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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 3,945 | $399.7K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,993 | $400.3K | 0.00% | −239−5.6% | Reduced |
| Heitman Real Estate Securities LLC | 3,965 | $401.7K | 0.03% | −52,950−93.0% | Reduced |
| Ethic Inc. | 3,987 | $403.9K | 0.01% | +126+3.3% | Added |
| State of Wyoming | 4,013 | $406.6K | 0.05% | +4,013 | New |
| Gallagher Fiduciary Advisors, LLC | 4,061 | $411.4K | 0.02% | −3,631−47.2% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $415.4K | 0.01% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 4,112 | $416.6K | 0.10% | +4,112 | New |
| Wolverine Trading, LLC | 4,225 | $422.2K | 0.01% | +4,225 | New |
| Abel Hall, LLC | 4,168 | $422.3K | 0.17% | +42+1.0% | Added |
| Morningstar Investment Management LLC | 4,557 | $462.0K | 0.02% | −1,420−23.8% | Reduced |
| Hartford Investment Management Co | 4,569 | $462.9K | 0.01% | −145−3.1% | Reduced |
| Centiva Capital, LP | 4,742 | $480.4K | 0.04% | −6,599−58.2% | Reduced |
| Farringdon Capital, Ltd. | 4,789 | $485.2K | 0.12% | −7,364−60.6% | Reduced |
| MML Investors Services, LLC | 4,797 | $485.9K | 0.00% | −1,421−22.9% | Reduced |
| Gen-Wealth Partners Inc | 4,828 | $489.2K | 0.17% | −360−6.9% | Reduced |
| DoubleLine ETF Adviser LP | 4,840 | $490.3K | 0.15% | +285+6.3% | Added |
| GWM Advisors LLC | 4,851 | $491.4K | 0.00% | −117−2.4% | Reduced |
| Bailard, Inc. | 4,900 | $496.4K | 0.01% | +4,900 | New |
| Oak Thistle LLC | 4,922 | $498.6K | 0.08% | +4,922 | New |
| Krilogy Financial LLC | 5,220 | $502.2K | 0.02% | +5,220 | New |
| Abc Arbitrage SA | 4,982 | $504.7K | 0.05% | +1,660+50.0% | Added |
| Marex Group plc | 5,000 | $506.6K | 0.01% | +5,000 | New |
| Brighton Jones LLC | 5,045 | $511.1K | 0.01% | +5,045 | New |
| CAPROCK Group, Inc. | 5,264 | $529.3K | 0.01% | +5,264 | New |
| Sterling Capital Management LLC | 5,259 | $532.8K | 0.01% | −470−8.2% | Reduced |
| Nomura Holdings Inc | 5,285 | $535.4K | 0.00% | +5,285 | New |
| Graham Capital Management, L.P. | 5,328 | $539.8K | 0.02% | −14,922−73.7% | Reduced |
| Kestra Advisory Services, LLC | 5,497 | $556.9K | 0.00% | +742+15.6% | Added |
| Mizuho Securities USA LLC | 5,718 | $574.9K | 0.01% | +357+6.7% | Added |
| Janney Capital Management LLC | 5,820 | $590.0K | 0.04% | +165+2.9% | Added |
| Revisor Wealth Management LLC | 6,105 | $600.0K | 0.21% | +530+9.5% | Added |
| SlateStone Wealth, LLC | 5,995 | $607.0K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,998 | $608.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,024 | $610.3K | 0.00% | +630+11.7% | Added |
| NewEdge Wealth, LLC | 6,411 | $616.7K | 0.01% | +10+0.2% | Added |
| Independent Advisor Alliance | 6,154 | $623.5K | 0.02% | −19−0.3% | Reduced |
| DRW Securities, LLC | 6,202 | $624.8K | 0.03% | +6,202 | New |
| CI Private Wealth, LLC | 6,186 | $626.7K | 0.00% | +515+9.1% | Added |
| Pacer Advisors, Inc. | 6,254 | $633.6K | 0.00% | −13,197−67.8% | Reduced |
| Xponance, Inc. | 6,313 | $639.6K | 0.01% | −8,319−56.9% | Reduced |
| SG Americas Securities, LLC | 6,353 | $644.0K | 0.00% | −9,230−59.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,411 | $649.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 6,478 | $656.3K | 0.06% | +244+3.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,479 | $656.4K | 0.00% | +6,479 | New |
| O'Shaughnessy Asset Management, LLC | 6,638 | $672.5K | 0.00% | +1,469+28.4% | Added |
| MSH Capital Advisors LLC | 6,650 | $673.7K | 0.18% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 6,708 | $679.6K | 0.45% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,710 | $679.8K | 0.07% | −806−10.7% | Reduced |
| Jeppson Wealth Management, LLC | 6,734 | $682.2K | 0.22% | 00.0% | Unchanged |
| JustInvest LLC | 6,801 | $689.1K | 0.01% | +490+7.8% | Added |
