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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, Q2 2025

Institutional positions in Federal Realty Investment Trust as of Jun 30, 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
491
+17 vs. Q1 2025
Shares held
82.4M
−246.2K (−0.3%) vs. Q1 2025
Total value
$7.79B
−$291.1M (−3.6%) vs. Q1 2025
New holders
73
224 more added
Sold out
56
133 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 491 institutions
Q1 2021: 388 institutionsQ2 2021: 400 institutionsQ3 2021: 414 institutionsQ4 2021: 343 institutionsQ1 2022: 399 institutionsQ2 2022: 402 institutionsQ3 2022: 389 institutionsQ4 2022: 428 institutionsQ1 2023: 434 institutionsQ2 2023: 416 institutionsQ3 2023: 415 institutionsQ4 2023: 452 institutionsQ1 2024: 448 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 490 institutionsQ1 2025: 481 institutionsQ2 2025: 491 institutionsQ3 2025: 510 institutionsQ4 2025: 527 institutionsQ1 2026: 560 institutionsQ2 2026: 623 institutions
Value heldQ2 2025: $7.79B
Q1 2021: $7.49BQ2 2021: $8.81BQ3 2021: $8.81BQ4 2021: $7.56BQ1 2022: $8.95BQ2 2022: $7.19BQ3 2022: $6.98BQ4 2022: $7.97BQ1 2023: $7.65BQ2 2023: $7.63BQ3 2023: $7.14BQ4 2023: $8.03BQ1 2024: $8.12BQ2 2024: $7.98BQ3 2024: $9.34BQ4 2024: $9.53BQ1 2025: $8.08BQ2 2025: $7.79BQ3 2025: $7.70BQ4 2025: $8.47BQ1 2026: $8.33BQ2 2026: $10.6B
Institutions holding FRT and their total value by quarter
QuarterHoldersValue
Q2 2026623$10.6B
Q1 2026560$8.33B
Q4 2025527$8.47B
Q3 2025510$7.70B
Q2 2025491$7.79B
Q1 2025481$8.08B
Q4 2024490$9.53B
Q3 2024505$9.34B
Q2 2024452$7.98B
Q1 2024448$8.12B
Q4 2023452$8.03B
Q3 2023415$7.14B
Q2 2023416$7.63B
Q1 2023434$7.65B
Q4 2022428$7.97B
Q3 2022389$6.98B
Q2 2022402$7.19B
Q1 2022399$8.95B
Q4 2021343$7.56B
Q3 2021414$8.81B
Q2 2021400$8.81B
Q1 2021388$7.49B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2025.

Institutions holding FRT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%+2New
ORG Partners LLC1$940.00%+1New
Tortoise Investment Management, LLC1$950.00%+1New
LGT Financial Advisors LLC1$950.00%+1New
Leonteq Securities AG2$1900.00%−85−97.7%Reduced
Colonial Trust Co2$1900.00%00.0%Unchanged
Private Wealth Management Group, LLC2$1900.00%+2New
American Capital Advisory, LLC2$1900.00%+2New
Tradewinds Capital Management, LLC3$2850.00%00.0%Unchanged
Quaker Wealth Management, LLC3$2850.00%+3New
South State Corp.5$4750.00%00.0%Unchanged
Rialto Wealth Management, LLC6$5700.00%+1+20.0%Added
Kestra Investment Management, LLC6$5700.00%+6New
Dunhill Financial, LLC6$5920.00%−5−45.5%Reduced
Atlantic Trust, LLC7$6650.00%+7New
True Wealth Design, LLC7$6650.00%+7New
TFC Financial Management8$7600.00%−1−11.1%Reduced
Ridgewood Investments LLC8$7600.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$7600.00%+4+100.0%Added
Legacy Wealth Managment, LLC10$9500.00%00.0%Unchanged
Rise Advisors, LLC10$9500.00%+5+100.0%Added
Legacy Investment Solutions, LLC10$9500.00%+10New
Covestor Ltd7$1.00K0.00%−1−12.5%Reduced
Avion Wealth11$1.00K0.00%+5+83.3%Added
YANKCOM Partnership12$1.14K0.00%+12New
Howard Hughes Medical Institute16$1.52K0.00%+16New
Kozak & Associates, Inc.16$1.53K0.00%00.0%Unchanged
Activest Wealth Management17$1.61K0.00%+17New
Geneos Wealth Management Inc.18$1.71K0.00%00.0%Unchanged
Founders Capital Management20$1.90K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$1.90K0.00%00.0%Unchanged
Valley National Advisers Inc31$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc26$2.47K0.00%−4−13.3%Reduced
