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 |
|---|---|---|---|---|---|
| Masterton Capital Management, LP | 28,700 | $8.80M | 6.93% | −127,253−81.6% | Reduced |
| Hudson Bay Capital Management LP | 93,076 | $9.10M | 0.06% | −54,522−36.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 95,735 | $9.36M | 0.38% | −15,917−14.3% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $9.78M | 0.66% | 00.0% | Unchanged |
| AXA S.A. | 103,613 | $10.1M | 0.03% | −23,847−18.7% | Reduced |
| Alliancebernstein L.P. | 108,542 | $10.6M | 0.00% | −2,523−2.3% | Reduced |
| Renaissance Technologies LLC | 111,000 | $10.9M | 0.02% | −52,414−32.1% | Reduced |
| State of Tennessee, Treasury Department | 112,219 | $11.0M | 0.04% | +4,516+4.2% | Added |
| Sophron Capital Management L.P. | 120,127 | $11.8M | 4.00% | +57,321+91.3% | Added |
| AQR Capital Management LLC | 120,840 | $11.8M | 0.01% | +16,633+16.0% | Added |
| Janney Montgomery Scott LLC | 124,855 | $12.2M | 0.03% | +8,772+7.6% | Added |
| Mizuho Markets Americas LLC | 124,930 | $12.2M | 0.27% | −43,462−25.8% | Reduced |
| Rockefeller Capital Management L.P. | 126,075 | $12.3M | 0.03% | +50,195+66.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 130,593 | $12.8M | 0.01% | +5,964+4.8% | Added |
| Raymond James Financial Inc | 134,281 | $13.1M | 0.00% | −19,244−12.5% | Reduced |
| Public Employees Retirement System of Ohio | 135,269 | $13.2M | 0.05% | −2,825−2.0% | Reduced |
| Kempen Capital Management N.V. | 141,294 | $13.8M | 0.14% | −5,487−3.7% | Reduced |
| Ameriprise Financial Inc | 169,876 | $14.5M | 0.00% | +70,450+70.9% | Added |
| Swiss National Bank | 148,100 | $14.5M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 149,287 | $14.6M | 0.01% | −28,196−15.9% | Reduced |
| Bank of Nova Scotia | 149,733 | $14.6M | 0.03% | −4,562−3.0% | Reduced |
| Asset Management One Co.,Ltd. | 151,617 | $14.8M | 0.05% | +31,919+26.7% | Added |
| Citigroup Inc | 153,615 | $15.0M | 0.01% | −33,646−18.0% | Reduced |
| Principal Financial Group Inc | 155,434 | $15.2M | 0.01% | +917+0.6% | Added |
| Nordea Investment Management AB | 157,103 | $15.3M | 0.02% | +15,330+10.8% | Added |
| Allianz Asset Management GmbH | 168,065 | $16.4M | 0.02% | +12,681+8.2% | Added |
| Neuberger Berman Group LLC | 171,092 | $16.5M | 0.01% | −47,181−21.6% | Reduced |
| Rhumbline Advisers | 170,690 | $16.7M | 0.02% | +26,174+18.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180,490 | $17.7M | 0.02% | +22,270+14.1% | Added |
| Lighthouse Investment Partners, LLC | 182,000 | $17.8M | 0.81% | −8,000−4.2% | Reduced |
| Marshall Wace, LLP | 190,998 | $18.7M | 0.02% | −40,640−17.5% | Reduced |
| Bank of Montreal | 196,223 | $19.2M | 0.01% | −19,346−9.0% | Reduced |
| RWC Asset Management LLP | 209,037 | $20.4M | 1.05% | −9,456−4.3% | Reduced |
| California Public Employees Retirement System | 214,570 | $21.0M | 0.01% | +65,712+44.1% | Added |
| RMB Capital Management, LLC | 217,143 | $21.2M | 0.52% | +77,905+56.0% | Added |
| Millennium Management LLC | 226,358 | $22.1M | 0.02% | +84,308+59.4% | Added |
| Amundi | 263,832 | $24.5M | 0.01% | +42,168+19.0% | Added |
| Russell Investments Group, Ltd. | 306,687 | $30.0M | 0.04% | −222,396−42.0% | Reduced |
| Bank of America Corp | 321,941 | $31.5M | 0.00% | +117,771+57.7% | Added |
| STRS Ohio | 328,981 | $32.2M | 0.13% | −44,820−12.0% | Reduced |
| UBS Group AG | 348,124 | $34.1M | 0.01% | −20,299−5.5% | Reduced |
| Barclays PLC | 354,897 | $34.7M | 0.02% | +94,144+36.1% | Added |
| SEI Investments Co | 356,605 | $34.9M | 0.04% | −62,603−14.9% | Reduced |
| Victory Capital Management Inc | 360,663 | $35.3M | 0.04% | +33,239+10.2% | Added |
