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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 700 | $70.9K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 711 | $72.0K | 0.02% | +338+90.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 732 | $74.2K | 0.01% | +732 | New |
| Bessemer Group Inc | 773 | $78.0K | 0.00% | +191+32.8% | Added |
| Signaturefd, LLC | 867 | $87.8K | 0.00% | −119−12.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 885 | $89.7K | 0.03% | +439+98.4% | Added |
| Farther Finance Advisors, LLC | 897 | $90.9K | 0.00% | +328+57.6% | Added |
| Hopwood Financial Services, Inc. | 900 | $91.2K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $99.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 996 | $100.9K | 0.00% | +228+29.7% | Added |
| CIBC Private Wealth Group, LLC | 1,019 | $103.2K | 0.00% | +209+25.8% | Added |
| EverSource Wealth Advisors, LLC | 1,048 | $106.2K | 0.00% | +358+51.9% | Added |
| Parallel Advisors, LLC | 1,076 | $109.0K | 0.00% | −60−5.3% | Reduced |
| Smartleaf Asset Management LLC | 1,096 | $109.6K | 0.01% | +584+114.1% | Added |
| NBC Securities, Inc. | 1,181 | $119.6K | 0.01% | +371+45.8% | Added |
| Creative Financial Designs Inc | 1,284 | $130.0K | 0.01% | −5,112−79.9% | Reduced |
| Trust Co of Vermont | 1,300 | $131.7K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,308 | $133.0K | 0.00% | +93+7.7% | Added |
| Canada Post Corp Registered Pension Plan | 1,338 | $133.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,332 | $134.9K | 0.05% | +2+0.2% | Added |
| Larson Financial Group LLC | 1,343 | $136.0K | 0.00% | +1,258+1,480.0% | Added |
| GF Fund Management Co. Ltd. | 1,370 | $138.8K | 0.00% | −67−4.7% | Reduced |
| MAI Capital Management | 1,375 | $139.3K | 0.00% | −28−2.0% | Reduced |
| Y.D. More Investments Ltd | 1,443 | $146.2K | 0.01% | +1,443 | New |
| Mather Group, LLC. | 1,453 | $147.2K | 0.00% | +1,453 | New |
| MUFG Securities EMEA plc | 1,503 | $152.3K | 0.00% | +1,276+562.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,529 | $154.9K | 0.31% | −17,952−92.2% | Reduced |
| Essential Partners LLC | 1,629 | $165.0K | 0.05% | +1,505+1,213.7% | Added |
| Walleye Trading LLC | 1,674 | $169.6K | 0.00% | +1,674 | New |
| BFSG, LLC | 1,873 | $189.8K | 0.02% | +1,059+130.1% | Added |
| BancorpSouth Bank | 2,000 | $202.6K | 0.01% | +2,000 | New |
| FORA Capital, LLC | 2,083 | $211.0K | 0.04% | −9,809−82.5% | Reduced |
| Two Sigma Investments, LP | 2,111 | $213.9K | 0.00% | −11,671−84.7% | Reduced |
| MUFG Securities Americas Inc. | 2,117 | $214.5K | 0.01% | +396+23.0% | Added |
| Tower Research Capital LLC (TRC) | 2,124 | $215.2K | 0.01% | −2,419−53.2% | Reduced |
| CWA Asset Management Group, LLC | 2,127 | $215.5K | 0.01% | +2,127 | New |
| Two Sigma Securities, LLC | 2,148 | $217.6K | 0.03% | −6,852−76.1% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $217.8K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 2,166 | $219.0K | 0.00% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $221.2K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,188 | $221.7K | 0.09% | +2,188 | New |
| Crossmark Global Holdings, Inc. | 2,254 | $228.4K | 0.00% | −47−2.0% | Reduced |
| PharVision Advisers, LLC | 2,260 | $229.0K | 0.13% | +2,260 | New |
| Wellington Management Group LLP | 2,267 | $229.7K | 0.00% | −447−16.5% | Reduced |
| waypoint wealth counsel | 2,307 | $233.7K | 0.09% | +2,307 | New |
| Keybank National Association | 2,326 | $235.6K | 0.00% | −3−0.1% | Reduced |
| Patton Fund Management, Inc. | 2,333 | $236.4K | 0.04% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,362 | $239.3K | 0.03% | −9−0.4% | Reduced |
| Wealthspire Advisors, LLC | 2,366 | $239.7K | 0.00% | −746−24.0% | Reduced |
| Simplex Trading, LLC | 2,393 | $242.0K | 0.01% | +2,393 | New |
