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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 3,674 | $422.4K | 0.09% | +3,674 | New |
| New Mexico Educational Retirement Board | 3,650 | $420.0K | 0.01% | −100−2.7% | Reduced |
| LMR Partners LLP | 3,619 | $416.1K | 0.01% | +3,619 | New |
| Banco Santander, S.A. | 3,584 | $412.1K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,510 | $403.5K | 0.03% | +3,510 | New |
| Great Lakes Advisors, LLC | 3,395 | $390.4K | 0.00% | −19−0.6% | Reduced |
| Private Advisor Group, LLC | 3,390 | $389.8K | 0.00% | +706+26.3% | Added |
| Strategy Asset Managers LLC | 3,337 | $383.7K | 0.07% | +397+13.5% | Added |
| Trust Co of Vermont | 3,300 | $379.4K | 0.02% | −200−5.7% | Reduced |
| Equitable Holdings, Inc. | 3,282 | $377.3K | 0.00% | −9−0.3% | Reduced |
| Sanctuary Advisors, LLC | 3,244 | $372.6K | 0.00% | +1,012+45.3% | Added |
| Agf Management Ltd | 3,150 | $362.2K | 0.00% | +3,150 | New |
| Sterling Capital Management LLC | 3,143 | $361.4K | 0.00% | +3,143 | New |
| Apollon Wealth Management, LLC | 3,123 | $359.1K | 0.01% | +167+5.6% | Added |
| Capstone Investment Advisors, LLC | 3,118 | $358.5K | 0.01% | +1,556+99.6% | Added |
| Thrivent Financial for Lutherans | 3,086 | $355.0K | 0.00% | −60−1.9% | Reduced |
| Fiduciary Group LLC | 3,075 | $353.5K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,000 | $344.9K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 2,950 | $339.2K | 0.00% | +2,950 | New |
| Sherbrooke Park Advisers LLC | 2,942 | $338.2K | 0.08% | −1,544−34.4% | Reduced |
| Wealthspire Advisors, LLC | 2,933 | $337.2K | 0.00% | +2,933 | New |
| MBB Public Markets I LLC | 2,880 | $331.1K | 0.03% | +2,880 | New |
| Rakuten Investment Management, Inc. | 2,887 | $330.2K | 0.00% | +735+34.2% | Added |
| Revisor Wealth Management LLC | 2,855 | $328.3K | 0.21% | −85−2.9% | Reduced |
| GAMMA Investing LLC | 2,840 | $326.5K | 0.03% | +345+13.8% | Added |
| SG Americas Securities, LLC | 2,824 | $325.0K | 0.00% | −22,393−88.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $324.8K | 0.00% | +136+5.1% | Added |
| Mackenzie Financial Corp | 2,759 | $317.2K | 0.00% | −10.0% | Reduced |
| Shell Asset Management Co | 2,695 | $310.0K | 0.01% | +2,695 | New |
| Modera Wealth Management, LLC | 2,636 | $303.1K | 0.00% | −133−4.8% | Reduced |
| Montgomery Investment Management Inc | 2,630 | $302.4K | 0.11% | 00.0% | Unchanged |
| Mariner, LLC | 2,607 | $299.4K | 0.00% | −11−0.4% | Reduced |
| Toroso Investments, LLC | 2,607 | $297.3K | 0.00% | +153+6.2% | Added |
| Bridgefront Capital, LLC | 2,563 | $294.7K | 0.11% | +2,563 | New |
| Panagora Asset Management Inc | 2,531 | $291.0K | 0.00% | −10.0% | Reduced |
| GTS Securities LLC | 2,518 | $289.5K | 0.01% | +2,518 | New |
| US Bancorp | 2,494 | $286.7K | 0.00% | −131−5.0% | Reduced |
| Caxton Associates LP | 2,492 | $286.5K | 0.01% | +2,492 | New |
| Keybank National Association | 2,488 | $286.0K | 0.00% | +21+0.9% | Added |
| Crossmark Global Holdings, Inc. | 2,457 | $282.0K | 0.01% | −913−27.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,384 | $274.1K | 0.01% | +7+0.3% | Added |
| Ieq Capital, LLC | 2,306 | $265.1K | 0.00% | +2,306 | New |
| Fifth Third Bancorp | 2,304 | $264.9K | 0.00% | +55+2.4% | Added |
| V-Square Quantitative Management LLC | 2,289 | $263.2K | 0.04% | +189+9.0% | Added |
| Smith Shellnut Wilson LLC | 2,271 | $261.1K | 0.12% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,267 | $260.6K | 0.06% | +2,267 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,227 | $256.0K | 0.02% | −181−7.5% | Reduced |
| Captrust Financial Advisors | 2,226 | $255.9K | 0.00% | −537−19.4% | Reduced |
| EntryPoint Capital, LLC | 2,218 | $255.0K | 0.15% | +1,377+163.7% | Added |
