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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 3,113 | $348.5K | 0.00% | −282−8.3% | Reduced |
| GAMMA Investing LLC | 3,104 | $347.5K | 0.03% | +264+9.3% | Added |
| Heitman Real Estate Securities LLC | 3,083 | $345.1K | 0.02% | −7,792−71.7% | Reduced |
| Fiduciary Group LLC | 3,023 | $338.4K | 0.03% | −52−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,022 | $338.3K | 0.03% | +3,022 | New |
| Wealthspire Advisors, LLC | 2,940 | $329.1K | 0.00% | +7+0.2% | Added |
| Empowered Funds, LLC | 2,850 | $315.9K | 0.00% | +2,850 | New |
| Graham Capital Management, L.P. | 2,821 | $315.8K | 0.01% | −16,709−85.6% | Reduced |
| Mackenzie Financial Corp | 2,800 | $313.5K | 0.00% | +41+1.5% | Added |
| Baird Financial Group, Inc. | 2,743 | $307.1K | 0.00% | +654+31.3% | Added |
| Tower Research Capital LLC (TRC) | 2,732 | $305.8K | 0.01% | −9,211−77.1% | Reduced |
| Machina Capital S.A.S. | 2,718 | $304.3K | 0.13% | −2,456−47.5% | Reduced |
| SG Americas Securities, LLC | 2,700 | $302.0K | 0.00% | −124−4.4% | Reduced |
| 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 |
| Blair William & Co | 2,683 | $300.4K | 0.00% | +891+49.7% | Added |
| Private Advisor Group, LLC | 2,659 | $297.7K | 0.00% | −731−21.6% | Reduced |
| Modera Wealth Management, LLC | 2,636 | $295.1K | 0.00% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 2,630 | $294.4K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,623 | $293.6K | 0.00% | +2,623 | New |
| Keybank National Association | 2,616 | $292.9K | 0.00% | +128+5.1% | Added |
| Mariner, LLC | 2,582 | $289.0K | 0.00% | −25−1.0% | Reduced |
| EntryPoint Capital, LLC | 2,561 | $286.7K | 0.12% | +343+15.5% | Added |
| US Bancorp | 2,543 | $284.7K | 0.00% | +49+2.0% | Added |
| Crossmark Global Holdings, Inc. | 2,445 | $273.0K | 0.00% | −12−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,428 | $271.8K | 0.01% | +44+1.8% | Added |
| Captrust Financial Advisors | 2,415 | $270.3K | 0.00% | +189+8.5% | Added |
| Jones Financial Companies LLLP | 2,389 | $267.4K | 0.00% | +332+16.1% | Added |
| Everence Capital Management Inc | 2,380 | $266.0K | 0.02% | −2,070−46.5% | Reduced |
| Toroso Investments, LLC | 2,388 | $264.9K | 0.00% | −219−8.4% | Reduced |
| Fifth Third Bancorp | 2,360 | $264.2K | 0.00% | +56+2.4% | Added |
| Smith Shellnut Wilson LLC | 2,326 | $260.4K | 0.12% | +55+2.4% | Added |
| V-Square Quantitative Management LLC | 2,313 | $258.9K | 0.04% | +24+1.0% | Added |
| GWN Securities Inc. | 2,325 | $247.7K | 0.07% | +2,325 | New |
| Powell Investment Advisors, LLC | 2,183 | $244.4K | 0.11% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,172 | $243.2K | 0.14% | +21+1.0% | Added |
| Lafayette Investments, Inc. | 2,150 | $240.7K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,119 | $237.2K | 0.02% | +2,119 | New |
| Gotham Asset Management, LLC | 2,108 | $236.0K | 0.00% | +168+8.7% | Added |
| Revisor Wealth Management LLC | 2,108 | $235.7K | 0.22% | −747−26.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,142 | $234.9K | 0.00% | +2,142 | New |
| TCG Advisory Services, LLC | 2,036 | $227.9K | 0.01% | +234+13.0% | Added |
| CWA Asset Management Group, LLC | 2,031 | $227.4K | 0.01% | +68+3.5% | Added |
| BancorpSouth Bank | 2,000 | $223.9K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,994 | $223.2K | 0.15% | +1,994 | New |
| Financial Network Wealth Management LLC | 2,000 | $223.0K | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,027 | $219.5K | 0.00% | −1,217−37.5% | Reduced |
| RB Capital Management, LLC | 1,958 | $219.2K | 0.05% | −63−3.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,924 | $215.7K | 0.00% | −903−31.9% | Reduced |
