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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 1 | $112 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $112 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $448 | 0.00% | +4 | New |
| Caitlin John, LLC | 5 | $507 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $560 | 0.00% | +5 | New |
| Stonebridge Financial Group, LLC | 5 | $560 | 0.00% | +5 | New |
| Ridgewood Investments LLC | 8 | $896 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $1.71K | 0.00% | +4+36.4% | Added |
| Kozak & Associates, Inc. | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 21 | $2.35K | 0.00% | −66−75.9% | Reduced |
| Grove Bank & Trust | 21 | $2.35K | 0.00% | +5+31.3% | Added |
| NewSquare Capital LLC | 23 | $2.58K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 26 | $2.91K | 0.00% | −2−7.1% | Reduced |
| Covestor Ltd | 24 | $3.00K | 0.00% | −1−4.0% | Reduced |
| City State Bank | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 31 | $3.47K | 0.00% | +9+40.9% | Added |
| Sierra Ocean, LLC | 31 | $3.47K | 0.00% | +31 | New |
| Private Trust Co NA | 32 | $3.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $3.69K | 0.00% | −1,172−97.3% | Reduced |
| Zions Bancorporation, N.A. | 33 | $3.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $4.70K | 0.00% | +42 | New |
| Newbridge Financial Services Group, Inc. | 47 | $5.31K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 49 | $5.49K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 55 | $5.59K | 0.00% | +55 | New |
| Atticus Wealth Management, LLC | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 52 | $5.82K | 0.00% | +41+372.7% | Added |
| Valley National Advisers Inc | 57 | $6.00K | 0.00% | +57 | New |
| Elequin Capital LP | 54 | $6.04K | 0.00% | −5−8.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 54 | $6.04K | 0.01% | +54 | New |
| Capital A Wealth Management, LLC | 54 | $6.04K | 0.01% | +54 | New |
| Ancora Advisors, LLC | 56 | $6.27K | 0.00% | +56 | New |
| JNBA Financial Advisors | 59 | $6.61K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 64 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $7.84K | 0.00% | −4−5.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 71 | $7.95K | 0.00% | +71 | New |
| Lindbrook Capital, LLC | 72 | $8.06K | 0.00% | +22+44.0% | Added |
| TD Private Client Wealth LLC | 86 | $9.63K | 0.00% | −2−2.3% | Reduced |
| Adirondack Trust Co | 87 | $9.74K | 0.00% | +87 | New |
| MV Capital Management, Inc. | 89 | $9.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 113 | $12.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 123 | $13.8K | 0.03% | +13+11.8% | Added |
| CoreCap Advisors, LLC | 129 | $14.4K | 0.00% | +1+0.8% | Added |
| Huntington National Bank | 135 | $15.1K | 0.00% | +27+25.0% | Added |
| Federated Hermes, Inc. | 139 | $15.6K | 0.00% | −14−9.2% | Reduced |
| Massmutual Trust Co FSB | 140 | $15.7K | 0.00% | +19+15.7% | Added |
| Assetmark, Inc | 147 | $16.5K | 0.00% | +27+22.5% | Added |
| Quent Capital, LLC | 149 | $16.7K | 0.00% | +17+12.9% | Added |
| SRS Capital Advisors, Inc. | 150 | $16.8K | 0.00% | +1+0.7% | Added |
| Smithfield Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $17.7K | 0.00% | +89+129.0% | Added |
| Cromwell Holdings LLC | 158 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 162 | $18.1K | 0.00% | +107+194.5% | Added |
| Lee Danner & Bass Inc | 166 | $18.6K | 0.00% | +166 | New |
| Cohen & Steers, Inc. | 191 | $21.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 195 | $21.0K | 0.00% | +195 | New |
| Clearstead Advisors, LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 222 | $23.2K | 0.00% | −22−9.0% | Reduced |
| TD Waterhouse Canada Inc. | 212 | $23.7K | 0.00% | +212 | New |
| Tobam | 213 | $24.0K | 0.01% | +213 | New |
| Larson Financial Group LLC | 229 | $25.6K | 0.00% | +25+12.3% | Added |
| Montag A & Associates Inc | 240 | $26.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 255 | $28.5K | 0.00% | +6+2.4% | Added |
| Skopos Labs, Inc. | 267 | $29.9K | 0.01% | −42−13.6% | Reduced |
| Park Square Financial Group, LLC | 269 | $30.1K | 0.02% | +269 | New |
| Anchor Investment Management, LLC | 270 | $30.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 270 | $30.3K | 0.00% | +8+3.1% | Added |
| Sentry Investment Management LLC | 274 | $31.0K | 0.01% | −45−14.1% | Reduced |
| Citadel Advisors LLC | 286 | $32.0K | 0.00% | −49,202−99.4% | Reduced |
| Hilltop National Bank | 300 | $33.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 305 | $34.1K | 0.00% | −39−11.3% | Reduced |
| Toth Financial Advisory Corp | 327 | $36.6K | 0.00% | +1+0.3% | Added |
| Clarity Asset Management, Inc. | 399 | $44.7K | 0.03% | −6−1.5% | Reduced |
| Rothschild Investment LLC | 414 | $46.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 423 | $47.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 429 | $48.1K | 0.00% | +5+1.2% | Added |
| Eastern Bank | 450 | $50.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 459 | $50.9K | 0.04% | −21−4.4% | Reduced |
| Kapitalo Investimentos Ltda | 456 | $51.0K | 0.03% | +456 | New |
| Venturi Wealth Management, LLC | 469 | $52.5K | 0.00% | +333+244.9% | Added |
| Avalon Trust Co | 500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $56.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 510 | $57.1K | 0.00% | −35−6.4% | Reduced |
| Delta Asset Management LLC | 525 | $58.8K | 0.01% | 00.0% | Unchanged |