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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 700 | $68.5K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 711 | $69.0K | 0.01% | +711 | New |
| Quarry LP | 757 | $74.0K | 0.02% | +757 | New |
| Signaturefd, LLC | 774 | $75.7K | 0.00% | −142−15.5% | Reduced |
| Danske Bank A/S | 800 | $78.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 845 | $82.7K | 0.00% | +130+18.2% | Added |
| Hopwood Financial Services, Inc. | 900 | $88.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $97.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,090 | $107.0K | 0.00% | −176−13.9% | Reduced |
| Horizon Investments, LLC | 1,113 | $107.6K | 0.00% | +81+7.8% | Added |
| Ci Investments Inc. | 1,258 | $123.0K | 0.00% | +28+2.3% | Added |
| Trust Co of Vermont | 1,300 | $127.2K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,330 | $130.1K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,365 | $133.5K | 0.02% | +236+20.9% | Added |
| MAI Capital Management | 1,373 | $134.3K | 0.00% | −21−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,394 | $136.4K | 0.00% | +1,394 | New |
| GF Fund Management Co. Ltd. | 1,448 | $141.6K | 0.00% | +80+5.8% | Added |
| Mather Group, LLC. | 1,453 | $142.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,508 | $147.5K | 0.00% | −329−17.9% | Reduced |
| Old Point Trust & Financial Services N A | 1,616 | $158.1K | 0.06% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,662 | $162.6K | 0.01% | +1,662 | New |
| M&G Plc | 1,770 | $173.5K | 0.00% | +1,770 | New |
| Natixis | 1,889 | $183.5K | 0.00% | −2,261−54.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,927 | $186.0K | 0.00% | −17,564−90.1% | Reduced |
| iA Global Asset Management Inc. | 1,977 | $193.0K | 0.00% | +56+2.9% | Added |
| Financial Network Wealth Management LLC | 2,000 | $195.0K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,994 | $195.1K | 0.01% | −1,110−35.8% | Reduced |
| Smith Shellnut Wilson LLC | 2,051 | $200.6K | 0.09% | −275−11.8% | Reduced |
| CWA Asset Management Group, LLC | 2,092 | $204.6K | 0.01% | +61+3.0% | Added |
| Lafayette Investments, Inc. | 2,150 | $210.3K | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,154 | $210.7K | 0.04% | +2,154 | New |
| Allworth Financial LP | 2,214 | $211.5K | 0.00% | +170+8.3% | Added |
| Powell Investment Advisors, LLC | 2,183 | $213.5K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,195 | $214.7K | 0.12% | +23+1.1% | Added |
| FreeGulliver LLC | 2,300 | $225.0K | 0.11% | +2,300 | New |
| Ieq Capital, LLC | 2,310 | $226.0K | 0.00% | −1,128−32.8% | Reduced |
| V-Square Quantitative Management LLC | 2,313 | $226.3K | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,349 | $229.8K | 0.00% | +545+30.2% | Added |
| Everence Capital Management Inc | 2,380 | $233.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,396 | $234.4K | 0.00% | −49−2.0% | Reduced |
| Phocas Financial Corp. | 2,404 | $235.2K | 0.04% | +2,404 | New |
| Graham Capital Management, L.P. | 2,440 | $238.7K | 0.01% | −381−13.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,453 | $240.0K | 0.00% | +25+1.0% | Added |
| Fifth Third Bancorp | 2,456 | $240.2K | 0.00% | +96+4.1% | Added |
| Bridgefront Capital, LLC | 2,476 | $242.2K | 0.07% | +2,476 | New |
| Jones Financial Companies LLLP | 2,499 | $242.2K | 0.00% | +110+4.6% | Added |
| Keybank National Association | 2,489 | $243.5K | 0.00% | −127−4.9% | Reduced |
| NEOS Investment Management LLC | 2,622 | $253.6K | 0.00% | +2,622 | New |
| Montgomery Investment Management Inc | 2,630 | $257.3K | 0.10% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,636 | $257.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,637 | $258.0K | 0.01% | −95−3.5% | Reduced |
