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, 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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 4,755 | $451.6K | 0.00% | −186−3.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,745 | $450.7K | 0.10% | +4,745 | New |
| Hartford Investment Management Co | 4,714 | $447.8K | 0.01% | −39−0.8% | Reduced |
| DoubleLine ETF Adviser LP | 4,555 | $432.7K | 0.14% | +100+2.2% | Added |
| NEOS Investment Management LLC | 4,604 | $432.3K | 0.01% | +1,982+75.6% | Added |
| Tower Research Capital LLC (TRC) | 4,543 | $431.5K | 0.01% | +1,906+72.3% | Added |
| Mariner, LLC | 4,489 | $426.4K | 0.00% | +1,329+42.1% | Added |
| Glenmede Investment Management, LP | 4,474 | $425.0K | 0.00% | +4,474 | New |
| Toroso Investments, LLC | 4,232 | $397.6K | 0.00% | +1,357+47.2% | Added |
| Abel Hall, LLC | 4,126 | $391.9K | 0.18% | +4,126 | New |
| Louisiana State Employees Retirement System | 4,100 | $389.5K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,070 | $386.6K | 0.01% | −435−9.7% | Reduced |
| Northwest & Ethical Investments L.P. | 4,000 | $380.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,945 | $374.7K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,943 | $374.5K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,906 | $371.0K | 0.01% | +266+7.3% | Added |
| Ethic Inc. | 3,861 | $365.5K | 0.01% | −2,632−40.5% | Reduced |
| Ofi Invest Asset Management | 4,443 | $359.5K | 0.01% | +20+0.5% | Added |
| Monetary Management Group Inc | 3,750 | $356.2K | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 3,733 | $354.6K | 0.00% | +3,733 | New |
| New Mexico Educational Retirement Board | 3,550 | $337.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,527 | $335.0K | 0.01% | −10,867−75.5% | Reduced |
| Sanctuary Advisors, LLC | 3,467 | $329.3K | 0.00% | +3,467 | New |
| Abc Arbitrage SA | 3,322 | $315.6K | 0.04% | −34,404−91.2% | Reduced |
| Passive Capital Management, LLC. | 3,193 | $300.8K | 0.09% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,112 | $295.6K | 0.00% | +173+5.9% | Added |
| Fiduciary Group LLC | 3,023 | $287.2K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,022 | $287.1K | 0.00% | +158+5.5% | Added |
| Equitable Holdings, Inc. | 3,009 | $285.8K | 0.00% | −237−7.3% | Reduced |
| Private Advisor Group, LLC | 2,986 | $283.7K | 0.00% | −41−1.4% | Reduced |
| Fifth Third Bancorp | 2,956 | $280.8K | 0.00% | +500+20.4% | Added |
| V-Square Quantitative Management LLC | 2,945 | $279.7K | 0.04% | +632+27.3% | Added |
| Summit Trail Advisors, LLC | 2,922 | $277.6K | 0.00% | +2,922 | New |
| Quadrant Capital Group LLC | 2,877 | $273.3K | 0.01% | +146+5.3% | Added |
| Allstate Corp | 2,859 | $271.6K | 0.02% | −8,343−74.5% | Reduced |
| KCM Investment Advisors LLC | 2,851 | $270.8K | 0.01% | −650−18.6% | Reduced |
| Panagora Asset Management Inc | 2,810 | $266.9K | 0.00% | −366−11.5% | Reduced |
| Atlantic Union Bankshares Corp | 2,720 | $258.4K | 0.01% | +2,720 | New |
| Wellington Management Group LLP | 2,714 | $257.8K | 0.00% | +365+15.5% | Added |
| Apollon Wealth Management, LLC | 2,679 | $254.5K | 0.01% | −1,310−32.8% | Reduced |
| MBB Public Markets I LLC | 2,652 | $251.9K | 0.03% | −600−18.5% | Reduced |
| GAMMA Investing LLC | 2,623 | $249.2K | 0.02% | +629+31.5% | Added |
| Modera Wealth Management, LLC | 2,566 | $243.7K | 0.00% | −70−2.7% | Reduced |
| Strategy Asset Managers LLC | 2,526 | $239.9K | 0.04% | −1,182−31.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,477 | $235.3K | 0.00% | +24+1.0% | Added |
| Allworth Financial LP | 2,447 | $232.5K | 0.00% | +233+10.5% | Added |
| Stephens Inc | 2,411 | $229.0K | 0.00% | −1,629−40.3% | Reduced |
