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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 77,400 | $8.66M | 0.10% | +77,400 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 79,145 | $8.86M | 0.02% | +79,145 | New |
| Yousif Capital Management, LLC | 79,189 | $8.87M | 0.10% | +3,613+4.8% | Added |
| Verition Fund Management LLC | 80,932 | $9.06M | 0.05% | +5,908+7.9% | Added |
| LPL Financial LLC | 83,289 | $9.32M | 0.00% | +12,387+17.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,318 | $9.33M | 0.02% | +1,383+1.7% | Added |
| Ameriprise Financial Inc | 99,426 | $11.1M | 0.00% | +19,408+24.3% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $11.2M | 0.77% | 00.0% | Unchanged |
| AQR Capital Management LLC | 104,207 | $11.7M | 0.02% | +3,941+3.9% | Added |
| State of Tennessee, Treasury Department | 107,703 | $12.1M | 0.04% | −1,127−1.0% | Reduced |
| Alliancebernstein L.P. | 111,065 | $12.4M | 0.00% | +174+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 111,652 | $12.5M | 0.48% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 116,083 | $13.0M | 0.04% | −623−0.5% | Reduced |
| Algert Global LLC | 117,319 | $13.1M | 0.31% | +72,491+161.7% | Added |
| Asset Management One Co.,Ltd. | 119,698 | $13.3M | 0.05% | +8,468+7.6% | Added |
| Envestnet Asset Management Inc | 119,993 | $13.4M | 0.00% | +53,474+80.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 124,629 | $14.0M | 0.01% | −16,912−11.9% | Reduced |
| AXA S.A. | 127,460 | $14.3M | 0.04% | −4,809−3.6% | Reduced |
| Voloridge Investment Management, LLC | 135,620 | $15.2M | 0.05% | −158,324−53.9% | Reduced |
| Public Employees Retirement System of Ohio | 138,094 | $15.5M | 0.05% | −580.0% | Reduced |
| RMB Capital Management, LLC | 139,238 | $15.6M | 0.36% | +41,511+42.5% | Added |
| Nordea Investment Management AB | 141,773 | $15.9M | 0.02% | +29,894+26.7% | Added |
| Millennium Management LLC | 142,050 | $15.9M | 0.01% | −156,937−52.5% | Reduced |
| Rhumbline Advisers | 144,516 | $16.2M | 0.01% | −458−0.3% | Reduced |
| Kempen Capital Management N.V. | 146,781 | $16.4M | 0.16% | −6,069−4.0% | Reduced |
| Hudson Bay Capital Management LP | 147,598 | $16.5M | 0.10% | +147,598 | New |
| Swiss National Bank | 148,100 | $16.6M | 0.01% | +2,300+1.6% | Added |
| California Public Employees Retirement System | 148,858 | $16.7M | 0.01% | −4,729−3.1% | Reduced |
| Raymond James Financial Inc | 153,525 | $17.2M | 0.01% | +153,525 | New |
| Bank of Nova Scotia | 154,295 | $17.3M | 0.03% | +14,567+10.4% | Added |
| Principal Financial Group Inc | 154,517 | $17.3M | 0.01% | +61,211+65.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158,220 | $17.3M | 0.02% | +1,049+0.7% | Added |
| Allianz Asset Management GmbH | 155,384 | $17.4M | 0.03% | −4,791−3.0% | Reduced |
| Masterton Capital Management, LP | 155,953 | $17.5M | 9.89% | +30,100+23.9% | Added |
| Renaissance Technologies LLC | 163,414 | $18.3M | 0.03% | −113,986−41.1% | Reduced |
| Mizuho Markets Americas LLC | 168,392 | $18.9M | 0.36% | −28,554−14.5% | Reduced |
| BNP Paribas Arbitrage, SA | 177,483 | $19.9M | 0.02% | +177,483 | New |
| APG Asset Management US Inc. | 180,824 | $20.2M | 0.15% | +180,824 | New |
| Citigroup Inc | 187,261 | $21.0M | 0.02% | −52,787−22.0% | Reduced |
| Lighthouse Investment Partners, LLC | 190,000 | $21.3M | 0.82% | +59,000+45.0% | Added |
| Bank of America Corp | 204,170 | $22.9M | 0.00% | −35,162−14.7% | Reduced |
| Amundi | 221,664 | $23.2M | 0.01% | +87,894+65.7% | Added |
| Bank of Montreal | 215,569 | $24.1M | 0.01% | +31,272+17.0% | Added |
| Neuberger Berman Group LLC | 218,273 | $24.4M | 0.02% | −10,970−4.8% | Reduced |
| RWC Asset Management LLP | 218,493 | $24.5M | 1.23% | +8,946+4.3% | Added |
| Marshall Wace, LLP | 231,638 | $25.9M | 0.03% | +149,140+180.8% | Added |
| Barclays PLC | 260,753 | $29.2M | 0.01% | +128,256+96.8% | Added |
| Gillson Capital LP | 276,397 | $30.9M | 2.79% | +276,397 | New |