| TCG Advisory Services, LLC | 2,713 | $265.4K | 0.01% | +677+33.3% | Added |
| Sandy Spring Bank | 2,727 | $266.8K | 0.01% | −907−25.0% | Reduced |
| Quadrant Capital Group LLC | 2,731 | $267.1K | 0.01% | +1,862+214.3% | Added |
| Walleye Trading LLC | 2,831 | $276.9K | 0.01% | +2,831 | New |
| KBC Group NV | 2,844 | $278.0K | 0.00% | +151+5.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,842 | $278.0K | 0.00% | −421−12.9% | Reduced |
| Toroso Investments, LLC | 2,875 | $278.3K | 0.00% | +487+20.4% | Added |
| Captrust Financial Advisors | 2,860 | $279.8K | 0.00% | +445+18.4% | Added |
| Mackenzie Financial Corp | 2,864 | $280.2K | 0.00% | +64+2.3% | Added |
| Gsa Capital Partners LLP | 2,917 | $285.0K | 0.03% | +2,917 | New |
| US Bancorp | 2,932 | $286.8K | 0.00% | +389+15.3% | Added |
| Wealthspire Advisors, LLC | 2,939 | $287.5K | 0.00% | −10.0% | Reduced |
| Shell Asset Management Co | 2,940 | $288.0K | 0.01% | +251+9.3% | Added |
| Fiduciary Group LLC | 3,023 | $295.7K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,027 | $296.1K | 0.00% | +368+13.8% | Added |
| Thrivent Financial for Lutherans | 3,163 | $306.0K | 0.00% | +31+1.0% | Added |
| Mariner, LLC | 3,160 | $309.1K | 0.00% | +578+22.4% | Added |
| Empowered Funds, LLC | 3,205 | $310.0K | 0.00% | +355+12.5% | Added |
| Panagora Asset Management Inc | 3,176 | $310.7K | 0.00% | −2,764−46.5% | Reduced |
| Passive Capital Management, LLC. | 3,193 | $312.3K | 0.10% | +3,193 | New |
| Equitable Holdings, Inc. | 3,246 | $317.5K | 0.00% | +63+2.0% | Added |
| MBB Public Markets I LLC | 3,252 | $318.1K | 0.04% | +3,252 | New |
| Heitman Real Estate Securities LLC | 3,406 | $333.2K | 0.02% | +323+10.5% | Added |
| KCM Investment Advisors LLC | 3,501 | $342.5K | 0.01% | −765−17.9% | Reduced |
| New Mexico Educational Retirement Board | 3,550 | $347.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,567 | $348.9K | 0.00% | +1,459+69.2% | Added |
| RFG Advisory, LLC | 3,640 | $356.1K | 0.01% | +3,640 | New |
| Farringdon Capital, Ltd. | 3,658 | $357.8K | 0.18% | +3,658 | New |
| Strategy Asset Managers LLC | 3,708 | $362.8K | 0.07% | +301+8.8% | Added |
| Monetary Management Group Inc | 3,750 | $366.8K | 0.10% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,943 | $385.7K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,945 | $385.9K | 0.01% | −763−16.2% | Reduced |
| NovaPoint Capital, LLC | 3,989 | $390.2K | 0.12% | −83−2.0% | Reduced |
| Apollon Wealth Management, LLC | 3,989 | $390.2K | 0.01% | +816+25.7% | Added |
| Northwest & Ethical Investments L.P. | 4,000 | $391.3K | 0.01% | +373+10.3% | Added |
| Stephens Inc | 4,040 | $395.2K | 0.01% | −156−3.7% | Reduced |
| Jefferies Financial Group Inc. | 4,048 | $396.0K | 0.01% | −73,352−94.8% | Reduced |
| Ofi Invest Asset Management | 4,423 | $400.5K | 0.01% | −229−4.9% | Reduced |
| Revisor Wealth Management LLC | 4,098 | $400.7K | 0.18% | +1,990+94.4% | Added |
| Louisiana State Employees Retirement System | 4,100 | $401.1K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 4,220 | $412.8K | 0.01% | −63,158−93.7% | Reduced |
| LMR Partners LLP | 4,226 | $413.4K | 0.01% | +4,226 | New |
| EntryPoint Capital, LLC | 4,288 | $419.5K | 0.19% | +1,727+67.4% | Added |
| Glenmede Trust Co NA | 4,380 | $428.5K | 0.00% | +540+14.1% | Added |
| DoubleLine ETF Adviser LP | 4,455 | $435.8K | 0.14% | −917−17.1% | Reduced |
| Kestra Private Wealth Services, LLC | 4,505 | $440.7K | 0.01% | +607+15.6% | Added |
| Sterling Capital Management LLC | 4,694 | $459.2K | 0.01% | −322−6.4% | Reduced |
| Agf Management Ltd | 4,738 | $463.5K | 0.00% | +88+1.9% | Added |
| Hartford Investment Management Co | 4,753 | $464.9K | 0.02% | +14+0.3% | Added |