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, Q4 2024
Institutional positions in Federal Realty Investment Trust as of Dec 31, 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
- 490
- −8 vs. Q3 2024
- Shares held
- 85.1M
- +4.03M (+5.0%) vs. Q3 2024
- Total value
- $9.53B
- +$204.9M (+2.2%) vs. Q3 2024
- New holders
- 65
- 207 more added
- Sold out
- 73
- 144 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,041,061 | $1.46B | 0.03% | +218,671+1.7% | Added |
| BlackRock, Inc. | 8,795,468 | $984.7M | 0.02% | +382,577+4.5% | Added |
| Norges Bank | 7,240,234 | $810.5M | 0.11% | +8,478+0.1% | Added |
| State Street Corp | 6,290,201 | $704.2M | 0.03% | +177,263+2.9% | Added |
| JPMorgan Chase & Co | 4,605,950 | $515.6M | 0.04% | −280,042−5.7% | Reduced |
| Resolution Capital Ltd | 3,523,155 | $394.4M | 7.09% | +389,266+12.4% | Added |
| Invesco Ltd. | 3,053,443 | $341.8M | 0.06% | +893,258+41.4% | Added |
| Geode Capital Management, LLC | 2,033,880 | $227.5M | 0.02% | +77,783+4.0% | Added |
| Massachusetts Financial Services Co | 1,947,728 | $218.0M | 0.07% | −12,587−0.6% | Reduced |
| ProShare Advisors LLC | 1,672,792 | $187.3M | 0.43% | −1,034−0.1% | Reduced |
| Deutsche Bank AG | 1,346,335 | $150.7M | 0.06% | −32,571−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,285,189 | $143.9M | 0.03% | +37,274+3.0% | Added |
| Northern Trust Corp | 1,234,753 | $138.2M | 0.02% | +522,531+73.4% | Added |
| Northwood Liquid Management LP | 1,188,734 | $133.1M | 8.85% | +182,120+18.1% | Added |
| Dimensional Fund Advisors LP | 1,165,798 | $130.5M | 0.03% | +28,933+2.5% | Added |
| Centersquare Investment Management LLC | 1,042,016 | $116.7M | 1.23% | +941,414+935.8% | Added |
| Westwood Holdings Group Inc. | 919,547 | $102.9M | 0.79% | −25,216−2.7% | Reduced |
| Wells Fargo & Company | 905,884 | $101.4M | 0.02% | +38,227+4.4% | Added |
| Morgan Stanley | 846,670 | $94.8M | 0.01% | −177,986−17.4% | Reduced |
| Cbre Clarion Securities LLC | 811,945 | $90.9M | 1.61% | +60,671+8.1% | Added |
| Legal & General Group Plc | 689,884 | $77.2M | 0.02% | −33,624−4.6% | Reduced |
| Nuveen Asset Management, LLC | 683,114 | $76.5M | 0.02% | +263,020+62.6% | Added |
| UBS Asset Management Americas Inc | 674,235 | $75.5M | 0.02% | +69,345+11.5% | Added |
| Bank of New York Mellon Corp | 634,147 | $71.0M | 0.01% | −6,974−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 632,589 | $70.8M | 0.50% | −170,954−21.3% | Reduced |
| Janus Henderson Group PLC | 595,416 | $66.7M | 0.03% | −15,670−2.6% | Reduced |
| FMR LLC | 581,159 | $65.1M | 0.00% | +8,350+1.5% | Added |
| Russell Investments Group, Ltd. | 529,083 | $59.2M | 0.08% | −80,608−13.2% | Reduced |
| CBOE Vest Financial, LLC | 498,244 | $55.8M | 0.99% | +43,917+9.7% | Added |
| Royal Bank of Canada | 459,601 | $51.5M | 0.01% | −3,962−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 446,922 | $50.0M | 0.15% | +20,641+4.8% | Added |
| Balyasny Asset Management LLC | 428,981 | $48.0M | 0.11% | +297,227+225.6% | Added |
| Goldman Sachs Group Inc | 428,017 | $47.9M | 0.01% | −9,623−2.2% | Reduced |
| SEI Investments Co | 419,208 | $46.9M | 0.06% | +18,790+4.7% | Added |
| Qube Research & Technologies Ltd | 417,997 | $46.8M | 0.08% | +29,846+7.7% | Added |
| STRS Ohio | 373,801 | $41.8M | 0.17% | −16,780−4.3% | Reduced |
| UBS Group AG | 368,423 | $41.2M | 0.01% | +67,553+22.5% | Added |
| Alyeska Investment Group, L.P. | 363,026 | $40.6M | 0.15% | +363,026 | New |
| Price T Rowe Associates Inc | 334,348 | $37.4M | 0.00% | +19,529+6.2% | Added |
| HSBC Holdings PLC | 333,316 | $37.3M | 0.02% | +24,025+7.8% | Added |
| Victory Capital Management Inc | 327,424 | $36.7M | 0.04% | +32,221+10.9% | Added |
| Adage Capital Partners GP, L.L.C. | 321,500 | $36.0M | 0.06% | +600+0.2% | Added |
| Gillson Capital LP | 276,397 | $30.9M | 2.79% | +276,397 | New |
| Barclays PLC | 260,753 | $29.2M | 0.01% | +128,256+96.8% | Added |
| Marshall Wace, LLP | 231,638 | $25.9M | 0.03% | +149,140+180.8% | Added |
| RWC Asset Management LLP | 218,493 | $24.5M | 1.23% | +8,946+4.3% | Added |
| Neuberger Berman Group LLC | 218,273 | $24.4M | 0.02% | −10,970−4.8% | Reduced |
| Bank of Montreal | 215,569 | $24.1M | 0.01% | +31,272+17.0% | Added |
| Amundi | 221,664 | $23.2M | 0.01% | +87,894+65.7% | Added |