| Caerus Investment Advisors, LLC | 2,459 | $249.1K | 0.10% | +2,459 | New |
| Integrated Wealth Concepts LLC | 2,488 | $252.0K | 0.00% | +2,488 | New |
| GAMMA Investing LLC | 2,496 | $252.9K | 0.01% | −127−4.8% | Reduced |
| National Wealth Management Group, LLC | 2,497 | $253.0K | 0.10% | +2,497 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,502 | $253.5K | 0.00% | +25+1.0% | Added |
| Sivia Capital Partners, LLC | 2,515 | $254.8K | 0.07% | +2,515 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,561 | $258.7K | 0.00% | +2,561 | New |
| Modera Wealth Management, LLC | 2,566 | $260.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,619 | $265.3K | 0.00% | −191−6.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,630 | $266.4K | 0.00% | −195,872−98.7% | Reduced |
| Fifth Third Bancorp | 2,660 | $269.5K | 0.00% | −296−10.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,765 | $270.9K | 0.01% | +2,765 | New |
| US Bancorp | 2,690 | $272.5K | 0.00% | +480+21.7% | Added |
| Atlantic Union Bankshares Corp | 2,720 | $275.6K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,750 | $278.6K | 0.06% | −1,000−26.7% | Reduced |
| Sage Mountain Advisors LLC | 2,785 | $282.1K | 0.02% | +2,785 | New |
| KCM Investment Advisors LLC | 2,819 | $285.6K | 0.01% | −32−1.1% | Reduced |
| Polymer Capital Management (HK) LTD | 2,829 | $286.6K | 0.04% | +2,829 | New |
| Fiduciary Group LLC | 2,853 | $289.0K | 0.03% | −170−5.6% | Reduced |
| Allstate Corp | 2,859 | $289.6K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,889 | $292.7K | 0.00% | −578−16.7% | Reduced |
| Quadrant Capital Group LLC | 2,894 | $293.2K | 0.01% | +17+0.6% | Added |
| Bridgefront Capital, LLC | 2,895 | $293.3K | 0.09% | −8,512−74.6% | Reduced |
| Strategy Asset Managers LLC | 2,966 | $300.5K | 0.05% | +440+17.4% | Added |
| Mackenzie Financial Corp | 3,022 | $306.2K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,028 | $306.8K | 0.01% | +3,028 | New |
| Allworth Financial LP | 3,042 | $308.2K | 0.00% | +595+24.3% | Added |
| Vanderbilt University | 3,075 | $311.5K | 0.05% | −8,367−73.1% | Reduced |
| CWM Advisors, LLC | 3,077 | $311.7K | 0.03% | +3,077 | New |
| Apollon Wealth Management, LLC | 3,113 | $315.4K | 0.01% | +434+16.2% | Added |
| Equitable Holdings, Inc. | 3,114 | $315.5K | 0.00% | +105+3.5% | Added |
| Jackson Thornton Asset Management, LLC | 3,287 | $320.6K | 0.03% | +3,287 | New |
| Private Advisor Group, LLC | 3,185 | $322.7K | 0.00% | +199+6.7% | Added |
| Passive Capital Management, LLC. | 3,193 | $323.5K | 0.11% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 3,830 | $330.2K | 0.01% | −613−13.8% | Reduced |
| iA Global Asset Management Inc. | 3,347 | $339.0K | 0.00% | +3,347 | New |
| Bayforest Capital Ltd | 3,406 | $345.1K | 0.16% | +3,406 | New |
| Loudon Investment Management, LLC | 3,490 | $353.6K | 0.19% | −2,735−43.9% | Reduced |
| New Mexico Educational Retirement Board | 3,550 | $360.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 3,556 | $360.3K | 0.00% | −918−20.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,707 | $361.8K | 0.01% | +3,707 | New |
| Stephens Inc | 3,585 | $363.2K | 0.00% | +1,174+48.7% | Added |
| Merit Financial Group, LLC | 3,686 | $373.5K | 0.00% | +3,686 | New |
| RFG Advisory, LLC | 3,692 | $374.0K | 0.01% | −214−5.5% | Reduced |
| Buckingham Strategic Partners | 3,772 | $374.3K | 0.00% | +1,599+73.6% | Added |
| Blair William & Co | 3,697 | $374.5K | 0.00% | −36−1.0% | Reduced |
| Securian Asset Management, Inc | 3,704 | $375.3K | 0.01% | −239−6.1% | Reduced |
| Swiss Life Asset Management Ltd | 3,741 | $379.0K | 0.00% | +1,615+76.0% | Added |
| Kestra Private Wealth Services, LLC | 3,746 | $379.5K | 0.00% | −324−8.0% | Reduced |
| Entropy Technologies, LP | 3,764 | $381.3K | 0.03% | −12,091−76.3% | Reduced |