | New |
| Quadrature Capital Ltd | 13,671 | $1.57M | 0.04% | +13,671 | New |
| Utah Retirement Systems | 13,633 | $1.57M | 0.02% | +100+0.7% | Added |