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 |
|---|---|---|---|---|---|
| Quarry LP | 373 | $35.4K | 0.01% | −384−50.7% | Reduced |
| Clearstead Advisors, LLC | 352 | $33.4K | 0.00% | +148+72.5% | Added |
| DAGCO, Inc. | 350 | $33.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 345 | $32.7K | 0.00% | +345 | New |
| Federated Hermes, Inc. | 338 | $32.1K | 0.00% | −1−0.3% | Reduced |
| Spire Wealth Management | 335 | $31.8K | 0.00% | +263+365.3% | Added |
| Toth Financial Advisory Corp | 332 | $31.5K | 0.00% | +5+1.5% | Added |
| Hilltop National Bank | 300 | $28.5K | 0.01% | +300 | New |
| Versant Capital Management, Inc | 299 | $28.4K | 0.00% | +11+3.8% | Added |
| Clarity Asset Management, Inc. | 293 | $27.9K | 0.02% | +3+1.0% | Added |
| Massmutual Trust Co FSB | 290 | $27.5K | 0.00% | +98+51.0% | Added |
| Harbour Investments, Inc. | 270 | $25.7K | 0.00% | +3+1.1% | Added |
| Anchor Investment Management, LLC | 270 | $25.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 262 | $24.9K | 0.00% | +70+36.5% | Added |
| Parkside Financial Bank & Trust | 254 | $24.1K | 0.00% | +7+2.8% | Added |
| Sentry Investment Management LLC | 260 | $24.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 240 | $22.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 238 | $22.6K | 0.00% | +141+145.4% | Added |
| MUFG Securities EMEA plc | 227 | $21.6K | 0.00% | +227 | New |
| Principal Securities, Inc. | 217 | $20.6K | 0.00% | −5,294−96.1% | Reduced |
| Cohen & Steers, Inc. | 196 | $19.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 194 | $18.0K | 0.01% | +194 | New |
| Cromwell Holdings LLC | 186 | $17.7K | 0.01% | +28+17.7% | Added |
| Dynamic Wealth Strategies, LLC | 156 | $14.8K | 0.01% | −147−48.5% | Reduced |
| Umb Bank N A | 151 | $14.3K | 0.00% | +73+93.6% | Added |
| Smithfield Trust Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 132 | $12.5K | 0.00% | +99+300.0% | Added |
| CoreCap Advisors, LLC | 129 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 127 | $12.1K | 0.01% | +11+9.5% | Added |
| Caitong International Asset Management Co., Ltd | 126 | $12.0K | 0.01% | −2−1.6% | Reduced |
| Essential Partners LLC | 124 | $11.8K | 0.00% | +124 | New |
| GW&K Investment Management, LLC | 117 | $11.0K | 0.00% | +29+33.0% | Added |
| Meeder Asset Management Inc | 110 | $10.4K | 0.00% | +70+175.0% | Added |
| TD Private Client Wealth LLC | 102 | $9.69K | 0.00% | +33+47.8% | Added |
| Byrne Asset Management LLC | 100 | $9.50K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 87 | $8.26K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 86 | $8.17K | 0.00% | −71−45.2% | Reduced |
| Larson Financial Group LLC | 85 | $8.10K | 0.00% | −120−58.5% | Reduced |
| Park Square Financial Group, LLC | 81 | $7.69K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $7.31K | 0.00% | +2+2.7% | Added |
| Dogwood Wealth Management LLC | 75 | $7.06K | 0.00% | +75 | New |
| Financial Freedom, LLC | 66 | $6.25K | 0.00% | +1+1.5% | Added |
| Bell Investment Advisors, Inc | 65 | $6.17K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 61 | $5.66K | 0.00% | +61 | New |
| Ronald Blue Trust, Inc. | 59 | $5.61K | 0.00% | +26+78.8% | Added |
| Glen Eagle Advisors, LLC | 57 | $5.41K | 0.00% | +57 | New |
| Clear Street Markets LLC | 53 | $5.03K | 0.00% | +53 | New |
| Atticus Wealth Management, LLC | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $4.66K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $3.99K | 0.00% | +42 | New |
| North Star Investment Management Corp. | 40 | $3.80K | 0.00% | +40 | New |
| NewSquare Capital LLC | 37 | $3.52K | 0.00% | +37 | New |
| Private Trust Co NA | 32 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 33 | $3.00K | 0.00% | +27+450.0% | Added |
| Grove Bank & Trust | 31 | $2.94K | 0.00% | +10+47.6% | Added |
| MV Capital Management, Inc. | 29 | $2.75K | 0.00% | −60−67.4% | Reduced |
| City State Bank | 29 | $2.75K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $2.56K | 0.00% | −19−41.3% | Reduced |
| AdvisorNet Financial, Inc | 26 | $2.47K | 0.00% | −4−13.3% | Reduced |
| Valley National Advisers Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $1.61K | 0.00% | +17 | New |
| Kozak & Associates, Inc. | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 16 | $1.52K | 0.00% | +16 | New |
| YANKCOM Partnership | 12 | $1.14K | 0.00% | +12 | New |
| Covestor Ltd | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Avion Wealth | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Legacy Wealth Managment, LLC | 10 | $950 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $950 | 0.00% | +5+100.0% | Added |
| Legacy Investment Solutions, LLC | 10 | $950 | 0.00% | +10 | New |
| TFC Financial Management | 8 | $760 | 0.00% | −1−11.1% | Reduced |
| Ridgewood Investments LLC | 8 | $760 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $760 | 0.00% | +4+100.0% | Added |
| Atlantic Trust, LLC | 7 | $665 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $665 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $592 | 0.00% | −5−45.5% | Reduced |
| Rialto Wealth Management, LLC | 6 | $570 | 0.00% | +1+20.0% | Added |
| Kestra Investment Management, LLC | 6 | $570 | 0.00% | +6 | New |
| South State Corp. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $285 | 0.00% | +3 | New |
| Leonteq Securities AG | 2 | $190 | 0.00% | −85−97.7% | Reduced |
| Colonial Trust Co | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $190 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $190 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 1 | $95 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $95 | 0.00% | +1 | New |
| ORG Partners LLC | 1 | $94 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −111,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −103,613−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −42,304−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −32,930−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −29,824−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −19,217−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −17,767−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,473−100.0% | Sold out |