| Adage Capital Partners GP, L.L.C. | 321,500 | $36.0M | 0.06% | +600+0.2% | Added |
| Victory Capital Management Inc | 327,424 | $36.7M | 0.04% | +32,221+10.9% | Added |
| HSBC Holdings PLC | 333,316 | $37.3M | 0.02% | +24,025+7.8% | Added |
| Price T Rowe Associates Inc | 334,348 | $37.4M | 0.00% | +19,529+6.2% | Added |
| Alyeska Investment Group, L.P. | 363,026 | $40.6M | 0.15% | +363,026 | New |
| UBS Group AG | 368,423 | $41.2M | 0.01% | +67,553+22.5% | Added |
| STRS Ohio | 373,801 | $41.8M | 0.17% | −16,780−4.3% | Reduced |
| Qube Research & Technologies Ltd | 417,997 | $46.8M | 0.08% | +29,846+7.7% | Added |
| SEI Investments Co | 419,208 | $46.9M | 0.06% | +18,790+4.7% | Added |
| Goldman Sachs Group Inc | 428,017 | $47.9M | 0.01% | −9,623−2.2% | Reduced |
| Balyasny Asset Management LLC | 428,981 | $48.0M | 0.11% | +297,227+225.6% | Added |
| Nomura Asset Management Co Ltd | 446,922 | $50.0M | 0.15% | +20,641+4.8% | Added |
| Royal Bank of Canada | 459,601 | $51.5M | 0.01% | −3,962−0.9% | Reduced |
| CBOE Vest Financial, LLC | 498,244 | $55.8M | 0.99% | +43,917+9.7% | Added |
| Russell Investments Group, Ltd. | 529,083 | $59.2M | 0.08% | −80,608−13.2% | Reduced |
| FMR LLC | 581,159 | $65.1M | 0.00% | +8,350+1.5% | Added |
| Janus Henderson Group PLC | 595,416 | $66.7M | 0.03% | −15,670−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 632,589 | $70.8M | 0.50% | −170,954−21.3% | Reduced |
| Bank of New York Mellon Corp | 634,147 | $71.0M | 0.01% | −6,974−1.1% | Reduced |
| UBS Asset Management Americas Inc | 674,235 | $75.5M | 0.02% | +69,345+11.5% | Added |
| Nuveen Asset Management, LLC | 683,114 | $76.5M | 0.02% | +263,020+62.6% | Added |
| Legal & General Group Plc | 689,884 | $77.2M | 0.02% | −33,624−4.6% | Reduced |
| Cbre Clarion Securities LLC | 811,945 | $90.9M | 1.61% | +60,671+8.1% | Added |
| Morgan Stanley | 846,670 | $94.8M | 0.01% | −177,986−17.4% | Reduced |
| Wells Fargo & Company | 905,884 | $101.4M | 0.02% | +38,227+4.4% | Added |
| Westwood Holdings Group Inc. | 919,547 | $102.9M | 0.79% | −25,216−2.7% | Reduced |
| Centersquare Investment Management LLC | 1,042,016 | $116.7M | 1.23% | +941,414+935.8% | Added |
| Dimensional Fund Advisors LP | 1,165,798 | $130.5M | 0.03% | +28,933+2.5% | Added |
| Northwood Liquid Management LP | 1,188,734 | $133.1M | 8.85% | +182,120+18.1% | Added |
| Northern Trust Corp | 1,234,753 | $138.2M | 0.02% | +522,531+73.4% | Added |
| Charles Schwab Investment Management Inc | 1,285,189 | $143.9M | 0.03% | +37,274+3.0% | Added |
| Deutsche Bank AG | 1,346,335 | $150.7M | 0.06% | −32,571−2.4% | Reduced |
| ProShare Advisors LLC | 1,672,792 | $187.3M | 0.43% | −1,034−0.1% | Reduced |
| Massachusetts Financial Services Co | 1,947,728 | $218.0M | 0.07% | −12,587−0.6% | Reduced |
| Geode Capital Management, LLC | 2,033,880 | $227.5M | 0.02% | +77,783+4.0% | Added |
| Invesco Ltd. | 3,053,443 | $341.8M | 0.06% | +893,258+41.4% | Added |
| Resolution Capital Ltd | 3,523,155 | $394.4M | 7.09% | +389,266+12.4% | Added |
| JPMorgan Chase & Co | 4,605,950 | $515.6M | 0.04% | −280,042−5.7% | Reduced |
| State Street Corp | 6,290,201 | $704.2M | 0.03% | +177,263+2.9% | Added |
| Norges Bank | 7,240,234 | $810.5M | 0.11% | +8,478+0.1% | Added |
| BlackRock, Inc. | 8,795,468 | $984.7M | 0.02% | +382,577+4.5% | Added |
| Vanguard Group Inc | 13,041,061 | $1.46B | 0.03% | +218,671+1.7% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −271,163−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,349−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −86,723−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −83,521−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,531−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −38,196−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,592−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −33,617−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,287−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,356−100.0% | Sold out |