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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 288 | $28.2K | 0.00% | +130+82.3% | Added |
| Skopos Labs, Inc. | 272 | $26.6K | 0.01% | +5+1.9% | Added |
| Anchor Investment Management, LLC | 270 | $26.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 267 | $26.1K | 0.00% | −3−1.1% | Reduced |
| Parkside Financial Bank & Trust | 247 | $24.2K | 0.00% | −8−3.1% | Reduced |
| Montag A & Associates Inc | 240 | $23.5K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 260 | $23.0K | 0.02% | −14−5.1% | Reduced |
| Parallel Advisors, LLC | 220 | $21.5K | 0.00% | −85−27.9% | Reduced |
| Larson Financial Group LLC | 205 | $20.1K | 0.00% | −24−10.5% | Reduced |
| Clearstead Advisors, LLC | 204 | $20.0K | 0.00% | +4+2.0% | Added |
| Cohen & Steers, Inc. | 196 | $19.0K | 0.00% | +5+2.6% | Added |
| Huntington National Bank | 192 | $18.8K | 0.00% | +57+42.2% | Added |
| Brown Brothers Harriman & Co | 192 | $18.8K | 0.00% | −500−72.3% | Reduced |
| Massmutual Trust Co FSB | 192 | $18.8K | 0.00% | +52+37.1% | Added |
| Cromwell Holdings LLC | 158 | $15.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 157 | $15.4K | 0.00% | −5−3.1% | Reduced |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $14.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 171 | $14.3K | 0.00% | −51−23.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 146 | $14.3K | 0.00% | +141+2,820.0% | Added |
| Tobam | 144 | $14.0K | 0.01% | −69−32.4% | Reduced |
| CoreCap Advisors, LLC | 129 | $12.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 128 | $12.5K | 0.01% | +74+137.0% | Added |
| Pflug Koory, LLC | 116 | $11.3K | 0.01% | +16+16.0% | Added |
| Aspect Partners, LLC | 113 | $11.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $9.78K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $9.58K | 0.00% | −53−35.3% | Reduced |
| GW&K Investment Management, LLC | 88 | $9.00K | 0.00% | −5−5.4% | Reduced |
| MV Capital Management, Inc. | 89 | $8.71K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 87 | $8.51K | 0.00% | +35+67.3% | Added |
| Adirondack Trust Co | 87 | $8.51K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 81 | $7.92K | 0.01% | −188−69.9% | Reduced |
| Bayforest Capital Ltd | 81 | $7.92K | 0.00% | +81 | New |
| Cherry Tree Wealth Management, LLC | 80 | $7.83K | 0.00% | +80 | New |
| Umb Bank N A | 78 | $7.63K | 0.00% | +47+151.6% | Added |
| Assetmark, Inc | 75 | $7.34K | 0.00% | −72−49.0% | Reduced |
| Spire Wealth Management | 72 | $7.04K | 0.00% | −33−31.4% | Reduced |
| TD Private Client Wealth LLC | 69 | $6.75K | 0.00% | −17−19.8% | Reduced |
| Bell Investment Advisors, Inc | 65 | $6.36K | 0.00% | −5−7.1% | Reduced |
| Financial Freedom, LLC | 65 | $6.36K | 0.00% | +1+1.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 52 | $5.09K | 0.01% | −71−57.7% | Reduced |
| Atticus Wealth Management, LLC | 50 | $4.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $4.50K | 0.00% | +27+142.1% | Added |
| Capital A Wealth Management, LLC | 42 | $4.11K | 0.00% | −12−22.2% | Reduced |
| Meeder Asset Management Inc | 40 | $3.91K | 0.00% | +40 | New |
| Ronald Blue Trust, Inc. | 33 | $3.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 33 | $3.23K | 0.00% | +33 | New |
| Private Trust Co NA | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 31 | $3.03K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | −26−45.6% | Reduced |
| AdvisorNet Financial, Inc | 30 | $2.94K | 0.00% | +4+15.4% | Added |
| City State Bank | 29 | $2.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $1.96K | 0.00% | +20 | New |
| Geneos Wealth Management Inc. | 18 | $1.76K | 0.00% | +2+12.5% | Added |
| Kozak & Associates, Inc. | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $1.41K | 0.00% | −1,648−99.2% | Reduced |
| LRI Investments, LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $1.10K | 0.00% | −4−26.7% | Reduced |
| Covestor Ltd | 8 | $1.00K | 0.00% | −16−66.7% | Reduced |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 10 | $979 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $978 | 0.00% | −7−41.2% | Reduced |
| TFC Financial Management | 9 | $881 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8 | $783 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 8 | $783 | 0.00% | +8 | New |
| South State Corp. | 5 | $490 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $490 | 0.00% | +5 | New |
| Stonebridge Financial Group, LLC | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $489 | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $489 | 0.00% | +5 | New |
| Clark Wealth Partners | 4 | $391 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $362 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 3 | $294 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $194 | 0.00% | −40−95.2% | Reduced |
| Legacy Bridge, LLC | 2 | $155 | 0.00% | +2 | New |
| Hemington Wealth Management | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| 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 |