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 |
|---|---|---|---|---|---|
| JustInvest LLC | 4,758 | $465.4K | 0.01% | −942−16.5% | Reduced |
| Rakuten Investment Management, Inc. | 4,920 | $476.9K | 0.00% | +4,920 | New |
| Kestra Advisory Services, LLC | 4,941 | $483.3K | 0.00% | −2,801−36.2% | Reduced |
| Gen-Wealth Partners Inc | 4,973 | $486.5K | 0.20% | −20.0% | Reduced |
| Groupe la Francaise | 5,092 | $492.8K | 0.01% | −338−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,183 | $507.0K | 0.00% | +197+4.0% | Added |
| GWM Advisors LLC | 5,327 | $521.1K | 0.00% | −1,350−20.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,384 | $526.7K | 0.00% | +244+4.7% | Added |
| CI Private Wealth, LLC | 5,467 | $534.9K | 0.00% | +612+12.6% | Added |
| Janney Capital Management LLC | 5,655 | $553.0K | 0.04% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 5,683 | $555.9K | 0.06% | +1,117+24.5% | Added |
| Teachers Retirement System of the State of Kentucky | 5,895 | $576.0K | 0.01% | +355+6.4% | Added |
| Prospera Financial Services Inc | 5,908 | $577.8K | 0.01% | +1,728+41.3% | Added |
| Independent Advisor Alliance | 5,910 | $578.1K | 0.02% | −675−10.3% | Reduced |
| SlateStone Wealth, LLC | 5,995 | $586.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,058 | $594.0K | 0.01% | +3,916+182.8% | Added |
| Mizuho Securities USA LLC | 6,174 | $603.9K | 0.01% | −1,073−14.8% | Reduced |
| Cerity Partners LLC | 6,176 | $604.2K | 0.00% | −586−8.7% | Reduced |
| Principal Securities, Inc. | 5,511 | $617.0K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,382 | $624.3K | 0.01% | +11+0.2% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $627.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 6,493 | $629.7K | 0.01% | +67+1.0% | Added |
| Creative Financial Designs Inc | 6,506 | $636.4K | 0.05% | +502+8.4% | Added |
| Polymer Capital Management (US) LLC | 6,573 | $643.0K | 0.19% | +6,573 | New |
| Oregon Public Employees Retirement Fund | 6,654 | $650.9K | 0.01% | +100+1.5% | Added |
| Pensionmark Financial Group, LLC | 6,662 | $651.7K | 0.02% | −1,116−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 6,718 | $657.0K | 0.00% | +526+8.5% | Added |
| Benjamin Edwards Inc | 6,722 | $657.5K | 0.01% | +43+0.6% | Added |
| FORA Capital, LLC | 6,789 | $664.1K | 0.07% | +6,789 | New |
| Xponance, Inc. | 6,933 | $678.2K | 0.01% | +181+2.7% | Added |
| Sound Financial Strategies Group, LLC | 6,981 | $682.9K | 0.61% | −947−11.9% | Reduced |
| Ar Asset Management Inc | 7,000 | $685.0K | 0.16% | +7,000 | New |
| Jeppson Wealth Management, LLC | 7,069 | $691.5K | 0.25% | +8+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,124 | $697.0K | 0.00% | +674+10.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,277 | $711.8K | 0.00% | −7,279−50.0% | Reduced |
| Penserra Capital Management LLC | 7,340 | $717.0K | 0.01% | +7,145+3,664.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $717.5K | 0.17% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,604 | $743.8K | 0.01% | +757+11.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,616 | $745.0K | 0.08% | −67−0.9% | Reduced |
| Fort Point Capital Partners LLC | 7,780 | $761.1K | 0.09% | −68−0.9% | Reduced |
| New Age Alpha Advisors, LLC | 7,827 | $765.6K | 0.03% | −875−10.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $771.3K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 7,888 | $771.6K | 0.00% | −2,942−27.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,916 | $774.3K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,173 | $799.5K | 0.00% | +603+8.0% | Added |
| Pathstone Holdings, LLC | 8,340 | $816.1K | 0.00% | −164−1.9% | Reduced |
| MQS Management LLC | 8,397 | $821.4K | 0.47% | +8,397 | New |
| Rafferty Asset Management, LLC | 8,408 | $822.5K | 0.00% | −1,648−16.4% | Reduced |
| Loudon Investment Management, LLC | 8,675 | $848.6K | 0.48% | −2,395−21.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 8,782 | $859.1K | 0.59% | +3,309+60.5% | Added |
