Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Abc Arbitrage SA | 12,191 | $1.36M | 0.20% | +12,191 | New |
| Kesler, Norman & Wride, LLC | 12,005 | $1.34M | 0.29% | +1,095+10.0% | Added |
| Storebrand Asset Management AS | 11,997 | $1.34M | 0.00% | −160−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 11,890 | $1.33M | 0.02% | +3,387+39.8% | Added |
| PGGM Investments | 11,561 | $1.29M | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,500 | $1.29M | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 11,397 | $1.28M | 0.01% | +11,397 | New |
| CIBC Asset Management Inc | 11,152 | $1.25M | 0.00% | +399+3.7% | Added |
| Loudon Investment Management, LLC | 11,070 | $1.24M | 0.70% | −685−5.8% | Reduced |
| Creative Planning | 10,830 | $1.21M | 0.00% | +3,046+39.1% | Added |
| FourThought Financial Partners, LLC | 10,809 | $1.21M | 0.13% | −380−3.4% | Reduced |
| Edgestream Partners, L.P. | 10,752 | $1.20M | 0.05% | −11,125−50.9% | Reduced |
| Nissay Asset Management Corp | 10,777 | $1.20M | 0.01% | +419+4.0% | Added |
| Lokken Investment Group LLC | 10,210 | $1.14M | 0.49% | +507+5.2% | Added |
| Allspring Global Investments Holdings, LLC | 10,490 | $1.14M | 0.00% | −91−0.9% | Reduced |
| Metis Global Partners, LLC | 10,115 | $1.13M | 0.03% | +921+10.0% | Added |
| Summit Financial, LLC | 10,059 | $1.13M | 0.04% | +10,059 | New |
| Rafferty Asset Management, LLC | 10,056 | $1.13M | 0.00% | −638−6.0% | Reduced |
| M&T Bank Corp | 9,706 | $1.09M | 0.00% | −65−0.7% | Reduced |
| Spirit of America Management Corp | 9,700 | $1.09M | 0.22% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,159 | $1.03M | 0.01% | −104−1.1% | Reduced |
| New Age Alpha Advisors, LLC | 8,702 | $974.2K | 0.04% | +8,702 | New |
| Pathstone Holdings, LLC | 8,504 | $952.1K | 0.00% | −40−0.5% | Reduced |
| Sound Financial Strategies Group, LLC | 7,928 | $887.5K | 0.74% | +7,928 | New |
| Ameritas Investment Partners, Inc. | 7,916 | $886.2K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,885 | $882.7K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,848 | $878.6K | 0.10% | +89+1.1% | Added |
| Lazard Asset Management LLC | 7,784 | $871.0K | 0.00% | +2,370+43.8% | Added |
| Pensionmark Financial Group, LLC | 7,778 | $870.7K | 0.02% | +5,860+305.5% | Added |
| Kestra Advisory Services, LLC | 7,742 | $866.7K | 0.00% | +7,742 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,683 | $860.1K | 0.09% | −60−0.8% | Reduced |
| Lido Advisors, LLC | 7,570 | $847.5K | 0.01% | −64−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,335 | $821.2K | 0.19% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 7,260 | $812.8K | 0.13% | +7,260 | New |
| Mizuho Securities USA LLC | 7,247 | $811.3K | 0.01% | +2,369+48.6% | Added |
| Jeppson Wealth Management, LLC | 7,061 | $790.5K | 0.29% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,847 | $766.5K | 0.02% | +356+5.5% | Added |
| Cerity Partners LLC | 6,762 | $766.3K | 0.00% | +2,380+54.3% | Added |
| Xponance, Inc. | 6,752 | $755.9K | 0.01% | −305−4.3% | Reduced |
| Benjamin Edwards Inc | 6,679 | $747.7K | 0.01% | +181+2.8% | Added |
| GWM Advisors LLC | 6,677 | $747.5K | 0.00% | +2,908+77.2% | Added |
| Independent Advisor Alliance | 6,585 | $737.2K | 0.01% | +438+7.1% | Added |
| Oregon Public Employees Retirement Fund | 6,554 | $733.7K | 0.01% | +110+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,450 | $722.0K | 0.00% | +93+1.5% | Added |
| Ethic Inc. | 6,426 | $719.4K | 0.01% | +145+2.3% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $718.0K | 0.00% | −949−12.9% | Reduced |
| NewEdge Wealth, LLC | 6,371 | $713.2K | 0.01% | −292−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,192 | $693.0K | 0.00% | +257+4.3% | Added |
| Creative Financial Designs Inc | 6,004 | $672.1K | 0.05% | −236−3.8% | Reduced |
| SlateStone Wealth, LLC | 5,995 | $671.0K | 0.07% | +200+3.5% | Added |