| APG Asset Management US Inc. | 382,214 | $37.1M | 0.28% | +201,390+111.4% | Added |
| Adage Capital Partners GP, L.L.C. | 420,400 | $41.1M | 0.08% | +98,900+30.8% | Added |
| Nomura Asset Management Co Ltd | 460,835 | $45.1M | 0.14% | +13,913+3.1% | Added |
| Price T Rowe Associates Inc | 463,013 | $45.3M | 0.01% | +128,665+38.5% | Added |
| Deutsche Bank AG | 465,693 | $45.6M | 0.02% | −880,642−65.4% | Reduced |
| Royal Bank of Canada | 472,924 | $46.3M | 0.01% | +13,323+2.9% | Added |
| CBOE Vest Financial, LLC | 509,555 | $49.8M | 0.77% | +11,311+2.3% | Added |
| Nuveen, LLC | 531,767 | $52.0M | 0.02% | +531,767 | New |
| Janus Henderson Group PLC | 562,380 | $54.6M | 0.03% | −33,036−5.5% | Reduced |
| Goldman Sachs Group Inc | 612,574 | $59.9M | 0.01% | +184,557+43.1% | Added |
| Bank of New York Mellon Corp | 617,522 | $60.4M | 0.01% | −16,625−2.6% | Reduced |
| FMR LLC | 673,207 | $65.9M | 0.00% | +92,048+15.8% | Added |
| Cbre Clarion Securities LLC | 693,693 | $67.9M | 1.04% | −118,252−14.6% | Reduced |
| Qube Research & Technologies Ltd | 698,047 | $68.3M | 0.11% | +280,050+67.0% | Added |
| UBS Asset Management Americas Inc | 700,435 | $68.5M | 0.02% | +26,200+3.9% | Added |
| Balyasny Asset Management LLC | 734,548 | $71.9M | 0.18% | +305,567+71.2% | Added |
| Legal & General Group Plc | 736,629 | $72.1M | 0.02% | +46,745+6.8% | Added |
| HSBC Holdings PLC | 746,159 | $72.6M | 0.05% | +412,843+123.9% | Added |
| Wells Fargo & Company | 916,168 | $89.6M | 0.02% | +10,284+1.1% | Added |
| Morgan Stanley | 925,366 | $90.5M | 0.01% | +78,696+9.3% | Added |
| Westwood Holdings Group Inc. | 995,159 | $97.3M | 0.73% | +75,612+8.2% | Added |
| PGGM Investments | 1,006,663 | $98.5M | 1.33% | +995,102+8,607.4% | Added |
| Dimensional Fund Advisors LP | 1,169,217 | $114.4M | 0.03% | +3,419+0.3% | Added |
| Centersquare Investment Management LLC | 1,211,041 | $118.5M | 1.23% | +169,025+16.2% | Added |
| Northern Trust Corp | 1,279,688 | $125.2M | 0.02% | +44,935+3.6% | Added |
| Charles Schwab Investment Management Inc | 1,302,823 | $127.4M | 0.02% | +17,634+1.4% | Added |
| Northwood Liquid Management LP | 1,417,620 | $138.7M | 8.83% | +228,886+19.3% | Added |
| ProShare Advisors LLC | 1,620,600 | $158.5M | 0.36% | −52,192−3.1% | Reduced |
| Massachusetts Financial Services Co | 1,799,330 | $176.0M | 0.06% | −148,398−7.6% | Reduced |
| Geode Capital Management, LLC | 2,123,288 | $207.4M | 0.02% | +89,408+4.4% | Added |
| JPMorgan Chase & Co | 2,368,047 | $231.6M | 0.02% | −2,237,903−48.6% | Reduced |
| Invesco Ltd. | 2,630,600 | $257.3M | 0.05% | −422,843−13.8% | Reduced |
| Resolution Capital Ltd | 2,920,464 | $285.7M | 5.56% | −602,691−17.1% | Reduced |
| State Street Corp | 6,402,003 | $626.2M | 0.03% | +111,802+1.8% | Added |
| Norges Bank | 7,241,394 | $708.4M | 0.10% | +1,1600.0% | Added |
| BlackRock, Inc. | 8,729,836 | $854.0M | 0.02% | −65,632−0.7% | Reduced |
| Vanguard Group Inc | 13,028,254 | $1.27B | 0.02% | −12,807−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −632,589−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −363,026−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −276,397−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −28,170−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,317−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,590−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −15,371−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,260−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −4,563−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −3,697−100.0% | Sold out |