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, Q1 2025
Institutional positions in Federal Realty Investment Trust as of Mar 31, 2025. 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
- 481
- −2 vs. Q4 2024
- Shares held
- 82.6M
- −1.79M (−2.1%) vs. Q4 2024
- Total value
- $8.08B
- −$1.36B (−14.4%) vs. Q4 2024
- New holders
- 60
- 191 more added
- Sold out
- 62
- 158 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Legacy Bridge, LLC | 2 | $155 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $194 | 0.00% | −40−95.2% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $294 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $362 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $391 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $489 | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $489 | 0.00% | +5 | New |
| South State Corp. | 5 | $490 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $490 | 0.00% | +5 | New |
| Ridgewood Investments LLC | 8 | $783 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 8 | $783 | 0.00% | +8 | New |
| TFC Financial Management | 9 | $881 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $978 | 0.00% | −7−41.2% | Reduced |
| Legacy Wealth Managment, LLC | 10 | $979 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −16−66.7% | Reduced |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 11 | $1.10K | 0.00% | −4−26.7% | Reduced |
| LRI Investments, LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $1.41K | 0.00% | −1,648−99.2% | Reduced |
| Kozak & Associates, Inc. | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $1.76K | 0.00% | +2+12.5% | Added |
| Sound Income Strategies, LLC | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $1.96K | 0.00% | +20 | New |
| Grove Bank & Trust | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $2.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $2.94K | 0.00% | +4+15.4% | Added |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | −26−45.6% | Reduced |
| Sierra Ocean, LLC | 31 | $3.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $3.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 33 | $3.23K | 0.00% | +33 | New |
| Meeder Asset Management Inc | 40 | $3.91K | 0.00% | +40 | New |
| Capital A Wealth Management, LLC | 42 | $4.11K | 0.00% | −12−22.2% | Reduced |
| Manchester Capital Management LLC | 46 | $4.50K | 0.00% | +27+142.1% | Added |
| Farmers & Merchants Investments Inc | 49 | $4.79K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.89K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 52 | $5.09K | 0.01% | −71−57.7% | Reduced |
| Financial Freedom, LLC | 65 | $6.36K | 0.00% | +1+1.6% | Added |
| Bell Investment Advisors, Inc | 65 | $6.36K | 0.00% | −5−7.1% | Reduced |
| TD Private Client Wealth LLC | 69 | $6.75K | 0.00% | −17−19.8% | Reduced |
| Spire Wealth Management | 72 | $7.04K | 0.00% | −33−31.4% | Reduced |
| Assetmark, Inc | 75 | $7.34K | 0.00% | −72−49.0% | Reduced |
| Umb Bank N A | 78 | $7.63K | 0.00% | +47+151.6% | Added |
| Cherry Tree Wealth Management, LLC | 80 | $7.83K | 0.00% | +80 | New |
| Park Square Financial Group, LLC | 81 | $7.92K | 0.01% | −188−69.9% | Reduced |
| Bayforest Capital Ltd | 81 | $7.92K | 0.00% | +81 | New |
| Adirondack Trust Co | 87 | $8.51K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 87 | $8.51K | 0.00% | +35+67.3% | Added |
| MV Capital Management, Inc. | 89 | $8.71K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $9.00K | 0.00% | −5−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $9.58K | 0.00% | −53−35.3% | Reduced |
| Byrne Asset Management LLC | 100 | $9.78K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 113 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 116 | $11.3K | 0.01% | +16+16.0% | Added |
| Caitong International Asset Management Co., Ltd | 128 | $12.5K | 0.01% | +74+137.0% | Added |
| CoreCap Advisors, LLC | 129 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tobam | 144 | $14.0K | 0.01% | −69−32.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 146 | $14.3K | 0.00% | +141+2,820.0% | Added |
| CIBC Private Wealth Group, LLC | 171 | $14.3K | 0.00% | −51−23.0% | Reduced |
| Quent Capital, LLC | 149 | $14.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 157 | $15.4K | 0.00% | −5−3.1% | Reduced |
| Cromwell Holdings LLC | 158 | $15.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 192 | $18.8K | 0.00% | −500−72.3% | Reduced |
| Massmutual Trust Co FSB | 192 | $18.8K | 0.00% | +52+37.1% | Added |
| Huntington National Bank | 192 | $18.8K | 0.00% | +57+42.2% | Added |
| Cohen & Steers, Inc. | 196 | $19.0K | 0.00% | +5+2.6% | Added |
| Clearstead Advisors, LLC | 204 | $20.0K | 0.00% | +4+2.0% | Added |
| Larson Financial Group LLC | 205 | $20.1K | 0.00% | −24−10.5% | Reduced |
| Parallel Advisors, LLC | 220 | $21.5K | 0.00% | −85−27.9% | Reduced |
| Sentry Investment Management LLC | 260 | $23.0K | 0.02% | −14−5.1% | Reduced |
| Montag A & Associates Inc | 240 | $23.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 247 | $24.2K | 0.00% | −8−3.1% | Reduced |
| Harbour Investments, Inc. | 267 | $26.1K | 0.00% | −3−1.1% | Reduced |
| Anchor Investment Management, LLC | 270 | $26.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 272 | $26.6K | 0.01% | +5+1.9% | Added |
| Versant Capital Management, Inc | 288 | $28.2K | 0.00% | +130+82.3% | Added |
| Clarity Asset Management, Inc. | 290 | $28.4K | 0.02% | −109−27.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 303 | $29.6K | 0.02% | +303 | New |
| Toth Financial Advisory Corp | 327 | $32.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 339 | $33.2K | 0.00% | +200+143.9% | Added |
| DAGCO, Inc. | 350 | $34.2K | 0.01% | +350 | New |
| Rothschild Investment LLC | 419 | $41.0K | 0.00% | +5+1.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 423 | $41.4K | 0.02% | +423 | New |
| IFP Advisors, Inc | 443 | $43.4K | 0.00% | +14+3.3% | Added |
| CX Institutional | 452 | $44.0K | 0.00% | +452 | New |
| Eastern Bank | 450 | $44.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $48.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $48.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 525 | $50.9K | 0.00% | −11−2.1% | Reduced |
| Delta Asset Management LLC | 525 | $51.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 576 | $55.8K | 0.01% | +21+3.8% | Added |
| EverSource Wealth Advisors, LLC | 581 | $56.8K | 0.00% | +71+13.9% | Added |
| Whittier Trust Co of Nevada Inc | 618 | $60.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 632 | $61.8K | 0.01% | +560+777.8% | Added |
| Bessemer Group Inc | 669 | $66.0K | 0.00% | −22−3.2% | Reduced |