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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 536 | $60.0K | 0.00% | −40−6.9% | Reduced |
| Smartleaf Asset Management LLC | 555 | $61.6K | 0.01% | +111+25.0% | Added |
| Whittier Trust Co of Nevada Inc | 618 | $69.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 691 | $77.0K | 0.00% | +19+2.8% | Added |
| Brown Brothers Harriman & Co | 692 | $77.5K | 0.00% | +592+592.0% | Added |
| ZRC Wealth Management, LLC | 700 | $78.4K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 715 | $80.0K | 0.00% | −1,252−63.7% | Reduced |
| Danske Bank A/S | 800 | $89.6K | 0.00% | +200+33.3% | Added |
| Headlands Technologies LLC | 811 | $90.8K | 0.01% | +811 | New |
| Quadrant Capital Group LLC | 869 | $97.3K | 0.01% | +89+11.4% | Added |
| Hopwood Financial Services, Inc. | 900 | $100.8K | 0.08% | +900 | New |
| Signaturefd, LLC | 916 | $102.6K | 0.00% | +38+4.3% | Added |
| Whittier Trust Co | 1,000 | $112.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,032 | $114.4K | 0.00% | +3+0.3% | Added |
| Y.D. More Investments Ltd | 1,071 | $119.9K | 0.01% | +89+9.1% | Added |
| MUFG Securities Americas Inc. | 1,129 | $126.4K | 0.02% | +1,129 | New |
| Quest Partners LLC | 1,165 | $130.4K | 0.02% | −16,464−93.4% | Reduced |
| Ci Investments Inc. | 1,230 | $138.0K | 0.00% | +82+7.1% | Added |
| CWM, LLC | 1,266 | $142.0K | 0.00% | +145+12.9% | Added |
| Trust Co of Vermont | 1,300 | $145.5K | 0.01% | −2,000−60.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,330 | $148.9K | 0.06% | +137+11.5% | Added |
| Canada Post Corp Registered Pension Plan | 1,338 | $149.8K | 0.01% | +1,338 | New |
| GF Fund Management Co. Ltd. | 1,368 | $153.1K | 0.00% | +1,368 | New |
| MAI Capital Management | 1,394 | $156.1K | 0.00% | −715−33.9% | Reduced |
| Global Retirement Partners, LLC | 1,436 | $160.8K | 0.00% | +142+11.0% | Added |
| Mather Group, LLC. | 1,453 | $162.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,537 | $170.5K | 0.02% | −88−5.4% | Reduced |
| Old Point Trust & Financial Services N A | 1,616 | $180.9K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,662 | $184.3K | 0.02% | +8+0.5% | Added |
| Capstone Investment Advisors, LLC | 1,670 | $187.0K | 0.00% | −1,448−46.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,705 | $191.0K | 0.01% | +1,065+166.4% | Added |
| Blossom Wealth Management | 1,795 | $200.9K | 0.39% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,804 | $202.0K | 0.00% | −229,106−99.2% | Reduced |
| Coldstream Capital Management Inc | 1,837 | $205.7K | 0.00% | +80+4.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,851 | $207.2K | 0.01% | +7+0.4% | Added |
| Commerce Bank | 1,859 | $208.1K | 0.00% | −50−2.6% | Reduced |
| Trajan Wealth LLC | 1,873 | $209.7K | 0.01% | +74+4.1% | Added |
| Armstrong, Fleming & Moore, Inc | 1,890 | $211.6K | 0.13% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,902 | $212.9K | 0.00% | −162,956−98.8% | Reduced |
| Allworth Financial LP | 2,044 | $213.5K | 0.00% | +819+66.9% | Added |
| iA Global Asset Management Inc. | 1,921 | $215.0K | 0.00% | −45−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,924 | $215.7K | 0.00% | −903−31.9% | Reduced |
| RB Capital Management, LLC | 1,958 | $219.2K | 0.05% | −63−3.1% | Reduced |
| Sanctuary Advisors, LLC | 2,027 | $219.5K | 0.00% | −1,217−37.5% | Reduced |
| Financial Network Wealth Management LLC | 2,000 | $223.0K | 0.08% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,994 | $223.2K | 0.15% | +1,994 | New |
| BancorpSouth Bank | 2,000 | $223.9K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,031 | $227.4K | 0.01% | +68+3.5% | Added |
| TCG Advisory Services, LLC | 2,036 | $227.9K | 0.01% | +234+13.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,142 | $234.9K | 0.00% | +2,142 | New |
