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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 414 | $46.3K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 399 | $44.7K | 0.03% | −6−1.5% | Reduced |
| Toth Financial Advisory Corp | 327 | $36.6K | 0.00% | +1+0.3% | Added |
| Parallel Advisors, LLC | 305 | $34.1K | 0.00% | −39−11.3% | Reduced |
| Hilltop National Bank | 300 | $33.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 286 | $32.0K | 0.00% | −49,202−99.4% | Reduced |
| Sentry Investment Management LLC | 274 | $31.0K | 0.01% | −45−14.1% | Reduced |
| Harbour Investments, Inc. | 270 | $30.3K | 0.00% | +8+3.1% | Added |
| Anchor Investment Management, LLC | 270 | $30.2K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 269 | $30.1K | 0.02% | +269 | New |
| Skopos Labs, Inc. | 267 | $29.9K | 0.01% | −42−13.6% | Reduced |
| Parkside Financial Bank & Trust | 255 | $28.5K | 0.00% | +6+2.4% | Added |
| Montag A & Associates Inc | 240 | $26.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 229 | $25.6K | 0.00% | +25+12.3% | Added |
| Tobam | 213 | $24.0K | 0.01% | +213 | New |
| TD Waterhouse Canada Inc. | 212 | $23.7K | 0.00% | +212 | New |
| CIBC Private Wealth Group, LLC | 222 | $23.2K | 0.00% | −22−9.0% | Reduced |
| Clearstead Advisors, LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 191 | $21.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 195 | $21.0K | 0.00% | +195 | New |
| Lee Danner & Bass Inc | 166 | $18.6K | 0.00% | +166 | New |
| Bryn Mawr Trust Co | 162 | $18.1K | 0.00% | +107+194.5% | Added |
| Cromwell Holdings LLC | 158 | $17.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $17.7K | 0.00% | +89+129.0% | Added |
| Smithfield Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 150 | $16.8K | 0.00% | +1+0.7% | Added |
| Quent Capital, LLC | 149 | $16.7K | 0.00% | +17+12.9% | Added |
| Assetmark, Inc | 147 | $16.5K | 0.00% | +27+22.5% | Added |
| Massmutual Trust Co FSB | 140 | $15.7K | 0.00% | +19+15.7% | Added |
| Federated Hermes, Inc. | 139 | $15.6K | 0.00% | −14−9.2% | Reduced |
| Huntington National Bank | 135 | $15.1K | 0.00% | +27+25.0% | Added |
| CoreCap Advisors, LLC | 129 | $14.4K | 0.00% | +1+0.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 123 | $13.8K | 0.03% | +13+11.8% | Added |
| Aspect Partners, LLC | 113 | $12.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $9.96K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 87 | $9.74K | 0.00% | +87 | New |
| TD Private Client Wealth LLC | 86 | $9.63K | 0.00% | −2−2.3% | Reduced |
| Lindbrook Capital, LLC | 72 | $8.06K | 0.00% | +22+44.0% | Added |
| Cullen/Frost Bankers, Inc. | 71 | $7.95K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 70 | $7.84K | 0.00% | −4−5.4% | Reduced |
| Financial Freedom, LLC | 64 | $7.20K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 59 | $6.61K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 56 | $6.27K | 0.00% | +56 | New |
| Elequin Capital LP | 54 | $6.04K | 0.00% | −5−8.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 54 | $6.04K | 0.01% | +54 | New |
| Capital A Wealth Management, LLC | 54 | $6.04K | 0.01% | +54 | New |
| Valley National Advisers Inc | 57 | $6.00K | 0.00% | +57 | New |
| Leonteq Securities AG | 52 | $5.82K | 0.00% | +41+372.7% | Added |
| Atticus Wealth Management, LLC | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 55 | $5.59K | 0.00% | +55 | New |
| Farmers & Merchants Investments Inc | 49 | $5.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 47 | $5.31K | 0.00% | +47 | New |
| Colonial Trust Co | 42 | $4.70K | 0.00% | +42 | New |
| Ronald Blue Trust, Inc. | 33 | $3.69K | 0.00% | −1,172−97.3% | Reduced |
| Zions Bancorporation, N.A. | 33 | $3.69K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.58K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 31 | $3.47K | 0.00% | +9+40.9% | Added |
| Sierra Ocean, LLC | 31 | $3.47K | 0.00% | +31 | New |
| City State Bank | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $3.00K | 0.00% | −1−4.0% | Reduced |
| AdvisorNet Financial, Inc | 26 | $2.91K | 0.00% | −2−7.1% | Reduced |
| NewSquare Capital LLC | 23 | $2.58K | 0.00% | +23 | New |
| PSI Advisors, LLC | 21 | $2.35K | 0.00% | −66−75.9% | Reduced |
| Grove Bank & Trust | 21 | $2.35K | 0.00% | +5+31.3% | Added |
| Sound Income Strategies, LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $1.71K | 0.00% | +4+36.4% | Added |
| LRI Investments, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8 | $896 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $560 | 0.00% | +5 | New |
| Stonebridge Financial Group, LLC | 5 | $560 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $507 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $448 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 3 | $336 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $112 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $112 | 0.00% | +1 | New |
| 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 |