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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 3,750 | $366.8K | 0.10% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,708 | $362.8K | 0.07% | +301+8.8% | Added |
| Farringdon Capital, Ltd. | 3,658 | $357.8K | 0.18% | +3,658 | New |
| RFG Advisory, LLC | 3,640 | $356.1K | 0.01% | +3,640 | New |
| Gotham Asset Management, LLC | 3,567 | $348.9K | 0.00% | +1,459+69.2% | Added |
| New Mexico Educational Retirement Board | 3,550 | $347.0K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,501 | $342.5K | 0.01% | −765−17.9% | Reduced |
| Heitman Real Estate Securities LLC | 3,406 | $333.2K | 0.02% | +323+10.5% | Added |
| MBB Public Markets I LLC | 3,252 | $318.1K | 0.04% | +3,252 | New |
| Equitable Holdings, Inc. | 3,246 | $317.5K | 0.00% | +63+2.0% | Added |
| Passive Capital Management, LLC. | 3,193 | $312.3K | 0.10% | +3,193 | New |
| Panagora Asset Management Inc | 3,176 | $310.7K | 0.00% | −2,764−46.5% | Reduced |
| Empowered Funds, LLC | 3,205 | $310.0K | 0.00% | +355+12.5% | Added |
| Mariner, LLC | 3,160 | $309.1K | 0.00% | +578+22.4% | Added |
| Thrivent Financial for Lutherans | 3,163 | $306.0K | 0.00% | +31+1.0% | Added |
| Private Advisor Group, LLC | 3,027 | $296.1K | 0.00% | +368+13.8% | Added |
| Fiduciary Group LLC | 3,023 | $295.7K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,940 | $288.0K | 0.01% | +251+9.3% | Added |
| Wealthspire Advisors, LLC | 2,939 | $287.5K | 0.00% | −10.0% | Reduced |
| US Bancorp | 2,932 | $286.8K | 0.00% | +389+15.3% | Added |
| Gsa Capital Partners LLP | 2,917 | $285.0K | 0.03% | +2,917 | New |
| Mackenzie Financial Corp | 2,864 | $280.2K | 0.00% | +64+2.3% | Added |
| Captrust Financial Advisors | 2,860 | $279.8K | 0.00% | +445+18.4% | Added |
| Toroso Investments, LLC | 2,875 | $278.3K | 0.00% | +487+20.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,842 | $278.0K | 0.00% | −421−12.9% | Reduced |
| KBC Group NV | 2,844 | $278.0K | 0.00% | +151+5.6% | Added |
| Walleye Trading LLC | 2,831 | $276.9K | 0.01% | +2,831 | New |
| Quadrant Capital Group LLC | 2,731 | $267.1K | 0.01% | +1,862+214.3% | Added |
| Sandy Spring Bank | 2,727 | $266.8K | 0.01% | −907−25.0% | Reduced |
| TCG Advisory Services, LLC | 2,713 | $265.4K | 0.01% | +677+33.3% | Added |
| Tower Research Capital LLC (TRC) | 2,637 | $258.0K | 0.01% | −95−3.5% | Reduced |
| Modera Wealth Management, LLC | 2,636 | $257.9K | 0.00% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 2,630 | $257.3K | 0.10% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,622 | $253.6K | 0.00% | +2,622 | New |
| Keybank National Association | 2,489 | $243.5K | 0.00% | −127−4.9% | Reduced |
| Jones Financial Companies LLLP | 2,499 | $242.2K | 0.00% | +110+4.6% | Added |
| Bridgefront Capital, LLC | 2,476 | $242.2K | 0.07% | +2,476 | New |
| Fifth Third Bancorp | 2,456 | $240.2K | 0.00% | +96+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,453 | $240.0K | 0.00% | +25+1.0% | Added |
| Graham Capital Management, L.P. | 2,440 | $238.7K | 0.01% | −381−13.5% | Reduced |
| Phocas Financial Corp. | 2,404 | $235.2K | 0.04% | +2,404 | New |
| Crossmark Global Holdings, Inc. | 2,396 | $234.4K | 0.00% | −49−2.0% | Reduced |
| Everence Capital Management Inc | 2,380 | $233.0K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,349 | $229.8K | 0.00% | +545+30.2% | Added |
| V-Square Quantitative Management LLC | 2,313 | $226.3K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,310 | $226.0K | 0.00% | −1,128−32.8% | Reduced |
| FreeGulliver LLC | 2,300 | $225.0K | 0.11% | +2,300 | New |
| Kaizen Financial Strategies | 2,195 | $214.7K | 0.12% | +23+1.1% | Added |
