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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 512 | $48.5K | 0.00% | −64−11.1% | Reduced |
| Delta Asset Management LLC | 525 | $49.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 569 | $54.0K | 0.00% | +44+8.4% | Added |
| Bessemer Group Inc | 582 | $56.0K | 0.00% | −87−13.0% | Reduced |
| Danske Bank A/S | 600 | $57.0K | 0.00% | −200−25.0% | Reduced |
| Zimmer Partners, LP | 656 | $62.3K | 0.00% | −24,344−97.4% | Reduced |
| EverSource Wealth Advisors, LLC | 690 | $65.5K | 0.00% | +109+18.8% | Added |
| ZRC Wealth Management, LLC | 700 | $66.5K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 768 | $72.9K | 0.00% | +325+73.4% | Added |
| NBC Securities, Inc. | 810 | $76.0K | 0.01% | +99+13.9% | Added |
| CIBC Private Wealth Group, LLC | 810 | $76.9K | 0.00% | +639+373.7% | Added |
| BFSG, LLC | 814 | $77.3K | 0.01% | +814 | New |
| Whittier Trust Co of Nevada Inc | 846 | $80.4K | 0.00% | +228+36.9% | Added |
| Hopwood Financial Services, Inc. | 900 | $85.5K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 986 | $93.7K | 0.00% | +212+27.4% | Added |
| Whittier Trust Co | 1,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,020 | $97.0K | 0.00% | −238−18.9% | Reduced |
| Parallel Advisors, LLC | 1,136 | $107.9K | 0.00% | +916+416.4% | Added |
| Horizon Investments, LLC | 1,207 | $113.3K | 0.00% | +94+8.4% | Added |
| CX Institutional | 1,215 | $115.0K | 0.00% | +763+168.8% | Added |
| Trust Co of Vermont | 1,300 | $123.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,330 | $126.3K | 0.05% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,338 | $127.1K | 0.01% | +1,338 | New |
| MAI Capital Management | 1,403 | $133.3K | 0.00% | +30+2.2% | Added |
| GF Fund Management Co. Ltd. | 1,437 | $136.5K | 0.00% | −11−0.8% | Reduced |
| PEAK6 LLC | 1,512 | $143.6K | 0.00% | +1,512 | New |
| MUFG Securities Americas Inc. | 1,721 | $163.5K | 0.01% | +356+26.1% | Added |
| Sunbelt Securities, Inc. | 1,662 | $186.0K | 0.02% | +1,648+11,771.4% | Added |
| Swiss Life Asset Management Ltd | 2,126 | $201.9K | 0.00% | +2,126 | New |
| Armstrong, Fleming & Moore, Inc | 2,140 | $203.3K | 0.11% | +2,140 | New |
| Lafayette Investments, Inc. | 2,150 | $204.2K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,150 | $204.2K | 0.00% | +2,150 | New |
| KBC Group NV | 2,166 | $206.0K | 0.00% | −678−23.8% | Reduced |
| Buckingham Strategic Partners | 2,173 | $206.5K | 0.00% | +2,173 | New |
| Powell Investment Advisors, LLC | 2,183 | $207.4K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 2,210 | $209.9K | 0.00% | −722−24.6% | Reduced |
| Kaizen Financial Strategies | 2,294 | $217.9K | 0.11% | +99+4.5% | Added |
| FreeGulliver LLC | 2,300 | $218.5K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,301 | $218.6K | 0.00% | −95−4.0% | Reduced |
| Keybank National Association | 2,329 | $221.2K | 0.00% | −160−6.4% | Reduced |
| Patton Fund Management, Inc. | 2,333 | $221.6K | 0.05% | +2,333 | New |
| Phocas Financial Corp. | 2,371 | $225.2K | 0.03% | −33−1.4% | Reduced |
| Everence Capital Management Inc | 2,380 | $226.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,406 | $229.0K | 0.01% | −534−18.2% | Reduced |
| Stephens Inc | 2,411 | $229.0K | 0.00% | −1,629−40.3% | Reduced |
| Allworth Financial LP | 2,447 | $232.5K | 0.00% | +233+10.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,477 | $235.3K | 0.00% | +24+1.0% | Added |
| Strategy Asset Managers LLC | 2,526 | $239.9K | 0.04% | −1,182−31.9% | Reduced |
| Modera Wealth Management, LLC | 2,566 | $243.7K | 0.00% | −70−2.7% | Reduced |
| GAMMA Investing LLC | 2,623 | $249.2K | 0.02% | +629+31.5% | Added |
| MBB Public Markets I LLC | 2,652 | $251.9K | 0.03% | −600−18.5% | Reduced |
