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, 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 |
|---|---|---|---|---|---|
| Portfolio Design Labs, LLC | 14,265 | $1.45M | 0.25% | +14,265 | New |
| HRT Financial LP | 14,092 | $1.43M | 0.01% | −19,055−57.5% | Reduced |
| Stoneridge Investment Partners LLC | 14,080 | $1.43M | 0.98% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,028 | $1.42M | 0.01% | +6,764+93.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,941 | $1.41M | 0.00% | +343+2.5% | Added |
| Utah Retirement Systems | 13,933 | $1.41M | 0.01% | 00.0% | Unchanged |
| Natixis | 13,897 | $1.41M | 0.01% | +13,897 | New |
| Teacher Retirement System of Texas | 13,794 | $1.40M | 0.01% | +1,459+11.8% | Added |
| TD Asset Management Inc | 13,708 | $1.39M | 0.00% | −300−2.1% | Reduced |
| IFM Investors Pty Ltd | 13,853 | $1.38M | 0.01% | +70+0.5% | Added |
| Lokken Investment Group LLC | 13,323 | $1.35M | 0.46% | +348+2.7% | Added |
| Kesler, Norman & Wride, LLC | 12,005 | $1.34M | 0.26% | −804−6.3% | Reduced |
| Sigma Planning Corp | 13,110 | $1.33M | 0.04% | −49−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,108 | $1.33M | 0.00% | +11+0.1% | Added |
| Pathway Financial Advisers, LLC | 12,190 | $1.23M | 0.36% | +12,190 | New |
| Lido Advisors, LLC | 12,040 | $1.22M | 0.01% | −167−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 11,891 | $1.20M | 0.00% | −9,900−45.4% | Reduced |
| Nissay Asset Management Corp | 11,557 | $1.17M | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,471 | $1.16M | 0.04% | −675−5.6% | Reduced |
| Ascent Group, LLC | 11,308 | $1.15M | 0.04% | +11,308 | New |
| Coldstream Capital Management Inc | 11,035 | $1.12M | 0.02% | +11,035 | New |
| Federation des caisses Desjardins du Quebec | 10,629 | $1.08M | 0.00% | +5,708+116.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,560 | $1.07M | 0.00% | +2,528+31.5% | Added |
| Rafferty Asset Management, LLC | 10,555 | $1.07M | 0.00% | +722+7.3% | Added |
| Summit Financial, LLC | 10,474 | $1.06M | 0.02% | +561+5.7% | Added |
| Lazard Asset Management LLC | 10,461 | $1.06M | 0.00% | +836+8.7% | Added |
| ING Groep NV | 10,148 | $1.03M | 0.01% | +10,148 | New |
| CIBC Asset Management Inc | 10,004 | $1.01M | 0.00% | −30.0% | Reduced |
| Pathstone Holdings, LLC | 9,751 | $987.9K | 0.00% | −416−4.1% | Reduced |
| Spirit of America Management Corp | 9,700 | $982.7K | 0.20% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 9,592 | $971.8K | 0.06% | +9,592 | New |
| Allspring Global Investments Holdings, LLC | 9,723 | $968.8K | 0.00% | −76−0.8% | Reduced |
| Inceptionr LLC | 9,576 | $959.3K | 0.23% | −7,674−44.5% | Reduced |
| Summit Trail Advisors, LLC | 9,389 | $951.2K | 0.01% | +6,467+221.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,360 | $948.4K | 0.01% | +1,665+21.6% | Added |
| Ameritas Investment Partners, Inc. | 9,163 | $928.3K | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 9,200 | $919.3K | 0.01% | +9,200 | New |
| Campbell & CO Investment Adviser LLC | 9,018 | $913.6K | 0.07% | −2,626−22.6% | Reduced |
| Oregon Public Employees Retirement Fund | 8,906 | $902.3K | 0.01% | +2,252+33.8% | Added |
| NEOS Investment Management LLC | 8,950 | $896.6K | 0.01% | +4,346+94.4% | Added |
| Jones Financial Companies LLLP | 8,749 | $871.1K | 0.00% | +3,350+62.0% | Added |
| Mutual of America Capital Management LLC | 8,509 | $862.0K | 0.01% | −392−4.4% | Reduced |
| Norinchukin Bank, The | 8,408 | $851.8K | 0.01% | +250+3.1% | Added |
| Lecap Asset Management Ltd | 8,390 | $850.0K | 0.30% | −705−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 8,164 | $827.1K | 0.00% | −2,908−26.3% | Reduced |
| Commonwealth Equity Services, LLC | 8,082 | $819.0K | 0.00% | +321+4.1% | Added |
| Landscape Capital Management, L.L.C. | 8,060 | $816.6K | 0.05% | −5,004−38.3% | Reduced |