| M&T Bank Corp | 8,794 | $860.3K | 0.00% | −912−9.4% | Reduced |
| Storebrand Asset Management AS | 8,960 | $876.5K | 0.00% | −3,037−25.3% | Reduced |
| Mutual of America Capital Management LLC | 8,965 | $877.0K | 0.01% | −194−2.1% | Reduced |
| Dark Forest Capital Management LP | 9,090 | $889.2K | 0.04% | +9,090 | New |
| Lazard Asset Management LLC | 9,536 | $932.0K | 0.00% | +1,752+22.5% | Added |
| Magnetar Financial LLC | 9,624 | $941.4K | 0.01% | +9,624 | New |
| Spirit of America Management Corp | 9,700 | $948.9K | 0.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,712 | $950.0K | 0.00% | −7,376−43.2% | Reduced |
| Centiva Capital, LP | 9,927 | $971.1K | 0.06% | −2,820−22.1% | Reduced |
| Summit Financial, LLC | 9,995 | $977.7K | 0.03% | −64−0.6% | Reduced |
| Vident Advisory, LLC | 10,040 | $982.1K | 0.01% | −4,652−31.7% | Reduced |
| FourThought Financial Partners, LLC | 10,384 | $1.02M | 0.11% | −425−3.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,528 | $1.02M | 0.00% | +38+0.4% | Added |
| Nebula Research & Development LLC | 10,771 | $1.05M | 0.10% | +10,771 | New |
| Wolverine Trading, LLC | 10,931 | $1.06M | 0.03% | +10,931 | New |
| SG Americas Securities, LLC | 10,856 | $1.06M | 0.00% | +8,156+302.1% | Added |
| Campbell & CO Investment Adviser LLC | 10,899 | $1.07M | 0.08% | −7,812−41.8% | Reduced |
| CIBC Asset Management Inc | 10,969 | $1.07M | 0.00% | −183−1.6% | Reduced |
| Vanderbilt University | 11,001 | $1.08M | 0.21% | +6,588+149.3% | Added |
| Nissay Asset Management Corp | 11,041 | $1.08M | 0.01% | +264+2.4% | Added |
| Allstate Corp | 11,202 | $1.10M | 0.03% | +11,202 | New |
| Teacher Retirement System of Texas | 11,449 | $1.12M | 0.00% | −7,449−39.4% | Reduced |
| Metis Global Partners, LLC | 11,490 | $1.12M | 0.03% | +1,375+13.6% | Added |
| Illinois Municipal Retirement Fund | 11,890 | $1.16M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,005 | $1.17M | 0.02% | +12,005 | New |
| Lokken Investment Group LLC | 12,065 | $1.18M | 0.50% | +1,855+18.2% | Added |
| Fox Run Management, L.L.C. | 12,257 | $1.20M | 0.19% | +12,257 | New |
| Prelude Capital Management, LLC | 12,473 | $1.22M | 0.12% | −2,652−17.5% | Reduced |
| Kesler, Norman & Wride, LLC | 12,733 | $1.25M | 0.24% | +728+6.1% | Added |
| Sigma Planning Corp | 12,754 | $1.25M | 0.04% | +445+3.6% | Added |
| Cetera Investment Advisers | 12,901 | $1.26M | 0.00% | −11,099−46.2% | Reduced |
| Susquehanna International Group, LLP | 13,011 | $1.27M | 0.00% | −23,228−64.1% | Reduced |
| TD Asset Management Inc | 13,528 | $1.32M | 0.00% | +178+1.3% | Added |
| Utah Retirement Systems | 13,933 | $1.36M | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 13,965 | $1.37M | 0.05% | +522+3.9% | Added |
| Stoneridge Investment Partners LLC | 14,080 | $1.38M | 1.16% | +14,080 | New |
| XTX Topco Ltd | 14,394 | $1.41M | 0.07% | +14,394 | New |
| Truist Financial Corp | 14,740 | $1.44M | 0.00% | +492+3.5% | Added |
| KLP Kapitalforvaltning AS | 14,900 | $1.46M | 0.01% | −600−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,909 | $1.46M | 0.00% | −68,409−82.1% | Reduced |
| Advisor Group Holdings, Inc. | 15,111 | $1.48M | 0.00% | −23,062−60.4% | Reduced |
| Amalgamated Bank | 15,284 | $1.50M | 0.01% | +146+1.0% | Added |
| Pacer Advisors, Inc. | 15,416 | $1.51M | 0.00% | −5,137−25.0% | Reduced |
| Lasalle Investment Management Securities LLC | 15,464 | $1.51M | 0.07% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,469 | $1.51M | 0.13% | +15,469 | New |
| Freestone Grove Partners LP | 15,699 | $1.54M | 0.02% | +15,699 | New |
| Blackhawk Capital Partners LLC. | 15,982 | $1.56M | 0.81% | −695−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,027 | $1.57M | 0.01% | −1,366−7.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16,576 | $1.62M | 0.00% | −944−5.4% | Reduced |
| IFM Investors Pty Ltd | 17,084 | $1.67M | 0.02% | −2,498−12.8% | Reduced |