| Revisor Wealth Management LLC | 2,108 | $235.7K | 0.22% | −747−26.2% | Reduced |
| Gotham Asset Management, LLC | 2,108 | $236.0K | 0.00% | +168+8.7% | Added |
| Vise Technologies, Inc. | 2,119 | $237.2K | 0.02% | +2,119 | New |
| Lafayette Investments, Inc. | 2,150 | $240.7K | 0.05% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,172 | $243.2K | 0.14% | +21+1.0% | Added |
| Powell Investment Advisors, LLC | 2,183 | $244.4K | 0.11% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,325 | $247.7K | 0.07% | +2,325 | New |
| V-Square Quantitative Management LLC | 2,313 | $258.9K | 0.04% | +24+1.0% | Added |
| Smith Shellnut Wilson LLC | 2,326 | $260.4K | 0.12% | +55+2.4% | Added |
| Fifth Third Bancorp | 2,360 | $264.2K | 0.00% | +56+2.4% | Added |
| Toroso Investments, LLC | 2,388 | $264.9K | 0.00% | −219−8.4% | Reduced |
| Everence Capital Management Inc | 2,380 | $266.0K | 0.02% | −2,070−46.5% | Reduced |
| Jones Financial Companies LLLP | 2,389 | $267.4K | 0.00% | +332+16.1% | Added |
| Captrust Financial Advisors | 2,415 | $270.3K | 0.00% | +189+8.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,428 | $271.8K | 0.01% | +44+1.8% | Added |
| Crossmark Global Holdings, Inc. | 2,445 | $273.0K | 0.00% | −12−0.5% | Reduced |
| US Bancorp | 2,543 | $284.7K | 0.00% | +49+2.0% | Added |
| EntryPoint Capital, LLC | 2,561 | $286.7K | 0.12% | +343+15.5% | Added |
| Mariner, LLC | 2,582 | $289.0K | 0.00% | −25−1.0% | Reduced |
| Keybank National Association | 2,616 | $292.9K | 0.00% | +128+5.1% | Added |
| Atria Wealth Solutions, Inc. | 2,623 | $293.6K | 0.00% | +2,623 | New |
| Montgomery Investment Management Inc | 2,630 | $294.4K | 0.12% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,636 | $295.1K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,659 | $297.7K | 0.00% | −731−21.6% | Reduced |
| Blair William & Co | 2,683 | $300.4K | 0.00% | +891+49.7% | Added |
| Shell Asset Management Co | 2,689 | $301.0K | 0.01% | −6−0.2% | Reduced |
| KBC Group NV | 2,693 | $301.0K | 0.00% | +764+39.6% | Added |
| SG Americas Securities, LLC | 2,700 | $302.0K | 0.00% | −124−4.4% | Reduced |
| Machina Capital S.A.S. | 2,718 | $304.3K | 0.13% | −2,456−47.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,732 | $305.8K | 0.01% | −9,211−77.1% | Reduced |
| Baird Financial Group, Inc. | 2,743 | $307.1K | 0.00% | +654+31.3% | Added |
| Mackenzie Financial Corp | 2,800 | $313.5K | 0.00% | +41+1.5% | Added |
| Graham Capital Management, L.P. | 2,821 | $315.8K | 0.01% | −16,709−85.6% | Reduced |
| Empowered Funds, LLC | 2,850 | $315.9K | 0.00% | +2,850 | New |
| Wealthspire Advisors, LLC | 2,940 | $329.1K | 0.00% | +7+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 3,022 | $338.3K | 0.03% | +3,022 | New |
| Fiduciary Group LLC | 3,023 | $338.4K | 0.03% | −52−1.7% | Reduced |
| Heitman Real Estate Securities LLC | 3,083 | $345.1K | 0.02% | −7,792−71.7% | Reduced |
| GAMMA Investing LLC | 3,104 | $347.5K | 0.03% | +264+9.3% | Added |
| Great Lakes Advisors, LLC | 3,113 | $348.5K | 0.00% | −282−8.3% | Reduced |
| Thrivent Financial for Lutherans | 3,132 | $351.0K | 0.00% | +46+1.5% | Added |
| Apollon Wealth Management, LLC | 3,173 | $355.2K | 0.01% | +50+1.6% | Added |
| Equitable Holdings, Inc. | 3,183 | $356.3K | 0.00% | −99−3.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,263 | $365.3K | 0.00% | +3,263 | New |
| Strategy Asset Managers LLC | 3,407 | $381.4K | 0.07% | +70+2.1% | Added |
| Ieq Capital, LLC | 3,438 | $384.9K | 0.00% | +1,132+49.1% | Added |
| Csenge Advisory Group | 3,527 | $394.8K | 0.02% | −281−7.4% | Reduced |
| Two Sigma Securities, LLC | 3,543 | $396.6K | 0.07% | +3,543 | New |
| New Mexico Educational Retirement Board | 3,550 | $397.0K | 0.01% | −100−2.7% | Reduced |
| Northwest & Ethical Investments L.P. | 3,627 | $406.0K | 0.01% | −174−4.6% | Reduced |