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, Q3 2025
Institutional positions in Federal Realty Investment Trust as of Sep 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
- 510
- +23 vs. Q2 2025
- Shares held
- 76.1M
- +1.03M (+1.4%) vs. Q2 2025
- Total value
- $7.70B
- +$610.9M (+8.6%) vs. Q2 2025
- New holders
- 74
- 194 more added
- Sold out
- 51
- 165 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $101 | 0.00% | −16−94.1% | Reduced |
| ORG Partners LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $101 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $101 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $102 | 0.00% | −1−50.0% | Reduced |
| Harbour Investments, Inc. | 2 | $203 | 0.00% | −268−99.3% | Reduced |
| Leonteq Securities AG | 2 | $203 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $304 | 0.00% | +2+200.0% | Added |
| Strengthening Families & Communities, LLC | 3 | $307 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $356 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $403 | 0.00% | +4 | New |
| Rise Advisors, LLC | 5 | $507 | 0.00% | −5−50.0% | Reduced |
| Dunhill Financial, LLC | 6 | $599 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $710 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $810 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $811 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Covestor Ltd | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.01K | 0.00% | +5+100.0% | Added |
| Palisade Asset Management, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 13 | $1.29K | 0.00% | +13 | New |
| Wealth Watch Advisors, INC | 14 | $1.42K | 0.00% | +14 | New |
| Kozak & Associates, Inc. | 17 | $1.59K | 0.00% | +1+6.3% | Added |
| Howard Hughes Medical Institute | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.62K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $2.03K | 0.00% | +20 | New |
| Sachetta, LLC | 23 | $2.33K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 26 | $2.63K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $2.94K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $2.98K | 0.00% | +30 | New |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $3.04K | 0.00% | +3+11.1% | Added |
| SWAN Capital LLC | 31 | $3.14K | 0.00% | −11−26.2% | Reduced |
| Grove Bank & Trust | 31 | $3.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.24K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 34 | $3.38K | 0.00% | −812−96.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 34 | $3.44K | 0.00% | −92−73.0% | Reduced |
| Dogwood Wealth Management LLC | 35 | $3.55K | 0.00% | −40−53.3% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $4.96K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 55 | $5.57K | 0.00% | +55 | New |
| Sunbelt Securities, Inc. | 58 | $5.85K | 0.00% | −1,604−96.5% | Reduced |
| Ronald Blue Trust, Inc. | 59 | $5.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.59K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 67 | $6.74K | 0.00% | +1+1.5% | Added |
| North Star Investment Management Corp. | 68 | $6.89K | 0.00% | +28+70.0% | Added |
| TD Private Client Wealth LLC | 70 | $7.09K | 0.00% | −32−31.4% | Reduced |
| Assetmark, Inc | 81 | $8.21K | 0.00% | +4+5.2% | Added |
| Adirondack Trust Co | 82 | $8.31K | 0.00% | −5−5.7% | Reduced |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | −24−20.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 84 | $9.00K | 0.00% | +84 | New |
| Byrne Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 101 | $10.2K | 0.00% | +101 | New |
| Glen Eagle Advisors, LLC | 116 | $11.8K | 0.00% | +59+103.5% | Added |
| Umb Bank N A | 119 | $12.1K | 0.00% | −32−21.2% | Reduced |
| Pflug Koory, LLC | 127 | $12.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 129 | $13.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 132 | $13.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 136 | $13.8K | 0.00% | +83+156.6% | Added |
| True Wealth Design, LLC | 142 | $14.3K | 0.00% | +135+1,928.6% | Added |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 153 | $15.5K | 0.01% | −33−17.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 156 | $15.8K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 196 | $20.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 204 | $20.7K | 0.01% | +10+5.2% | Added |
| Sentry Investment Management LLC | 213 | $21.0K | 0.01% | −47−18.1% | Reduced |
| Huntington National Bank | 207 | $21.0K | 0.00% | −173−45.5% | Reduced |
| Alpine Bank Wealth Management | 223 | $22.6K | 0.00% | +223 | New |
| Montag A & Associates Inc | 240 | $24.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 243 | $24.6K | 0.00% | +26+12.0% | Added |
| Shell Asset Management Co | 253 | $26.0K | 0.00% | −2,153−89.5% | Reduced |
| Anchor Investment Management, LLC | 270 | $27.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 290 | $29.4K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 297 | $30.1K | 0.02% | +4+1.4% | Added |
| Hilltop National Bank | 300 | $30.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 316 | $32.0K | 0.00% | +62+24.4% | Added |
| Toth Financial Advisory Corp | 332 | $33.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 335 | $33.9K | 0.00% | −3−0.9% | Reduced |
| Versant Capital Management, Inc | 339 | $34.3K | 0.00% | +40+13.4% | Added |
| Advisory Services Network, LLC | 345 | $34.9K | 0.00% | +345 | New |
| Global Retirement Partners, LLC | 346 | $35.0K | 0.00% | +1+0.3% | Added |
| DAGCO, Inc. | 350 | $35.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 383 | $38.8K | 0.00% | +383 | New |
| Delta Asset Management LLC | 408 | $41.3K | 0.00% | −117−22.3% | Reduced |
| Hantz Financial Services, Inc. | 412 | $42.0K | 0.00% | +379+1,148.5% | Added |
| Loomis Sayles & Co L P | 440 | $44.6K | 0.00% | +7+1.6% | Added |
| Eastern Bank | 450 | $45.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 491 | $49.7K | 0.00% | +229+87.4% | Added |
| Bartlett & Co. Wealth Management LLC | 526 | $53.3K | 0.00% | +25+5.0% | Added |
| Danske Bank A/S | 600 | $60.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 603 | $61.1K | 0.00% | +251+71.3% | Added |
| Spire Wealth Management | 659 | $66.8K | 0.00% | +324+96.7% | Added |
| Rothschild Investment LLC | 664 | $67.3K | 0.00% | +235+54.8% | Added |
| Ci Investments Inc. | 679 | $69.0K | 0.00% | −341−33.4% | Reduced |