| Apollon Wealth Management, LLC | 2,679 | $254.5K | 0.01% | −1,310−32.8% | Reduced |
| Wellington Management Group LLP | 2,714 | $257.8K | 0.00% | +365+15.5% | Added |
| Atlantic Union Bankshares Corp | 2,720 | $258.4K | 0.01% | +2,720 | New |
| Panagora Asset Management Inc | 2,810 | $266.9K | 0.00% | −366−11.5% | Reduced |
| KCM Investment Advisors LLC | 2,851 | $270.8K | 0.01% | −650−18.6% | Reduced |
| Allstate Corp | 2,859 | $271.6K | 0.02% | −8,343−74.5% | Reduced |
| Quadrant Capital Group LLC | 2,877 | $273.3K | 0.01% | +146+5.3% | Added |
| Summit Trail Advisors, LLC | 2,922 | $277.6K | 0.00% | +2,922 | New |
| V-Square Quantitative Management LLC | 2,945 | $279.7K | 0.04% | +632+27.3% | Added |
| Fifth Third Bancorp | 2,956 | $280.8K | 0.00% | +500+20.4% | Added |
| Private Advisor Group, LLC | 2,986 | $283.7K | 0.00% | −41−1.4% | Reduced |
| Equitable Holdings, Inc. | 3,009 | $285.8K | 0.00% | −237−7.3% | Reduced |
| Mackenzie Financial Corp | 3,022 | $287.1K | 0.00% | +158+5.5% | Added |
| Fiduciary Group LLC | 3,023 | $287.2K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,112 | $295.6K | 0.00% | +173+5.9% | Added |
| Passive Capital Management, LLC. | 3,193 | $300.8K | 0.09% | 00.0% | Unchanged |
| Abc Arbitrage SA | 3,322 | $315.6K | 0.04% | −34,404−91.2% | Reduced |
| Sanctuary Advisors, LLC | 3,467 | $329.3K | 0.00% | +3,467 | New |
| XTX Topco Ltd | 3,527 | $335.0K | 0.01% | −10,867−75.5% | Reduced |
| New Mexico Educational Retirement Board | 3,550 | $337.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 3,733 | $354.6K | 0.00% | +3,733 | New |
| Monetary Management Group Inc | 3,750 | $356.2K | 0.09% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 4,443 | $359.5K | 0.01% | +20+0.5% | Added |
| Ethic Inc. | 3,861 | $365.5K | 0.01% | −2,632−40.5% | Reduced |
| RFG Advisory, LLC | 3,906 | $371.0K | 0.01% | +266+7.3% | Added |
| Securian Asset Management, Inc | 3,943 | $374.5K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,945 | $374.7K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,000 | $380.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,070 | $386.6K | 0.01% | −435−9.7% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $389.5K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,126 | $391.9K | 0.18% | +4,126 | New |
| Toroso Investments, LLC | 4,232 | $397.6K | 0.00% | +1,357+47.2% | Added |
| Glenmede Investment Management, LP | 4,474 | $425.0K | 0.00% | +4,474 | New |
| Mariner, LLC | 4,489 | $426.4K | 0.00% | +1,329+42.1% | Added |
| Tower Research Capital LLC (TRC) | 4,543 | $431.5K | 0.01% | +1,906+72.3% | Added |
| NEOS Investment Management LLC | 4,604 | $432.3K | 0.01% | +1,982+75.6% | Added |
| DoubleLine ETF Adviser LP | 4,555 | $432.7K | 0.14% | +100+2.2% | Added |
| Hartford Investment Management Co | 4,714 | $447.8K | 0.01% | −39−0.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,745 | $450.7K | 0.10% | +4,745 | New |
| Kestra Advisory Services, LLC | 4,755 | $451.6K | 0.00% | −186−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,921 | $467.4K | 0.00% | +4,921 | New |
| GWM Advisors LLC | 4,968 | $471.9K | 0.00% | −359−6.7% | Reduced |
| Captrust Financial Advisors | 4,991 | $474.1K | 0.00% | +2,131+74.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,169 | $491.0K | 0.00% | −215−4.0% | Reduced |
| Gen-Wealth Partners Inc | 5,188 | $492.8K | 0.19% | +215+4.3% | Added |
| Mizuho Securities USA LLC | 5,361 | $509.2K | 0.01% | +5,361 | New |
| Jones Financial Companies LLLP | 5,399 | $511.0K | 0.00% | +2,900+116.0% | Added |
| Northwestern Mutual Wealth Management Co | 5,394 | $512.4K | 0.00% | +211+4.1% | Added |
| TCG Advisory Services, LLC | 5,585 | $530.5K | 0.02% | +2,872+105.9% | Added |