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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 735 | $84.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 700 | $80.5K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 672 | $78.0K | 0.00% | +59+9.6% | Added |
| Harvest Fund Management Co., Ltd | 640 | $74.0K | 0.00% | −248−27.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 618 | $71.1K | 0.00% | +594+2,475.0% | Added |
| Danske Bank A/S | 600 | $69.0K | 0.00% | −15,499−96.3% | Reduced |
| Farther Finance Advisors, LLC | 576 | $66.2K | 0.00% | −34−5.6% | Reduced |
| Optiver Holding B.V. | 558 | $64.2K | 0.00% | +558 | New |
| EverSource Wealth Advisors, LLC | 545 | $62.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 525 | $60.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 495 | $56.9K | 0.00% | +495 | New |
| Eastern Bank | 450 | $51.7K | 0.00% | +450 | New |
| Smartleaf Asset Management LLC | 444 | $50.8K | 0.01% | +277+165.9% | Added |
| IFP Advisors, Inc | 424 | $48.8K | 0.00% | −1,106−72.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 423 | $48.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 480 | $48.5K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 414 | $47.6K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 405 | $46.6K | 0.03% | +2+0.5% | Added |
| DAGCO, Inc. | 350 | $40.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 344 | $39.5K | 0.00% | +190+123.4% | Added |
| Toth Financial Advisory Corp | 326 | $37.5K | 0.00% | +5+1.6% | Added |
| Sentry Investment Management LLC | 319 | $37.0K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 309 | $35.5K | 0.01% | +309 | New |
| Hilltop National Bank | 300 | $34.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 262 | $30.1K | 0.00% | +3+1.2% | Added |
| Parkside Financial Bank & Trust | 249 | $28.6K | 0.00% | −135−35.2% | Reduced |
| CIBC Private Wealth Group, LLC | 244 | $28.1K | 0.00% | +163+201.2% | Added |
| Montag A & Associates Inc | 240 | $27.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 238 | $27.0K | 0.00% | +107+81.7% | Added |
| Larson Financial Group LLC | 204 | $23.5K | 0.00% | +5+2.5% | Added |
| Clearstead Advisors, LLC | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 191 | $22.0K | 0.00% | −36−15.9% | Reduced |
| Cromwell Holdings LLC | 158 | $18.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 153 | $17.6K | 0.00% | +15+10.9% | Added |
| SRS Capital Advisors, Inc. | 149 | $17.2K | 0.00% | −25−14.4% | Reduced |
| Smithfield Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 136 | $15.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 132 | $15.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 128 | $14.7K | 0.00% | +128 | New |
| Dynamic Wealth Strategies, LLC | 125 | $14.0K | 0.01% | +69+123.2% | Added |
| Massmutual Trust Co FSB | 121 | $13.9K | 0.00% | +34+39.1% | Added |
| Assetmark, Inc | 120 | $13.8K | 0.00% | −22−15.5% | Reduced |
| SJS Investment Consulting Inc. | 114 | $13.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 113 | $13.0K | 0.01% | −11−8.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 110 | $12.6K | 0.02% | +110 | New |
| Huntington National Bank | 108 | $12.4K | 0.00% | −12−10.0% | Reduced |
| Spire Wealth Management | 105 | $12.1K | 0.00% | +12+12.9% | Added |
| Brown Brothers Harriman & Co | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $11.5K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $10.6K | 0.00% | −15−14.0% | Reduced |
| MV Capital Management, Inc. | 89 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 88 | $10.1K | 0.00% | +20+29.4% | Added |
| PSI Advisors, LLC | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 78 | $8.97K | 0.00% | +78 | New |
| Bell Investment Advisors, Inc | 74 | $8.51K | 0.00% | −5−6.3% | Reduced |
| Versant Capital Management, Inc | 69 | $7.93K | 0.00% | −5−6.8% | Reduced |
| Meeder Asset Management Inc | 66 | $7.59K | 0.00% | +8+13.8% | Added |
| Financial Freedom, LLC | 64 | $7.32K | 0.00% | +1+1.6% | Added |
| JNBA Financial Advisors | 59 | $6.78K | 0.00% | +59 | New |
| Elequin Capital LP | 59 | $6.78K | 0.00% | +59 | New |
| Bryn Mawr Trust Co | 55 | $6.32K | 0.00% | +55 | New |
| Lindbrook Capital, LLC | 50 | $5.75K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $5.63K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 46 | $5.29K | 0.00% | +46 | New |
| Crewe Advisors LLC | 42 | $4.83K | 0.00% | +1+2.4% | Added |
| Capital Performance Advisors LLP | 39 | $4.48K | 0.00% | +39 | New |
| Zions Bancorporation, N.A. | 33 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.68K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $3.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $3.22K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $3.00K | 0.00% | +13+108.3% | Added |
| Umb Bank N A | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21 | $2.41K | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $2.18K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $1.93K | 0.00% | +9+112.5% | Added |
| MCF Advisors LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $1.84K | 0.00% | +16 | New |
| Geneos Wealth Management Inc. | 16 | $1.84K | 0.00% | +16 | New |
| Kozak & Associates, Inc. | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 12 | $1.38K | 0.00% | +12 | New |
| LRI Investments, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $1.30K | 0.00% | +5+83.3% | Added |
| Leonteq Securities AG | 11 | $1.26K | 0.00% | −486−97.8% | Reduced |
| Legacy Investment Solutions, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| Ridgewood Investments LLC | 8 | $920 | 0.00% | −1−11.1% | Reduced |
| Raleigh Capital Management Inc. | 5 | $575 | 0.00% | 00.0% | Unchanged |