| Bank of America Corp | 204,170 | $22.9M | 0.00% | −35,162−14.7% | Reduced |
| Lighthouse Investment Partners, LLC | 190,000 | $21.3M | 0.82% | +59,000+45.0% | Added |
| Citigroup Inc | 187,261 | $21.0M | 0.02% | −52,787−22.0% | Reduced |
| APG Asset Management US Inc. | 180,824 | $20.2M | 0.15% | +180,824 | New |
| BNP Paribas Arbitrage, SA | 177,483 | $19.9M | 0.02% | +177,483 | New |
| Mizuho Markets Americas LLC | 168,392 | $18.9M | 0.36% | −28,554−14.5% | Reduced |
| Renaissance Technologies LLC | 163,414 | $18.3M | 0.03% | −113,986−41.1% | Reduced |
| Masterton Capital Management, LP | 155,953 | $17.5M | 9.89% | +30,100+23.9% | Added |
| Allianz Asset Management GmbH | 155,384 | $17.4M | 0.03% | −4,791−3.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158,220 | $17.3M | 0.02% | +1,049+0.7% | Added |
| Principal Financial Group Inc | 154,517 | $17.3M | 0.01% | +61,211+65.6% | Added |
| Bank of Nova Scotia | 154,295 | $17.3M | 0.03% | +14,567+10.4% | Added |
| Raymond James Financial Inc | 153,525 | $17.2M | 0.01% | +153,525 | New |
| California Public Employees Retirement System | 148,858 | $16.7M | 0.01% | −4,729−3.1% | Reduced |
| Swiss National Bank | 148,100 | $16.6M | 0.01% | +2,300+1.6% | Added |
| Hudson Bay Capital Management LP | 147,598 | $16.5M | 0.10% | +147,598 | New |
| Kempen Capital Management N.V. | 146,781 | $16.4M | 0.16% | −6,069−4.0% | Reduced |
| Rhumbline Advisers | 144,516 | $16.2M | 0.01% | −458−0.3% | Reduced |
| Millennium Management LLC | 142,050 | $15.9M | 0.01% | −156,937−52.5% | Reduced |
| Nordea Investment Management AB | 141,773 | $15.9M | 0.02% | +29,894+26.7% | Added |
| RMB Capital Management, LLC | 139,238 | $15.6M | 0.36% | +41,511+42.5% | Added |
| Public Employees Retirement System of Ohio | 138,094 | $15.5M | 0.05% | −580.0% | Reduced |
| Voloridge Investment Management, LLC | 135,620 | $15.2M | 0.05% | −158,324−53.9% | Reduced |
| AXA S.A. | 127,460 | $14.3M | 0.04% | −4,809−3.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 124,629 | $14.0M | 0.01% | −16,912−11.9% | Reduced |
| Envestnet Asset Management Inc | 119,993 | $13.4M | 0.00% | +53,474+80.4% | Added |
| Asset Management One Co.,Ltd. | 119,698 | $13.3M | 0.05% | +8,468+7.6% | Added |
| Algert Global LLC | 117,319 | $13.1M | 0.31% | +72,491+161.7% | Added |
| Janney Montgomery Scott LLC | 116,083 | $13.0M | 0.04% | −623−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 111,652 | $12.5M | 0.48% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 111,065 | $12.4M | 0.00% | +174+0.2% | Added |
| State of Tennessee, Treasury Department | 107,703 | $12.1M | 0.04% | −1,127−1.0% | Reduced |
| AQR Capital Management LLC | 104,207 | $11.7M | 0.02% | +3,941+3.9% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $11.2M | 0.77% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 99,426 | $11.1M | 0.00% | +19,408+24.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,318 | $9.33M | 0.02% | +1,383+1.7% | Added |
| LPL Financial LLC | 83,289 | $9.32M | 0.00% | +12,387+17.5% | Added |
| Verition Fund Management LLC | 80,932 | $9.06M | 0.05% | +5,908+7.9% | Added |
| Yousif Capital Management, LLC | 79,189 | $8.87M | 0.10% | +3,613+4.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 79,145 | $8.86M | 0.02% | +79,145 | New |
| Jefferies Financial Group Inc. | 77,400 | $8.66M | 0.10% | +77,400 | New |
| Rockefeller Capital Management L.P. | 75,880 | $8.49M | 0.02% | +75,880 | New |
| Robeco Institutional Asset Management B.V. | 72,000 | $8.06M | 0.02% | −50,626−41.3% | Reduced |
| State of New Jersey Common Pension Fund D | 71,467 | $8.00M | 0.03% | +10,319+16.9% | Added |
| State Board of Administration of Florida Retirement System | 71,229 | $7.97M | 0.02% | −120−0.2% | Reduced |
| California State Teachers Retirement System | 71,142 | $7.96M | 0.01% | −90−0.1% | Reduced |
| Employees Retirement System of Texas | 71,000 | $7.95M | 0.07% | +12,000+20.3% | Added |
| Mattern Capital Management, LLC | 70,703 | $7.92M | 1.03% | −1,800−2.5% | Reduced |
| Guggenheim Capital LLC | 69,969 | $7.83M | 0.06% | −29,502−29.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,460 | $7.55M | 0.02% | +19,728+41.3% | Added |
| Susquehanna Fundamental Investments, LLC | 67,378 | $7.54M | 0.13% | +67,378 | New |