| Shell Asset Management Co | 2,406 | $229.0K | 0.01% | −534−18.2% | Reduced |
| Everence Capital Management Inc | 2,380 | $226.0K | 0.01% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,371 | $225.2K | 0.03% | −33−1.4% | Reduced |
| Patton Fund Management, Inc. | 2,333 | $221.6K | 0.05% | +2,333 | New |
| Keybank National Association | 2,329 | $221.2K | 0.00% | −160−6.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,301 | $218.6K | 0.00% | −95−4.0% | Reduced |
| FreeGulliver LLC | 2,300 | $218.5K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,294 | $217.9K | 0.11% | +99+4.5% | Added |
| US Bancorp | 2,210 | $209.9K | 0.00% | −722−24.6% | Reduced |
| Powell Investment Advisors, LLC | 2,183 | $207.4K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,173 | $206.5K | 0.00% | +2,173 | New |
| KBC Group NV | 2,166 | $206.0K | 0.00% | −678−23.8% | Reduced |
| 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 |
| Armstrong, Fleming & Moore, Inc | 2,140 | $203.3K | 0.11% | +2,140 | New |
| Swiss Life Asset Management Ltd | 2,126 | $201.9K | 0.00% | +2,126 | New |
| Sunbelt Securities, Inc. | 1,662 | $186.0K | 0.02% | +1,648+11,771.4% | Added |
| MUFG Securities Americas Inc. | 1,721 | $163.5K | 0.01% | +356+26.1% | Added |
| PEAK6 LLC | 1,512 | $143.6K | 0.00% | +1,512 | New |
| GF Fund Management Co. Ltd. | 1,437 | $136.5K | 0.00% | −11−0.8% | Reduced |
| MAI Capital Management | 1,403 | $133.3K | 0.00% | +30+2.2% | Added |
| Canada Post Corp Registered Pension Plan | 1,338 | $127.1K | 0.01% | +1,338 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,330 | $126.3K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $123.5K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,215 | $115.0K | 0.00% | +763+168.8% | Added |
| Horizon Investments, LLC | 1,207 | $113.3K | 0.00% | +94+8.4% | Added |
| Parallel Advisors, LLC | 1,136 | $107.9K | 0.00% | +916+416.4% | Added |
| Ci Investments Inc. | 1,020 | $97.0K | 0.00% | −238−18.9% | Reduced |
| Whittier Trust Co | 1,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 986 | $93.7K | 0.00% | +212+27.4% | Added |
| Hopwood Financial Services, Inc. | 900 | $85.5K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 846 | $80.4K | 0.00% | +228+36.9% | Added |
| BFSG, LLC | 814 | $77.3K | 0.01% | +814 | New |
| CIBC Private Wealth Group, LLC | 810 | $76.9K | 0.00% | +639+373.7% | Added |
| NBC Securities, Inc. | 810 | $76.0K | 0.01% | +99+13.9% | Added |
| IFP Advisors, Inc | 768 | $72.9K | 0.00% | +325+73.4% | Added |
| ZRC Wealth Management, LLC | 700 | $66.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 690 | $65.5K | 0.00% | +109+18.8% | Added |
| Zimmer Partners, LP | 656 | $62.3K | 0.00% | −24,344−97.4% | Reduced |
| Danske Bank A/S | 600 | $57.0K | 0.00% | −200−25.0% | Reduced |
| Bessemer Group Inc | 582 | $56.0K | 0.00% | −87−13.0% | Reduced |
| Farther Finance Advisors, LLC | 569 | $54.0K | 0.00% | +44+8.4% | Added |
| Delta Asset Management LLC | 525 | $49.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 512 | $48.5K | 0.00% | −64−11.1% | Reduced |
| Frazier Financial Advisors, LLC | 506 | $48.1K | 0.03% | +506 | New |
| Bartlett & Co. Wealth Management LLC | 501 | $47.6K | 0.00% | +1+0.2% | Added |
| Avalon Trust Co | 500 | $47.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $42.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 446 | $42.4K | 0.01% | +23+5.4% | Added |
| Skopos Labs, Inc. | 446 | $42.4K | 0.01% | +174+64.0% | Added |
| Loomis Sayles & Co L P | 433 | $41.1K | 0.00% | +433 | New |
| Rothschild Investment LLC | 429 | $40.8K | 0.00% | +10+2.4% | Added |
| Huntington National Bank | 380 | $36.1K | 0.00% | +188+97.9% | Added |