| Panagora Asset Management Inc | 5,940 | $665.0K | 0.00% | +3,409+134.7% | Added |
| Morningstar Investment Management LLC | 5,910 | $662.0K | 0.05% | +475+8.7% | Added |
| JustInvest LLC | 5,700 | $638.1K | 0.01% | +44+0.8% | Added |
| Janney Capital Management LLC | 5,655 | $633.0K | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,540 | $620.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,511 | $617.0K | 0.01% | +398+7.8% | Added |
| W.H. Cornerstone Investments Inc. | 5,473 | $612.7K | 0.41% | +5,473 | New |
| DoubleLine ETF Adviser LP | 5,372 | $601.4K | 0.16% | +15+0.3% | Added |
| Groupe la Francaise | 5,430 | $601.1K | 0.02% | +5,430 | New |
| Kentucky Retirement Systems | 5,170 | $578.8K | 0.02% | −71−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,140 | $575.4K | 0.00% | +26+0.5% | Added |
| PFG Investments, LLC | 5,043 | $564.6K | 0.04% | −1,193−19.1% | Reduced |
| Sterling Capital Management LLC | 5,016 | $561.5K | 0.01% | +1,873+59.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,986 | $558.2K | 0.00% | +705+16.5% | Added |
| Gen-Wealth Partners Inc | 4,975 | $557.0K | 0.24% | +203+4.3% | Added |
| CI Private Wealth, LLC | 4,855 | $543.5K | 0.00% | +530+12.3% | Added |
| Park Avenue Securities LLC | 4,758 | $533.0K | 0.01% | +125+2.7% | Added |
| Hartford Investment Management Co | 4,739 | $530.5K | 0.02% | +31+0.7% | Added |
| Maryland State Retirement & Pension System | 4,708 | $527.1K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 4,650 | $520.6K | 0.00% | +1,500+47.6% | Added |
| Global X Japan Co., Ltd. | 4,566 | $511.2K | 0.06% | +632+16.1% | Added |
| AssuredPartners Investment Advisors, LLC | 4,563 | $510.8K | 0.10% | +4,563 | New |
| Code Waechter LLC | 4,549 | $509.2K | 0.44% | −96−2.1% | Reduced |
| Ofi Invest Asset Management | 4,652 | $502.9K | 0.01% | +4,652 | New |
| Vanderbilt University | 4,413 | $494.0K | 0.10% | +4,413 | New |
| Contravisory Investment Management, Inc. | 4,359 | $488.0K | 0.10% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,266 | $477.6K | 0.02% | −200−4.5% | Reduced |
| Stephens Inc | 4,196 | $469.7K | 0.01% | +144+3.6% | Added |
| Prospera Financial Services Inc | 4,180 | $467.9K | 0.01% | +66+1.6% | Added |
| Natixis | 4,150 | $464.6K | 0.00% | −8,939−68.3% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $459.0K | 0.01% | −100−2.4% | Reduced |
| NovaPoint Capital, LLC | 4,072 | $455.9K | 0.14% | +152+3.9% | Added |
| Sustainable Insight Capital Management, LLC | 4,026 | $450.7K | 0.20% | −674−14.3% | Reduced |
| Securian Asset Management, Inc | 3,943 | $441.4K | 0.01% | −100−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 3,898 | $436.4K | 0.01% | +3,898 | New |
| Glenmede Trust Co NA | 3,840 | $429.9K | 0.00% | +142+3.8% | Added |
| Monetary Management Group Inc | 3,750 | $419.8K | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,703 | $414.6K | 0.00% | −113,653−96.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,697 | $409.8K | 0.05% | −10,893−74.7% | Reduced |
| Sandy Spring Bank | 3,634 | $406.8K | 0.02% | −406−10.0% | Reduced |
| Northwest & Ethical Investments L.P. | 3,627 | $406.0K | 0.01% | −174−4.6% | Reduced |
| New Mexico Educational Retirement Board | 3,550 | $397.0K | 0.01% | −100−2.7% | Reduced |
| Two Sigma Securities, LLC | 3,543 | $396.6K | 0.07% | +3,543 | New |
| Csenge Advisory Group | 3,527 | $394.8K | 0.02% | −281−7.4% | Reduced |
| Ieq Capital, LLC | 3,438 | $384.9K | 0.00% | +1,132+49.1% | Added |
| Strategy Asset Managers LLC | 3,407 | $381.4K | 0.07% | +70+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,263 | $365.3K | 0.00% | +3,263 | New |
| Equitable Holdings, Inc. | 3,183 | $356.3K | 0.00% | −99−3.0% | Reduced |
| Apollon Wealth Management, LLC | 3,173 | $355.2K | 0.01% | +50+1.6% | Added |
| Thrivent Financial for Lutherans | 3,132 | $351.0K | 0.00% | +46+1.5% | Added |