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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 13,185 | $1.52M | 0.12% | +13,185 | New |
| Public Sector Pension Investment Board | 13,115 | $1.51M | 0.01% | +500+4.0% | Added |
| Oak Thistle LLC | 13,113 | $1.51M | 0.49% | +6,786+107.3% | Added |
| Natixis | 13,089 | $1.50M | 0.01% | +5,182+65.5% | Added |
| First Trust Advisors LP | 13,031 | $1.50M | 0.00% | +3,527+37.1% | Added |
| Man Group plc | 12,956 | $1.49M | 0.00% | +12,956 | New |
| Entropy Technologies, LP | 12,500 | $1.44M | 0.15% | +12,500 | New |
| Ossiam | 12,467 | $1.43M | 0.03% | −6,036−32.6% | Reduced |
| Storebrand Asset Management AS | 12,157 | $1.40M | 0.00% | −788−6.1% | Reduced |
| Franklin Resources Inc | 12,500 | $1.39M | 0.00% | −2,834−18.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,943 | $1.37M | 0.04% | +6,316+112.2% | Added |
| Loudon Investment Management, LLC | 11,755 | $1.35M | 0.74% | −700−5.6% | Reduced |
| PGGM Investments | 11,561 | $1.33M | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,500 | $1.32M | 0.06% | +11,500 | New |
| FourThought Financial Partners, LLC | 11,189 | $1.29M | 0.15% | +391+3.6% | Added |
| Kesler, Norman & Wride, LLC | 10,910 | $1.25M | 0.25% | −1,078−9.0% | Reduced |
| Heitman Real Estate Securities LLC | 10,875 | $1.25M | 0.07% | −760−6.5% | Reduced |
| Magnetar Financial LLC | 10,763 | $1.24M | 0.03% | +10,763 | New |
| CIBC Asset Management Inc | 10,753 | $1.24M | 0.00% | +850+8.6% | Added |
| Rafferty Asset Management, LLC | 10,694 | $1.23M | 0.00% | +386+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,581 | $1.22M | 0.00% | −1,509−12.5% | Reduced |
| GeoWealth Management, LLC | 10,383 | $1.19M | 0.04% | −68−0.7% | Reduced |
| Nissay Asset Management Corp | 10,358 | $1.19M | 0.01% | +527+5.4% | Added |
| Sigma Planning Corp | 10,084 | $1.16M | 0.04% | −174−1.7% | Reduced |
| ING Groep NV | 10,062 | $1.16M | 0.01% | +16+0.2% | Added |
| M&T Bank Corp | 9,771 | $1.12M | 0.00% | +149+1.5% | Added |
| Lokken Investment Group LLC | 9,703 | $1.12M | 0.47% | +856+9.7% | Added |
| Spirit of America Management Corp | 9,700 | $1.12M | 0.22% | 00.0% | Unchanged |
| MQS Management LLC | 9,480 | $1.09M | 0.61% | +1,245+15.1% | Added |
| Bluefin Capital Management, LLC | 9,300 | $1.07M | 0.43% | +9,300 | New |
| Mutual of America Capital Management LLC | 9,263 | $1.06M | 0.01% | −151−1.6% | Reduced |
| Metis Global Partners, LLC | 9,194 | $1.06M | 0.03% | +1,856+25.3% | Added |
| Credit Agricole S A | 8,723 | $1.00M | 0.01% | +1,473+20.3% | Added |
| Pathstone Holdings, LLC | 8,544 | $982.2K | 0.00% | +327+4.0% | Added |
| Illinois Municipal Retirement Fund | 8,503 | $977.6K | 0.01% | +8,503 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,453 | $971.7K | 0.27% | +992+13.3% | Added |
| Ameritas Investment Partners, Inc. | 7,916 | $910.1K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,885 | $906.5K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 7,784 | $894.9K | 0.00% | +1,230+18.8% | Added |
| Fort Point Capital Partners LLC | 7,759 | $892.1K | 0.11% | +75+1.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,743 | $890.2K | 0.09% | −119−1.5% | Reduced |
| Lido Advisors, LLC | 7,634 | $877.7K | 0.01% | −2,357−23.6% | Reduced |
| Public Employees Retirement Association of Colorado | 7,360 | $846.0K | 0.00% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $843.3K | 0.20% | 00.0% | Unchanged |
| Promethium Advisors,llc | 7,317 | $841.2K | 0.59% | +7,317 | New |
| Jeppson Wealth Management, LLC | 7,061 | $811.8K | 0.29% | 00.0% | Unchanged |
| Xponance, Inc. | 7,057 | $811.3K | 0.01% | +277+4.1% | Added |
| NewEdge Wealth, LLC | 6,663 | $766.0K | 0.01% | +20+0.3% | Added |
| Benjamin Edwards Inc | 6,498 | $747.0K | 0.01% | +6,498 | New |
