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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 4,168 | $422.3K | 0.17% | +42+1.0% | Added |
| Wolverine Trading, LLC | 4,225 | $422.2K | 0.01% | +4,225 | New |
| NovaPoint Capital, LLC | 4,112 | $416.6K | 0.10% | +4,112 | New |
| Louisiana State Employees Retirement System | 4,100 | $415.4K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,061 | $411.4K | 0.02% | −3,631−47.2% | Reduced |
| State of Wyoming | 4,013 | $406.6K | 0.05% | +4,013 | New |
| Ethic Inc. | 3,987 | $403.9K | 0.01% | +126+3.3% | Added |
| Heitman Real Estate Securities LLC | 3,965 | $401.7K | 0.03% | −52,950−93.0% | Reduced |
| Toroso Investments, LLC | 3,993 | $400.3K | 0.00% | −239−5.6% | Reduced |
| Maryland State Retirement & Pension System | 3,945 | $399.7K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,764 | $381.3K | 0.03% | −12,091−76.3% | Reduced |
| Kestra Private Wealth Services, LLC | 3,746 | $379.5K | 0.00% | −324−8.0% | Reduced |
| Swiss Life Asset Management Ltd | 3,741 | $379.0K | 0.00% | +1,615+76.0% | Added |
| Securian Asset Management, Inc | 3,704 | $375.3K | 0.01% | −239−6.1% | Reduced |
| Blair William & Co | 3,697 | $374.5K | 0.00% | −36−1.0% | Reduced |
| Buckingham Strategic Partners | 3,772 | $374.3K | 0.00% | +1,599+73.6% | Added |
| RFG Advisory, LLC | 3,692 | $374.0K | 0.01% | −214−5.5% | Reduced |
| Merit Financial Group, LLC | 3,686 | $373.5K | 0.00% | +3,686 | New |
| Stephens Inc | 3,585 | $363.2K | 0.00% | +1,174+48.7% | Added |
| NorthCrest Asset Manangement, LLC | 3,707 | $361.8K | 0.01% | +3,707 | New |
| Glenmede Investment Management, LP | 3,556 | $360.3K | 0.00% | −918−20.5% | Reduced |
| New Mexico Educational Retirement Board | 3,550 | $360.0K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 3,490 | $353.6K | 0.19% | −2,735−43.9% | Reduced |
| Bayforest Capital Ltd | 3,406 | $345.1K | 0.16% | +3,406 | New |
| iA Global Asset Management Inc. | 3,347 | $339.0K | 0.00% | +3,347 | New |
| Ofi Invest Asset Management | 3,830 | $330.2K | 0.01% | −613−13.8% | Reduced |
| Passive Capital Management, LLC. | 3,193 | $323.5K | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,185 | $322.7K | 0.00% | +199+6.7% | Added |
| Jackson Thornton Asset Management, LLC | 3,287 | $320.6K | 0.03% | +3,287 | New |
| Equitable Holdings, Inc. | 3,114 | $315.5K | 0.00% | +105+3.5% | Added |
| Apollon Wealth Management, LLC | 3,113 | $315.4K | 0.01% | +434+16.2% | Added |
| CWM Advisors, LLC | 3,077 | $311.7K | 0.03% | +3,077 | New |
| Vanderbilt University | 3,075 | $311.5K | 0.05% | −8,367−73.1% | Reduced |
| Allworth Financial LP | 3,042 | $308.2K | 0.00% | +595+24.3% | Added |
| Pallas Capital Advisors LLC | 3,028 | $306.8K | 0.01% | +3,028 | New |
| Mackenzie Financial Corp | 3,022 | $306.2K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,966 | $300.5K | 0.05% | +440+17.4% | Added |
| Bridgefront Capital, LLC | 2,895 | $293.3K | 0.09% | −8,512−74.6% | Reduced |
| Quadrant Capital Group LLC | 2,894 | $293.2K | 0.01% | +17+0.6% | Added |
| Sanctuary Advisors, LLC | 2,889 | $292.7K | 0.00% | −578−16.7% | Reduced |
| Allstate Corp | 2,859 | $289.6K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,853 | $289.0K | 0.03% | −170−5.6% | Reduced |
| Polymer Capital Management (HK) LTD | 2,829 | $286.6K | 0.04% | +2,829 | New |
| KCM Investment Advisors LLC | 2,819 | $285.6K | 0.01% | −32−1.1% | Reduced |
| Sage Mountain Advisors LLC | 2,785 | $282.1K | 0.02% | +2,785 | New |
| Monetary Management Group Inc | 2,750 | $278.6K | 0.06% | −1,000−26.7% | Reduced |
| Atlantic Union Bankshares Corp | 2,720 | $275.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,690 | $272.5K | 0.00% | +480+21.7% | Added |
| Chicago Partners Investment Group LLC | 2,765 | $270.9K | 0.01% | +2,765 | New |
