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, 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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 12,901 | $1.26M | 0.00% | −11,099−46.2% | Reduced |
| Sigma Planning Corp | 12,754 | $1.25M | 0.04% | +445+3.6% | Added |
| Kesler, Norman & Wride, LLC | 12,733 | $1.25M | 0.24% | +728+6.1% | Added |
| Prelude Capital Management, LLC | 12,473 | $1.22M | 0.12% | −2,652−17.5% | Reduced |
| Fox Run Management, L.L.C. | 12,257 | $1.20M | 0.19% | +12,257 | New |
| Lokken Investment Group LLC | 12,065 | $1.18M | 0.50% | +1,855+18.2% | Added |
| Engineers Gate Manager LP | 12,005 | $1.17M | 0.02% | +12,005 | New |
| Illinois Municipal Retirement Fund | 11,890 | $1.16M | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,490 | $1.12M | 0.03% | +1,375+13.6% | Added |
| Teacher Retirement System of Texas | 11,449 | $1.12M | 0.00% | −7,449−39.4% | Reduced |
| Allstate Corp | 11,202 | $1.10M | 0.03% | +11,202 | New |
| Nissay Asset Management Corp | 11,041 | $1.08M | 0.01% | +264+2.4% | Added |
| Vanderbilt University | 11,001 | $1.08M | 0.21% | +6,588+149.3% | Added |
| CIBC Asset Management Inc | 10,969 | $1.07M | 0.00% | −183−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,899 | $1.07M | 0.08% | −7,812−41.8% | Reduced |
| SG Americas Securities, LLC | 10,856 | $1.06M | 0.00% | +8,156+302.1% | Added |
| Wolverine Trading, LLC | 10,931 | $1.06M | 0.03% | +10,931 | New |
| Nebula Research & Development LLC | 10,771 | $1.05M | 0.10% | +10,771 | New |
| Allspring Global Investments Holdings, LLC | 10,528 | $1.02M | 0.00% | +38+0.4% | Added |
| FourThought Financial Partners, LLC | 10,384 | $1.02M | 0.11% | −425−3.9% | Reduced |
| Vident Advisory, LLC | 10,040 | $982.1K | 0.01% | −4,652−31.7% | Reduced |
| Summit Financial, LLC | 9,995 | $977.7K | 0.03% | −64−0.6% | Reduced |
| Centiva Capital, LP | 9,927 | $971.1K | 0.06% | −2,820−22.1% | Reduced |
| MML Investors Services, LLC | 9,712 | $950.0K | 0.00% | −7,376−43.2% | Reduced |
| Spirit of America Management Corp | 9,700 | $948.9K | 0.19% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,624 | $941.4K | 0.01% | +9,624 | New |
| Lazard Asset Management LLC | 9,536 | $932.0K | 0.00% | +1,752+22.5% | Added |
| Dark Forest Capital Management LP | 9,090 | $889.2K | 0.04% | +9,090 | New |
| Mutual of America Capital Management LLC | 8,965 | $877.0K | 0.01% | −194−2.1% | Reduced |
| Storebrand Asset Management AS | 8,960 | $876.5K | 0.00% | −3,037−25.3% | Reduced |
| M&T Bank Corp | 8,794 | $860.3K | 0.00% | −912−9.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 8,782 | $859.1K | 0.59% | +3,309+60.5% | Added |
| Loudon Investment Management, LLC | 8,675 | $848.6K | 0.48% | −2,395−21.6% | Reduced |
| Rafferty Asset Management, LLC | 8,408 | $822.5K | 0.00% | −1,648−16.4% | Reduced |
| MQS Management LLC | 8,397 | $821.4K | 0.47% | +8,397 | New |
| Pathstone Holdings, LLC | 8,340 | $816.1K | 0.00% | −164−1.9% | Reduced |
| Lido Advisors, LLC | 8,173 | $799.5K | 0.00% | +603+8.0% | Added |
| Ameritas Investment Partners, Inc. | 7,916 | $774.3K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 7,888 | $771.6K | 0.00% | −2,942−27.2% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $771.3K | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,827 | $765.6K | 0.03% | −875−10.1% | Reduced |
| Fort Point Capital Partners LLC | 7,780 | $761.1K | 0.09% | −68−0.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,616 | $745.0K | 0.08% | −67−0.9% | Reduced |
| Norinchukin Bank, The | 7,604 | $743.8K | 0.01% | +757+11.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $717.5K | 0.17% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 7,340 | $717.0K | 0.01% | +7,145+3,664.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,277 | $711.8K | 0.00% | −7,279−50.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,124 | $697.0K | 0.00% | +674+10.4% | Added |