| Powell Investment Advisors, LLC | 2,183 | $213.5K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 2,214 | $211.5K | 0.00% | +170+8.3% | Added |
| Oak Thistle LLC | 2,154 | $210.7K | 0.04% | +2,154 | New |
| Lafayette Investments, Inc. | 2,150 | $210.3K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,092 | $204.6K | 0.01% | +61+3.0% | Added |
| Smith Shellnut Wilson LLC | 2,051 | $200.6K | 0.09% | −275−11.8% | Reduced |
| GAMMA Investing LLC | 1,994 | $195.1K | 0.01% | −1,110−35.8% | Reduced |
| Financial Network Wealth Management LLC | 2,000 | $195.0K | 0.07% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,977 | $193.0K | 0.00% | +56+2.9% | Added |
| DekaBank Deutsche Girozentrale | 1,927 | $186.0K | 0.00% | −17,564−90.1% | Reduced |
| Natixis | 1,889 | $183.5K | 0.00% | −2,261−54.5% | Reduced |
| M&G Plc | 1,770 | $173.5K | 0.00% | +1,770 | New |
| Group One Trading, L.P. | 1,662 | $162.6K | 0.01% | +1,662 | New |
| Old Point Trust & Financial Services N A | 1,616 | $158.1K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,508 | $147.5K | 0.00% | −329−17.9% | Reduced |
| Mather Group, LLC. | 1,453 | $142.1K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,448 | $141.6K | 0.00% | +80+5.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,394 | $136.4K | 0.00% | +1,394 | New |
| MAI Capital Management | 1,373 | $134.3K | 0.00% | −21−1.5% | Reduced |
| MUFG Securities Americas Inc. | 1,365 | $133.5K | 0.02% | +236+20.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,330 | $130.1K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $127.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,258 | $123.0K | 0.00% | +28+2.3% | Added |
| Horizon Investments, LLC | 1,113 | $107.6K | 0.00% | +81+7.8% | Added |
| CWM, LLC | 1,090 | $107.0K | 0.00% | −176−13.9% | Reduced |
| Whittier Trust Co | 1,000 | $97.8K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 900 | $88.0K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 845 | $82.7K | 0.00% | +130+18.2% | Added |
| Danske Bank A/S | 800 | $78.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 774 | $75.7K | 0.00% | −142−15.5% | Reduced |
| Quarry LP | 757 | $74.0K | 0.02% | +757 | New |
| NBC Securities, Inc. | 711 | $69.0K | 0.01% | +711 | New |
| ZRC Wealth Management, LLC | 700 | $68.5K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 669 | $66.0K | 0.00% | −22−3.2% | Reduced |
| Lindbrook Capital, LLC | 632 | $61.8K | 0.01% | +560+777.8% | Added |
| Whittier Trust Co of Nevada Inc | 618 | $60.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 581 | $56.8K | 0.00% | +71+13.9% | Added |
| Smartleaf Asset Management LLC | 576 | $55.8K | 0.01% | +21+3.8% | Added |
| Delta Asset Management LLC | 525 | $51.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 525 | $50.9K | 0.00% | −11−2.1% | Reduced |
| Avalon Trust Co | 500 | $48.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $48.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $44.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 452 | $44.0K | 0.00% | +452 | New |
| IFP Advisors, Inc | 443 | $43.4K | 0.00% | +14+3.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 423 | $41.4K | 0.02% | +423 | New |
| Rothschild Investment LLC | 419 | $41.0K | 0.00% | +5+1.2% | Added |
| DAGCO, Inc. | 350 | $34.2K | 0.01% | +350 | New |
| Federated Hermes, Inc. | 339 | $33.2K | 0.00% | +200+143.9% | Added |
| Toth Financial Advisory Corp | 327 | $32.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 303 | $29.6K | 0.02% | +303 | New |
| Clarity Asset Management, Inc. | 290 | $28.4K | 0.02% | −109−27.3% | Reduced |