| Fifth Third Bancorp | 2,660 | $269.5K | 0.00% | −296−10.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,630 | $266.4K | 0.00% | −195,872−98.7% | Reduced |
| Panagora Asset Management Inc | 2,619 | $265.3K | 0.00% | −191−6.8% | Reduced |
| Modera Wealth Management, LLC | 2,566 | $260.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,561 | $258.7K | 0.00% | +2,561 | New |
| Sivia Capital Partners, LLC | 2,515 | $254.8K | 0.07% | +2,515 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,502 | $253.5K | 0.00% | +25+1.0% | Added |
| National Wealth Management Group, LLC | 2,497 | $253.0K | 0.10% | +2,497 | New |
| GAMMA Investing LLC | 2,496 | $252.9K | 0.01% | −127−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 2,488 | $252.0K | 0.00% | +2,488 | New |
| Caerus Investment Advisors, LLC | 2,459 | $249.1K | 0.10% | +2,459 | New |
| Simplex Trading, LLC | 2,393 | $242.0K | 0.01% | +2,393 | New |
| Wealthspire Advisors, LLC | 2,366 | $239.7K | 0.00% | −746−24.0% | Reduced |
| Phocas Financial Corp. | 2,362 | $239.3K | 0.03% | −9−0.4% | Reduced |
| Patton Fund Management, Inc. | 2,333 | $236.4K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 2,326 | $235.6K | 0.00% | −3−0.1% | Reduced |
| waypoint wealth counsel | 2,307 | $233.7K | 0.09% | +2,307 | New |
| Wellington Management Group LLP | 2,267 | $229.7K | 0.00% | −447−16.5% | Reduced |
| PharVision Advisers, LLC | 2,260 | $229.0K | 0.13% | +2,260 | New |
| Crossmark Global Holdings, Inc. | 2,254 | $228.4K | 0.00% | −47−2.0% | Reduced |
| EntryPoint Capital, LLC | 2,188 | $221.7K | 0.09% | +2,188 | New |
| Powell Investment Advisors, LLC | 2,183 | $221.2K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 2,166 | $219.0K | 0.00% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,150 | $217.8K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,148 | $217.6K | 0.03% | −6,852−76.1% | Reduced |
| CWA Asset Management Group, LLC | 2,127 | $215.5K | 0.01% | +2,127 | New |
| Tower Research Capital LLC (TRC) | 2,124 | $215.2K | 0.01% | −2,419−53.2% | Reduced |
| MUFG Securities Americas Inc. | 2,117 | $214.5K | 0.01% | +396+23.0% | Added |
| Two Sigma Investments, LP | 2,111 | $213.9K | 0.00% | −11,671−84.7% | Reduced |
| FORA Capital, LLC | 2,083 | $211.0K | 0.04% | −9,809−82.5% | Reduced |
| BancorpSouth Bank | 2,000 | $202.6K | 0.01% | +2,000 | New |
| BFSG, LLC | 1,873 | $189.8K | 0.02% | +1,059+130.1% | Added |
| Walleye Trading LLC | 1,674 | $169.6K | 0.00% | +1,674 | New |
| Essential Partners LLC | 1,629 | $165.0K | 0.05% | +1,505+1,213.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,529 | $154.9K | 0.31% | −17,952−92.2% | Reduced |
| MUFG Securities EMEA plc | 1,503 | $152.3K | 0.00% | +1,276+562.1% | Added |
| Mather Group, LLC. | 1,453 | $147.2K | 0.00% | +1,453 | New |
| Y.D. More Investments Ltd | 1,443 | $146.2K | 0.01% | +1,443 | New |
| MAI Capital Management | 1,375 | $139.3K | 0.00% | −28−2.0% | Reduced |
| GF Fund Management Co. Ltd. | 1,370 | $138.8K | 0.00% | −67−4.7% | Reduced |
| Larson Financial Group LLC | 1,343 | $136.0K | 0.00% | +1,258+1,480.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,332 | $134.9K | 0.05% | +2+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 1,338 | $133.7K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,308 | $133.0K | 0.00% | +93+7.7% | Added |
| Trust Co of Vermont | 1,300 | $131.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,284 | $130.0K | 0.01% | −5,112−79.9% | Reduced |
| NBC Securities, Inc. | 1,181 | $119.6K | 0.01% | +371+45.8% | Added |
| Smartleaf Asset Management LLC | 1,096 | $109.6K | 0.01% | +584+114.1% | Added |
| Parallel Advisors, LLC | 1,076 | $109.0K | 0.00% | −60−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,048 | $106.2K | 0.00% | +358+51.9% | Added |
| CIBC Private Wealth Group, LLC | 1,019 | $103.2K | 0.00% | +209+25.8% | Added |