Manchester Capital Management LLC27$2.56K0.00%−19−41.3%Reduced
MV Capital Management, Inc.29$2.75K0.00%−60−67.4%Reduced
City State Bank29$2.75K0.00%00.0%Unchanged
Grove Bank & Trust31$2.94K0.00%+10+47.6%Added
Hantz Financial Services, Inc.33$3.00K0.00%+27+450.0%Added
Private Trust Co NA32$3.04K0.00%00.0%Unchanged
NewSquare Capital LLC37$3.52K0.00%+37New
North Star Investment Management Corp.40$3.80K0.00%+40New
SWAN Capital LLC42$3.99K0.00%+42New
Farmers & Merchants Investments Inc49$4.66K0.00%00.0%Unchanged
Atticus Wealth Management, LLC50$4.75K0.00%00.0%Unchanged
Clear Street Markets LLC53$5.03K0.00%+53New
Glen Eagle Advisors, LLC57$5.41K0.00%+57New
Ronald Blue Trust, Inc.59$5.61K0.00%+26+78.8%Added
Twin Peaks Wealth Advisors, LLC61$5.66K0.00%+61New
Bell Investment Advisors, Inc65$6.17K0.00%00.0%Unchanged
Financial Freedom, LLC66$6.25K0.00%+1+1.5%Added
Dogwood Wealth Management LLC75$7.06K0.00%+75New
Assetmark, Inc77$7.31K0.00%+2+2.7%Added
Park Square Financial Group, LLC81$7.69K0.01%00.0%Unchanged
Larson Financial Group LLC85$8.10K0.00%−120−58.5%Reduced
Bryn Mawr Trust Co86$8.17K0.00%−71−45.2%Reduced
Adirondack Trust Co87$8.26K0.00%00.0%Unchanged
Byrne Asset Management LLC100$9.50K0.01%00.0%Unchanged
TD Private Client Wealth LLC102$9.69K0.00%+33+47.8%Added
Meeder Asset Management Inc110$10.4K0.00%+70+175.0%Added
GW&K Investment Management, LLC117$11.0K0.00%+29+33.0%Added
Essential Partners LLC124$11.8K0.00%+124New
Caitong International Asset Management Co., Ltd126$12.0K0.01%−2−1.6%Reduced
Pflug Koory, LLC127$12.1K0.01%+11+9.5%Added
CoreCap Advisors, LLC129$12.3K0.00%00.0%Unchanged
Zions Bancorporation, National Association132$12.5K0.00%+99+300.0%Added
Smithfield Trust Co150$14.0K0.00%00.0%Unchanged
Umb Bank N A151$14.3K0.00%+73+93.6%Added
Dynamic Wealth Strategies, LLC156$14.8K0.01%−147−48.5%Reduced
Cromwell Holdings LLC186$17.7K0.01%+28+17.7%Added
Onefund, LLC194$18.0K0.01%+194New
Cohen & Steers, Inc.196$19.0K0.00%00.0%Unchanged
Principal Securities, Inc.217$20.6K0.00%−5,294−96.1%Reduced
MUFG Securities EMEA plc227$21.6K0.00%+227New
SRS Capital Advisors, Inc.238$22.6K0.00%+141+145.4%Added
Montag A & Associates Inc240$22.8K0.00%00.0%Unchanged
Sentry Investment Management LLC260$24.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust254$24.1K0.00%+7+2.8%Added
Brown Brothers Harriman & Co262$24.9K0.00%+70+36.5%Added
Anchor Investment Management, LLC270$25.6K0.00%00.0%Unchanged
Harbour Investments, Inc.270$25.7K0.00%+3+1.1%Added
Massmutual Trust Co FSB290$27.5K0.00%+98+51.0%Added
Clarity Asset Management, Inc.293$27.9K0.02%+3+1.0%Added
Versant Capital Management, Inc299$28.4K0.00%+11+3.8%Added
Hilltop National Bank300$28.5K0.01%+300New
Toth Financial Advisory Corp332$31.5K0.00%+5+1.5%Added
Spire Wealth Management335$31.8K0.00%+263+365.3%Added
Federated Hermes, Inc.338$32.1K0.00%−1−0.3%Reduced
Global Retirement Partners, LLC345$32.7K0.00%+345New
DAGCO, Inc.350$33.2K0.01%00.0%Unchanged
Clearstead Advisors, LLC352$33.4K0.00%+148+72.5%Added
Quarry LP373$35.4K0.01%−384−50.7%Reduced
Huntington National Bank380$36.1K0.00%+188+97.9%Added
Rothschild Investment LLC429$40.8K0.00%+10+2.4%Added
Loomis Sayles & Co L P433$41.1K0.00%+433New
Pension & Wealth Management Advisors, Inc.446$42.4K0.01%+23+5.4%Added
Skopos Labs, Inc.446$42.4K0.01%+174+64.0%Added
Eastern Bank450$42.7K0.00%00.0%Unchanged
Avalon Trust Co500$47.5K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC501$47.6K0.00%+1+0.2%Added
Frazier Financial Advisors, LLC506$48.1K0.03%+506New