| Norinchukin Bank, The | 6,491 | $746.3K | 0.02% | +485+8.1% | Added |
| Oregon Public Employees Retirement Fund | 6,444 | $740.9K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,436 | $740.0K | 0.06% | −6,739−51.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,357 | $731.0K | 0.00% | +738+13.1% | Added |
| Inceptionr LLC | 6,382 | $726.7K | 0.18% | +6,382 | New |
| Creative Financial Designs Inc | 6,240 | $717.4K | 0.06% | +426+7.3% | Added |
| PFG Investments, LLC | 6,236 | $716.9K | 0.05% | +51+0.8% | Added |
| Independent Advisor Alliance | 6,147 | $706.7K | 0.03% | −197−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 5,935 | $682.0K | 0.00% | −587−9.0% | Reduced |
| SlateStone Wealth, LLC | 5,795 | $666.0K | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 5,656 | $650.2K | 0.01% | +355+6.7% | Added |
| Janney Capital Management LLC | 5,655 | $650.0K | 0.04% | −17,310−75.4% | Reduced |
| Ethic Inc. | 6,281 | $641.4K | 0.02% | +12+0.2% | Added |
| Quantbot Technologies LP | 5,552 | $638.3K | 0.03% | +5,552 | New |
| Teachers Retirement System of the State of Kentucky | 5,540 | $637.0K | 0.01% | −419−7.0% | Reduced |
| Pacer Advisors, Inc. | 5,507 | $633.1K | 0.00% | +285+5.5% | Added |
| Lazard Asset Management LLC | 5,414 | $622.0K | 0.00% | +2,890+114.5% | Added |
| DoubleLine ETF Adviser LP | 5,357 | $615.9K | 0.15% | +5,357 | New |
| Morningstar Investment Management LLC | 5,435 | $606.0K | 0.06% | +1,758+47.8% | Added |
| Kentucky Retirement Systems | 5,241 | $602.6K | 0.02% | −385−6.8% | Reduced |
| Machina Capital S.A.S. | 5,174 | $594.9K | 0.24% | +5,174 | New |
| Principal Securities, Inc. | 5,113 | $587.8K | 0.01% | −453−8.1% | Reduced |
| Boothbay Fund Management, LLC | 5,107 | $587.2K | 0.02% | −413−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,114 | $570.4K | 0.01% | +2,015+65.0% | Added |
| Mizuho Securities USA LLC | 4,878 | $560.8K | 0.01% | −876−15.2% | Reduced |
| Gen-Wealth Partners Inc | 4,772 | $545.2K | 0.24% | −43−0.9% | Reduced |
| 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 |
| Sustainable Insight Capital Management, LLC | 4,700 | $540.4K | 0.24% | +2,100+80.8% | Added |
| Code Waechter LLC | 4,645 | $534.0K | 0.51% | +4,645 | New |
| Park Avenue Securities LLC | 4,633 | $533.0K | 0.01% | −859−15.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,541 | $522.1K | 0.10% | +4,541 | New |
| KCM Investment Advisors LLC | 4,466 | $513.5K | 0.02% | +1,997+80.9% | Added |
| Everence Capital Management Inc | 4,450 | $512.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,382 | $503.8K | 0.00% | +1,401+47.0% | Added |
| Contravisory Investment Management, Inc. | 4,359 | $501.2K | 0.11% | +4,359 | New |
| CI Private Wealth, LLC | 4,325 | $497.3K | 0.00% | +609+16.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,281 | $492.2K | 0.00% | +100+2.4% | Added |
| Louisiana State Employees Retirement System | 4,200 | $482.9K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,114 | $472.9K | 0.01% | +78+1.9% | Added |
| Stephens Inc | 4,052 | $465.9K | 0.01% | +76+1.9% | Added |
| Securian Asset Management, Inc | 4,043 | $464.8K | 0.01% | −100−2.4% | Reduced |
| Sandy Spring Bank | 4,040 | $464.5K | 0.02% | +422+11.7% | Added |
| Global X Japan Co., Ltd. | 3,934 | $452.3K | 0.06% | −190−4.6% | Reduced |
| NovaPoint Capital, LLC | 3,920 | $450.7K | 0.14% | +55+1.4% | Added |
| Northwest & Ethical Investments L.P. | 3,801 | $437.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,769 | $433.3K | 0.00% | −51−1.3% | Reduced |
| Monetary Management Group Inc | 3,750 | $431.1K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,739 | $429.9K | 0.05% | +3,739 | New |
| Glenmede Trust Co NA | 3,698 | $425.2K | 0.00% | +74+2.0% | Added |
| Csenge Advisory Group | 3,808 | $424.5K | 0.02% | −1,187−23.8% | Reduced |