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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 3,634 | $406.8K | 0.02% | −406−10.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,697 | $409.8K | 0.05% | −10,893−74.7% | Reduced |
| Jane Street Group, LLC | 3,703 | $414.6K | 0.00% | −113,653−96.8% | Reduced |
| Monetary Management Group Inc | 3,750 | $419.8K | 0.11% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,840 | $429.9K | 0.00% | +142+3.8% | Added |
| Kestra Private Wealth Services, LLC | 3,898 | $436.4K | 0.01% | +3,898 | New |
| Securian Asset Management, Inc | 3,943 | $441.4K | 0.01% | −100−2.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,026 | $450.7K | 0.20% | −674−14.3% | Reduced |
| NovaPoint Capital, LLC | 4,072 | $455.9K | 0.14% | +152+3.9% | Added |
| Louisiana State Employees Retirement System | 4,100 | $459.0K | 0.01% | −100−2.4% | Reduced |
| Natixis | 4,150 | $464.6K | 0.00% | −8,939−68.3% | Reduced |
| Prospera Financial Services Inc | 4,180 | $467.9K | 0.01% | +66+1.6% | Added |
| Stephens Inc | 4,196 | $469.7K | 0.01% | +144+3.6% | Added |
| KCM Investment Advisors LLC | 4,266 | $477.6K | 0.02% | −200−4.5% | Reduced |
| Contravisory Investment Management, Inc. | 4,359 | $488.0K | 0.10% | 00.0% | Unchanged |
| Vanderbilt University | 4,413 | $494.0K | 0.10% | +4,413 | New |
| Ofi Invest Asset Management | 4,652 | $502.9K | 0.01% | +4,652 | New |
| Code Waechter LLC | 4,549 | $509.2K | 0.44% | −96−2.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,563 | $510.8K | 0.10% | +4,563 | New |
| Global X Japan Co., Ltd. | 4,566 | $511.2K | 0.06% | +632+16.1% | Added |
| Agf Management Ltd | 4,650 | $520.6K | 0.00% | +1,500+47.6% | Added |
| Maryland State Retirement & Pension System | 4,708 | $527.1K | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,739 | $530.5K | 0.02% | +31+0.7% | Added |
| Park Avenue Securities LLC | 4,758 | $533.0K | 0.01% | +125+2.7% | Added |
| CI Private Wealth, LLC | 4,855 | $543.5K | 0.00% | +530+12.3% | Added |
| Gen-Wealth Partners Inc | 4,975 | $557.0K | 0.24% | +203+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 4,986 | $558.2K | 0.00% | +705+16.5% | Added |
| Sterling Capital Management LLC | 5,016 | $561.5K | 0.01% | +1,873+59.6% | Added |
| PFG Investments, LLC | 5,043 | $564.6K | 0.04% | −1,193−19.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,140 | $575.4K | 0.00% | +26+0.5% | Added |
| Kentucky Retirement Systems | 5,170 | $578.8K | 0.02% | −71−1.4% | Reduced |
| Groupe la Francaise | 5,430 | $601.1K | 0.02% | +5,430 | New |
| DoubleLine ETF Adviser LP | 5,372 | $601.4K | 0.16% | +15+0.3% | Added |
| W.H. Cornerstone Investments Inc. | 5,473 | $612.7K | 0.41% | +5,473 | New |
| Principal Securities, Inc. | 5,511 | $617.0K | 0.01% | +398+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 5,540 | $620.0K | 0.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 5,655 | $633.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 5,700 | $638.1K | 0.01% | +44+0.8% | Added |
| Morningstar Investment Management LLC | 5,910 | $662.0K | 0.05% | +475+8.7% | Added |
| Panagora Asset Management Inc | 5,940 | $665.0K | 0.00% | +3,409+134.7% | Added |
| SlateStone Wealth, LLC | 5,995 | $671.0K | 0.07% | +200+3.5% | Added |
| Creative Financial Designs Inc | 6,004 | $672.1K | 0.05% | −236−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 6,192 | $693.0K | 0.00% | +257+4.3% | Added |
| NewEdge Wealth, LLC | 6,371 | $713.2K | 0.01% | −292−4.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,411 | $718.0K | 0.00% | −949−12.9% | Reduced |
| Ethic Inc. | 6,426 | $719.4K | 0.01% | +145+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,450 | $722.0K | 0.00% | +93+1.5% | Added |
| Oregon Public Employees Retirement Fund | 6,554 | $733.7K | 0.01% | +110+1.7% | Added |
| Independent Advisor Alliance | 6,585 | $737.2K | 0.01% | +438+7.1% | Added |