| iA Global Asset Management Inc. | 1,921 | $215.0K | 0.00% | −45−2.3% | Reduced |
| Allworth Financial LP | 2,044 | $213.5K | 0.00% | +819+66.9% | Added |
| Schonfeld Strategic Advisors LLC | 1,902 | $212.9K | 0.00% | −162,956−98.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,890 | $211.6K | 0.13% | 00.0% | Unchanged |
| Trajan Wealth LLC | 1,873 | $209.7K | 0.01% | +74+4.1% | Added |
| Commerce Bank | 1,859 | $208.1K | 0.00% | −50−2.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,851 | $207.2K | 0.01% | +7+0.4% | Added |
| Coldstream Capital Management Inc | 1,837 | $205.7K | 0.00% | +80+4.6% | Added |
| Wellington Management Group LLP | 1,804 | $202.0K | 0.00% | −229,106−99.2% | Reduced |
| Blossom Wealth Management | 1,795 | $200.9K | 0.39% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,705 | $191.0K | 0.01% | +1,065+166.4% | Added |
| Capstone Investment Advisors, LLC | 1,670 | $187.0K | 0.00% | −1,448−46.4% | Reduced |
| Sunbelt Securities, Inc. | 1,662 | $184.3K | 0.02% | +8+0.5% | Added |
| Old Point Trust & Financial Services N A | 1,616 | $180.9K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,537 | $170.5K | 0.02% | −88−5.4% | Reduced |
| Mather Group, LLC. | 1,453 | $162.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,436 | $160.8K | 0.00% | +142+11.0% | Added |
| MAI Capital Management | 1,394 | $156.1K | 0.00% | −715−33.9% | Reduced |
| GF Fund Management Co. Ltd. | 1,368 | $153.1K | 0.00% | +1,368 | New |
| Canada Post Corp Registered Pension Plan | 1,338 | $149.8K | 0.01% | +1,338 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,330 | $148.9K | 0.06% | +137+11.5% | Added |
| Trust Co of Vermont | 1,300 | $145.5K | 0.01% | −2,000−60.6% | Reduced |
| CWM, LLC | 1,266 | $142.0K | 0.00% | +145+12.9% | Added |
| Ci Investments Inc. | 1,230 | $138.0K | 0.00% | +82+7.1% | Added |
| Quest Partners LLC | 1,165 | $130.4K | 0.02% | −16,464−93.4% | Reduced |
| MUFG Securities Americas Inc. | 1,129 | $126.4K | 0.02% | +1,129 | New |
| Y.D. More Investments Ltd | 1,071 | $119.9K | 0.01% | +89+9.1% | Added |
| Horizon Investments, LLC | 1,032 | $114.4K | 0.00% | +3+0.3% | Added |
| Whittier Trust Co | 1,000 | $112.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 916 | $102.6K | 0.00% | +38+4.3% | Added |
| Hopwood Financial Services, Inc. | 900 | $100.8K | 0.08% | +900 | New |
| Quadrant Capital Group LLC | 869 | $97.3K | 0.01% | +89+11.4% | Added |
| Headlands Technologies LLC | 811 | $90.8K | 0.01% | +811 | New |
| Danske Bank A/S | 800 | $89.6K | 0.00% | +200+33.3% | Added |
| Exchange Traded Concepts, LLC | 715 | $80.0K | 0.00% | −1,252−63.7% | Reduced |
| ZRC Wealth Management, LLC | 700 | $78.4K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 692 | $77.5K | 0.00% | +592+592.0% | Added |
| Bessemer Group Inc | 691 | $77.0K | 0.00% | +19+2.8% | Added |
| Whittier Trust Co of Nevada Inc | 618 | $69.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 555 | $61.6K | 0.01% | +111+25.0% | Added |
| Farther Finance Advisors, LLC | 536 | $60.0K | 0.00% | −40−6.9% | Reduced |
| Delta Asset Management LLC | 525 | $58.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 510 | $57.1K | 0.00% | −35−6.4% | Reduced |
| Avalon Trust Co | 500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 469 | $52.5K | 0.00% | +333+244.9% | Added |
| Kapitalo Investimentos Ltda | 456 | $51.0K | 0.03% | +456 | New |
| Richardson Financial Services Inc. | 459 | $50.9K | 0.04% | −21−4.4% | Reduced |
| Eastern Bank | 450 | $50.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 429 | $48.1K | 0.00% | +5+1.2% | Added |
| Sugarloaf Wealth Management, LLC | 423 | $47.4K | 0.01% | 00.0% | Unchanged |