| Ar Asset Management Inc | 7,000 | $709.0K | 0.15% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,025 | $711.7K | 0.01% | +618+9.6% | Added |
| TCG Advisory Services, LLC | 7,035 | $712.7K | 0.03% | +1,450+26.0% | Added |
| Prospera Financial Services Inc | 7,235 | $732.9K | 0.01% | −562−7.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,335 | $743.1K | 0.16% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 7,422 | $751.9K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,428 | $752.5K | 0.01% | +7,428 | New |
| Sound Financial Strategies Group, LLC | 7,503 | $760.1K | 0.55% | +285+3.9% | Added |
| Fort Point Capital Partners LLC | 7,757 | $785.9K | 0.10% | +110+1.4% | Added |
| Atria Investments LLC | 7,884 | $798.7K | 0.01% | −6,934−46.8% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $798.8K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,969 | $807.4K | 0.01% | +285+3.7% | Added |
| Landscape Capital Management, L.L.C. | 8,060 | $816.6K | 0.05% | −5,004−38.3% | Reduced |
| Commonwealth Equity Services, LLC | 8,082 | $819.0K | 0.00% | +321+4.1% | Added |
| D. E. Shaw & Co., Inc. | 8,164 | $827.1K | 0.00% | −2,908−26.3% | Reduced |
| Lecap Asset Management Ltd | 8,390 | $850.0K | 0.30% | −705−7.8% | Reduced |
| Norinchukin Bank, The | 8,408 | $851.8K | 0.01% | +250+3.1% | Added |
| Mutual of America Capital Management LLC | 8,509 | $862.0K | 0.01% | −392−4.4% | Reduced |
| Jones Financial Companies LLLP | 8,749 | $871.1K | 0.00% | +3,350+62.0% | Added |
| NEOS Investment Management LLC | 8,950 | $896.6K | 0.01% | +4,346+94.4% | Added |
| Oregon Public Employees Retirement Fund | 8,906 | $902.3K | 0.01% | +2,252+33.8% | Added |
| Campbell & CO Investment Adviser LLC | 9,018 | $913.6K | 0.07% | −2,626−22.6% | Reduced |
| Erste Asset Management GmbH | 9,200 | $919.3K | 0.01% | +9,200 | New |
| Ameritas Investment Partners, Inc. | 9,163 | $928.3K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,360 | $948.4K | 0.01% | +1,665+21.6% | Added |
| Summit Trail Advisors, LLC | 9,389 | $951.2K | 0.01% | +6,467+221.3% | Added |
| Inceptionr LLC | 9,576 | $959.3K | 0.23% | −7,674−44.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,723 | $968.8K | 0.00% | −76−0.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,592 | $971.8K | 0.06% | +9,592 | New |
| Spirit of America Management Corp | 9,700 | $982.7K | 0.20% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,751 | $987.9K | 0.00% | −416−4.1% | Reduced |
| CIBC Asset Management Inc | 10,004 | $1.01M | 0.00% | −30.0% | Reduced |
| ING Groep NV | 10,148 | $1.03M | 0.01% | +10,148 | New |
| Lazard Asset Management LLC | 10,461 | $1.06M | 0.00% | +836+8.7% | Added |
| Summit Financial, LLC | 10,474 | $1.06M | 0.02% | +561+5.7% | Added |
| Rafferty Asset Management, LLC | 10,555 | $1.07M | 0.00% | +722+7.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,560 | $1.07M | 0.00% | +2,528+31.5% | Added |
| Federation des caisses Desjardins du Quebec | 10,629 | $1.08M | 0.00% | +5,708+116.0% | Added |
| Coldstream Capital Management Inc | 11,035 | $1.12M | 0.02% | +11,035 | New |
| Ascent Group, LLC | 11,308 | $1.15M | 0.04% | +11,308 | New |
| GeoWealth Management, LLC | 11,471 | $1.16M | 0.04% | −675−5.6% | Reduced |
| Nissay Asset Management Corp | 11,557 | $1.17M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 11,891 | $1.20M | 0.00% | −9,900−45.4% | Reduced |
| Lido Advisors, LLC | 12,040 | $1.22M | 0.01% | −167−1.4% | Reduced |
| Pathway Financial Advisers, LLC | 12,190 | $1.23M | 0.36% | +12,190 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 13,108 | $1.33M | 0.00% | +11+0.1% | Added |
| Sigma Planning Corp | 13,110 | $1.33M | 0.04% | −49−0.4% | Reduced |
| Kesler, Norman & Wride, LLC | 12,005 | $1.34M | 0.26% | −804−6.3% | Reduced |
| Lokken Investment Group LLC | 13,323 | $1.35M | 0.46% | +348+2.7% | Added |