| Jeppson Wealth Management, LLC | 7,069 | $691.5K | 0.25% | +8+0.1% | Added |
| Ar Asset Management Inc | 7,000 | $685.0K | 0.16% | +7,000 | New |
| Sound Financial Strategies Group, LLC | 6,981 | $682.9K | 0.61% | −947−11.9% | Reduced |
| Xponance, Inc. | 6,933 | $678.2K | 0.01% | +181+2.7% | Added |
| FORA Capital, LLC | 6,789 | $664.1K | 0.07% | +6,789 | New |
| Benjamin Edwards Inc | 6,722 | $657.5K | 0.01% | +43+0.6% | Added |
| Commonwealth Equity Services, LLC | 6,718 | $657.0K | 0.00% | +526+8.5% | Added |
| Pensionmark Financial Group, LLC | 6,662 | $651.7K | 0.02% | −1,116−14.3% | Reduced |
| Oregon Public Employees Retirement Fund | 6,654 | $650.9K | 0.01% | +100+1.5% | Added |
| Polymer Capital Management (US) LLC | 6,573 | $643.0K | 0.19% | +6,573 | New |
| Creative Financial Designs Inc | 6,506 | $636.4K | 0.05% | +502+8.4% | Added |
| Ethic Inc. | 6,493 | $629.7K | 0.01% | +67+1.0% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $627.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,382 | $624.3K | 0.01% | +11+0.2% | Added |
| Principal Securities, Inc. | 5,511 | $617.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,176 | $604.2K | 0.00% | −586−8.7% | Reduced |
| Mizuho Securities USA LLC | 6,174 | $603.9K | 0.01% | −1,073−14.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,058 | $594.0K | 0.01% | +3,916+182.8% | Added |
| SlateStone Wealth, LLC | 5,995 | $586.0K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,910 | $578.1K | 0.02% | −675−10.3% | Reduced |
| Prospera Financial Services Inc | 5,908 | $577.8K | 0.01% | +1,728+41.3% | Added |
| Teachers Retirement System of the State of Kentucky | 5,895 | $576.0K | 0.01% | +355+6.4% | Added |
| Global X Japan Co., Ltd. | 5,683 | $555.9K | 0.06% | +1,117+24.5% | Added |
| Janney Capital Management LLC | 5,655 | $553.0K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,467 | $534.9K | 0.00% | +612+12.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,384 | $526.7K | 0.00% | +244+4.7% | Added |
| GWM Advisors LLC | 5,327 | $521.1K | 0.00% | −1,350−20.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,183 | $507.0K | 0.00% | +197+4.0% | Added |
| Groupe la Francaise | 5,092 | $492.8K | 0.01% | −338−6.2% | Reduced |
| Gen-Wealth Partners Inc | 4,973 | $486.5K | 0.20% | −20.0% | Reduced |
| Kestra Advisory Services, LLC | 4,941 | $483.3K | 0.00% | −2,801−36.2% | Reduced |
| Rakuten Investment Management, Inc. | 4,920 | $476.9K | 0.00% | +4,920 | New |
| JustInvest LLC | 4,758 | $465.4K | 0.01% | −942−16.5% | Reduced |
| Hartford Investment Management Co | 4,753 | $464.9K | 0.02% | +14+0.3% | Added |
| Agf Management Ltd | 4,738 | $463.5K | 0.00% | +88+1.9% | Added |
| Sterling Capital Management LLC | 4,694 | $459.2K | 0.01% | −322−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 4,505 | $440.7K | 0.01% | +607+15.6% | Added |
| DoubleLine ETF Adviser LP | 4,455 | $435.8K | 0.14% | −917−17.1% | Reduced |
| Glenmede Trust Co NA | 4,380 | $428.5K | 0.00% | +540+14.1% | Added |
| EntryPoint Capital, LLC | 4,288 | $419.5K | 0.19% | +1,727+67.4% | Added |
| LMR Partners LLP | 4,226 | $413.4K | 0.01% | +4,226 | New |
| Susquehanna Fundamental Investments, LLC | 4,220 | $412.8K | 0.01% | −63,158−93.7% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $401.1K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,098 | $400.7K | 0.18% | +1,990+94.4% | Added |
| Ofi Invest Asset Management | 4,423 | $400.5K | 0.01% | −229−4.9% | Reduced |
| Jefferies Financial Group Inc. | 4,048 | $396.0K | 0.01% | −73,352−94.8% | Reduced |
| Stephens Inc | 4,040 | $395.2K | 0.01% | −156−3.7% | Reduced |
| Northwest & Ethical Investments L.P. | 4,000 | $391.3K | 0.01% | +373+10.3% | Added |
| 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 |
| Maryland State Retirement & Pension System | 3,945 | $385.9K | 0.01% | −763−16.2% | Reduced |
| Securian Asset Management, Inc | 3,943 | $385.7K | 0.01% | 00.0% | Unchanged |