| Benjamin Edwards Inc | 7,969 | $807.4K | 0.01% | +285+3.7% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $798.8K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 7,884 | $798.7K | 0.01% | −6,934−46.8% | Reduced |
| Fort Point Capital Partners LLC | 7,757 | $785.9K | 0.10% | +110+1.4% | Added |
| Sound Financial Strategies Group, LLC | 7,503 | $760.1K | 0.55% | +285+3.9% | Added |
| Brevan Howard Capital Management LP | 7,428 | $752.5K | 0.01% | +7,428 | New |
| Storebrand Asset Management AS | 7,422 | $751.9K | 0.00% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $743.1K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,235 | $732.9K | 0.01% | −562−7.2% | Reduced |
| TCG Advisory Services, LLC | 7,035 | $712.7K | 0.03% | +1,450+26.0% | Added |
| Vident Advisory, LLC | 7,025 | $711.7K | 0.01% | +618+9.6% | Added |
| Ar Asset Management Inc | 7,000 | $709.0K | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 6,801 | $689.1K | 0.01% | +490+7.8% | Added |
| Jeppson Wealth Management, LLC | 6,734 | $682.2K | 0.22% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,710 | $679.8K | 0.07% | −806−10.7% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,708 | $679.6K | 0.45% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,650 | $673.7K | 0.18% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,638 | $672.5K | 0.00% | +1,469+28.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,479 | $656.4K | 0.00% | +6,479 | New |
| Global X Japan Co., Ltd. | 6,478 | $656.3K | 0.06% | +244+3.9% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $649.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,353 | $644.0K | 0.00% | −9,230−59.2% | Reduced |
| Xponance, Inc. | 6,313 | $639.6K | 0.01% | −8,319−56.9% | Reduced |
| Pacer Advisors, Inc. | 6,254 | $633.6K | 0.00% | −13,197−67.8% | Reduced |
| CI Private Wealth, LLC | 6,186 | $626.7K | 0.00% | +515+9.1% | Added |
| DRW Securities, LLC | 6,202 | $624.8K | 0.03% | +6,202 | New |
| Independent Advisor Alliance | 6,154 | $623.5K | 0.02% | −19−0.3% | Reduced |
| NewEdge Wealth, LLC | 6,411 | $616.7K | 0.01% | +10+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 6,024 | $610.3K | 0.00% | +630+11.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,998 | $608.0K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,995 | $607.0K | 0.05% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 6,105 | $600.0K | 0.21% | +530+9.5% | Added |
| Janney Capital Management LLC | 5,820 | $590.0K | 0.04% | +165+2.9% | Added |
| Mizuho Securities USA LLC | 5,718 | $574.9K | 0.01% | +357+6.7% | Added |
| Kestra Advisory Services, LLC | 5,497 | $556.9K | 0.00% | +742+15.6% | Added |
| Graham Capital Management, L.P. | 5,328 | $539.8K | 0.02% | −14,922−73.7% | Reduced |
| Nomura Holdings Inc | 5,285 | $535.4K | 0.00% | +5,285 | New |
| Sterling Capital Management LLC | 5,259 | $532.8K | 0.01% | −470−8.2% | Reduced |
| CAPROCK Group, Inc. | 5,264 | $529.3K | 0.01% | +5,264 | New |
| Brighton Jones LLC | 5,045 | $511.1K | 0.01% | +5,045 | New |
| Marex Group plc | 5,000 | $506.6K | 0.01% | +5,000 | New |
| Abc Arbitrage SA | 4,982 | $504.7K | 0.05% | +1,660+50.0% | Added |
| Krilogy Financial LLC | 5,220 | $502.2K | 0.02% | +5,220 | New |
| Oak Thistle LLC | 4,922 | $498.6K | 0.08% | +4,922 | New |
| Bailard, Inc. | 4,900 | $496.4K | 0.01% | +4,900 | New |
| GWM Advisors LLC | 4,851 | $491.4K | 0.00% | −117−2.4% | Reduced |
| DoubleLine ETF Adviser LP | 4,840 | $490.3K | 0.15% | +285+6.3% | Added |
| Gen-Wealth Partners Inc | 4,828 | $489.2K | 0.17% | −360−6.9% | Reduced |
| MML Investors Services, LLC | 4,797 | $485.9K | 0.00% | −1,421−22.9% | Reduced |
| Farringdon Capital, Ltd. | 4,789 | $485.2K | 0.12% | −7,364−60.6% | Reduced |
| Centiva Capital, LP | 4,742 | $480.4K | 0.04% | −6,599−58.2% | Reduced |
| Hartford Investment Management Co | 4,569 | $462.9K | 0.01% | −145−3.1% | Reduced |
| Morningstar Investment Management LLC | 4,557 | $462.0K | 0.02% | −1,420−23.8% | Reduced |