| GWM Advisors LLC | 6,677 | $747.5K | 0.00% | +2,908+77.2% | Added |
| Benjamin Edwards Inc | 6,679 | $747.7K | 0.01% | +181+2.8% | Added |
| Xponance, Inc. | 6,752 | $755.9K | 0.01% | −305−4.3% | Reduced |
| Cerity Partners LLC | 6,762 | $766.3K | 0.00% | +2,380+54.3% | Added |
| Norinchukin Bank, The | 6,847 | $766.5K | 0.02% | +356+5.5% | Added |
| Jeppson Wealth Management, LLC | 7,061 | $790.5K | 0.29% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 7,247 | $811.3K | 0.01% | +2,369+48.6% | Added |
| Fieldview Capital Management, LLC | 7,260 | $812.8K | 0.13% | +7,260 | New |
| Burke & Herbert Bank & Trust Co | 7,335 | $821.2K | 0.19% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,570 | $847.5K | 0.01% | −64−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,683 | $860.1K | 0.09% | −60−0.8% | Reduced |
| Kestra Advisory Services, LLC | 7,742 | $866.7K | 0.00% | +7,742 | New |
| Pensionmark Financial Group, LLC | 7,778 | $870.7K | 0.02% | +5,860+305.5% | Added |
| Lazard Asset Management LLC | 7,784 | $871.0K | 0.00% | +2,370+43.8% | Added |
| Fort Point Capital Partners LLC | 7,848 | $878.6K | 0.10% | +89+1.1% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $882.7K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,916 | $886.2K | 0.03% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 7,928 | $887.5K | 0.74% | +7,928 | New |
| Pathstone Holdings, LLC | 8,504 | $952.1K | 0.00% | −40−0.5% | Reduced |
| New Age Alpha Advisors, LLC | 8,702 | $974.2K | 0.04% | +8,702 | New |
| Mutual of America Capital Management LLC | 9,159 | $1.03M | 0.01% | −104−1.1% | Reduced |
| Spirit of America Management Corp | 9,700 | $1.09M | 0.22% | 00.0% | Unchanged |
| M&T Bank Corp | 9,706 | $1.09M | 0.00% | −65−0.7% | Reduced |
| Rafferty Asset Management, LLC | 10,056 | $1.13M | 0.00% | −638−6.0% | Reduced |
| Summit Financial, LLC | 10,059 | $1.13M | 0.04% | +10,059 | New |
| Metis Global Partners, LLC | 10,115 | $1.13M | 0.03% | +921+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 10,490 | $1.14M | 0.00% | −91−0.9% | Reduced |
| Lokken Investment Group LLC | 10,210 | $1.14M | 0.49% | +507+5.2% | Added |
| Nissay Asset Management Corp | 10,777 | $1.20M | 0.01% | +419+4.0% | Added |
| Edgestream Partners, L.P. | 10,752 | $1.20M | 0.05% | −11,125−50.9% | Reduced |
| FourThought Financial Partners, LLC | 10,809 | $1.21M | 0.13% | −380−3.4% | Reduced |
| Creative Planning | 10,830 | $1.21M | 0.00% | +3,046+39.1% | Added |
| Loudon Investment Management, LLC | 11,070 | $1.24M | 0.70% | −685−5.8% | Reduced |
| CIBC Asset Management Inc | 11,152 | $1.25M | 0.00% | +399+3.7% | Added |
| Nomura Holdings Inc | 11,397 | $1.28M | 0.01% | +11,397 | New |
| Meridian Wealth Management, LLC | 11,500 | $1.29M | 0.06% | 00.0% | Unchanged |
| PGGM Investments | 11,561 | $1.29M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 11,890 | $1.33M | 0.02% | +3,387+39.8% | Added |
| Storebrand Asset Management AS | 11,997 | $1.34M | 0.00% | −160−1.3% | Reduced |
| Kesler, Norman & Wride, LLC | 12,005 | $1.34M | 0.29% | +1,095+10.0% | Added |
| Abc Arbitrage SA | 12,191 | $1.36M | 0.20% | +12,191 | New |
| Sigma Planning Corp | 12,309 | $1.38M | 0.04% | +2,225+22.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,748 | $1.43M | 0.29% | +4,295+50.8% | Added |
| Centiva Capital, LP | 12,747 | $1.43M | 0.05% | −2,579−16.8% | Reduced |
| Jump Financial, LLC | 12,800 | $1.43M | 0.03% | −44,062−77.5% | Reduced |
| TD Asset Management Inc | 13,350 | $1.49M | 0.00% | −572−4.1% | Reduced |
| GeoWealth Management, LLC | 13,443 | $1.50M | 0.05% | +3,060+29.5% | Added |
| Utah Retirement Systems | 13,933 | $1.56M | 0.02% | +300+2.2% | Added |
| Truist Financial Corp | 14,248 | $1.60M | 0.00% | +254+1.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,556 | $1.62M | 0.00% | +392+2.8% | Added |
| Vident Advisory, LLC | 14,692 | $1.64M | 0.03% | −7,088−32.5% | Reduced |