| Powell Investment Advisors, LLC | 2,183 | $251.0K | 0.12% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,151 | $247.3K | 0.14% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,150 | $247.2K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,109 | $242.5K | 0.01% | +2,109 | New |
| MAI Capital Management | 2,109 | $242.4K | 0.00% | +2,109 | New |
| Paloma Partners Management Co | 2,100 | $241.4K | 0.01% | +2,100 | New |
| Baird Financial Group, Inc. | 2,089 | $240.2K | 0.00% | −26−1.2% | Reduced |
| Jones Financial Companies LLLP | 2,057 | $235.2K | 0.00% | +750+57.4% | Added |
| Quarry LP | 2,044 | $235.0K | 0.07% | +546+36.4% | Added |
| RB Capital Management, LLC | 2,021 | $232.4K | 0.05% | +16+0.8% | Added |
| Mission Wealth Management, LP | 2,013 | $231.5K | 0.01% | +2,013 | New |
| BancorpSouth Bank | 2,000 | $229.9K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,000 | $229.0K | 0.08% | +2,000 | New |
| C M Bidwell & Associates Ltd | 1,972 | $226.7K | 0.14% | +40+2.1% | Added |
| Exchange Traded Concepts, LLC | 1,967 | $226.1K | 0.01% | +601+44.0% | Added |
| iA Global Asset Management Inc. | 1,966 | $226.0K | 0.00% | −210−9.7% | Reduced |
| CWA Asset Management Group, LLC | 1,963 | $225.7K | 0.01% | +1,963 | New |
| Gotham Asset Management, LLC | 1,940 | $223.0K | 0.00% | +1,940 | New |
| KBC Group NV | 1,929 | $222.0K | 0.00% | +204+11.8% | Added |
| Pensionmark Financial Group, LLC | 1,918 | $220.5K | 0.01% | +1,918 | New |
| Commerce Bank | 1,909 | $219.5K | 0.00% | +1,909 | New |
| State of Wyoming | 1,906 | $219.1K | 0.03% | +1,569+465.6% | Added |
| Buckingham Strategic Partners | 1,903 | $218.9K | 0.00% | +1,903 | New |
| Armstrong, Fleming & Moore, Inc | 1,890 | $217.3K | 0.13% | +1,890 | New |
| Heritage Investors Management Corp | 1,874 | $215.0K | 0.01% | −160−7.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,844 | $212.0K | 0.01% | +539+41.3% | Added |
| Prudent Man Advisors, LLC | 1,833 | $210.7K | 0.07% | +1,833 | New |
| TCG Advisory Services, LLC | 1,802 | $207.2K | 0.01% | +1,802 | New |
| Trajan Wealth LLC | 1,799 | $206.8K | 0.01% | +1,799 | New |
| Blossom Wealth Management | 1,795 | $206.4K | 0.42% | +1,795 | New |
| Blair William & Co | 1,792 | $206.0K | 0.00% | +1,792 | New |
| Coldstream Capital Management Inc | 1,757 | $202.0K | 0.00% | +1,757 | New |
| National Bank of Canada | 1,700 | $195.4K | 0.00% | +1,675+6,700.0% | Added |
| Sunbelt Securities, Inc. | 1,654 | $190.2K | 0.02% | +7+0.4% | Added |
| Coppell Advisory Solutions LLC | 1,625 | $185.9K | 0.03% | −98−5.7% | Reduced |
| Old Point Trust & Financial Services N A | 1,616 | $185.8K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,453 | $167.1K | 0.00% | −9−0.6% | Reduced |
| Global Retirement Partners, LLC | 1,294 | $148.8K | 0.00% | +199+18.2% | Added |
| Allworth Financial LP | 1,225 | $140.8K | 0.00% | +2+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $138.0K | 0.03% | +1,200 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,193 | $137.2K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,148 | $132.0K | 0.00% | +104+10.0% | Added |
| CWM, LLC | 1,121 | $129.0K | 0.00% | +110+10.9% | Added |
| Ronald Blue Trust, Inc. | 1,205 | $121.7K | 0.00% | +860+249.3% | Added |
| Horizon Investments, LLC | 1,029 | $117.2K | 0.00% | −360−25.9% | Reduced |
| Whittier Trust Co | 1,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 982 | $112.9K | 0.01% | +32+3.4% | Added |
| Signaturefd, LLC | 878 | $101.0K | 0.00% | +19+2.2% | Added |
| Vestcor Inc | 873 | $100.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 847 | $97.4K | 0.04% | −214−20.2% | Reduced |
| Quadrant Capital Group LLC | 780 | $89.7K | 0.01% | −14−1.8% | Reduced |